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iShares Core Dividend ETF

138 hedge funds and large institutions have $604M invested in iShares Core Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

58% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 36

37% more capital invested

Capital invested by funds: $440M → $604M (+$164M)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

12% more funds holding

Funds holding: 123138 (+15)

1.42% more ownership

Funds ownership: 63.8%65.22% (+1.4%)

2% less call options, than puts

Call options by funds: $41K | Put options by funds: $42K

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
1.82%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
29
Increased
57
Reduced
36
Closed
11
Calls
$41K
Puts
$42K
Net Calls
-$1K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
Liberty Wealth Management
California
$247K +$1.38K +29 +0.6%
KW
102
KWB Wealth
California
$239K +$761 +16 +0.3%
FFS
103
Founders Financial Securities
Maryland
$238K +$225K +4,727 New
KFI
104
Key Financial Inc
Pennsylvania
$236K
WKWM
105
Walter & Keenan Wealth Management
Indiana
$226K
GRP
106
Global Retirement Partners
California
$214K +$202K +4,248 New
MAG
107
M3 Advisory Group
Massachusetts
$206K +$195K +4,095 New
PSF
108
Pacific Sun Financial
California
$202K +$191K +4,010 New
PTC
109
Private Trust Company
Ohio
$195K +$32.2K +677 +21%
FFA
110
Farther Finance Advisors
California
$172K +$162K +3,415 New
SWM
111
Spire Wealth Management
Virginia
$150K +$142K +2,990 New
Wells Fargo
112
Wells Fargo
California
$142K
PS
113
Principal Securities
Iowa
$140K -$12.9K -272 -9%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$134K -$14.9K -313 -10%
HAP
115
Harbor Asset Planning
Massachusetts
$99.6K +$94.2K +1,980 New
HI
116
Harbour Investments
Wisconsin
$80.1K +$190 +4 +0.3%
GWSG
117
GPS Wealth Strategies Group
Colorado
$74K -$48 -1 -0.1%
CT
118
Colonial Trust
South Carolina
$67.8K +$64.1K +1,347 New
MYIA
119
Mount Yale Investment Advisors
Colorado
$62.8K +$59.4K +1,248 New
BWL
120
Bogart Wealth LLC
Virginia
$55.4K +$14.3K +300 +38%
MHR
121
Matthew Hamilton Rosenberg
$53.6K
AAS
122
Ameritas Advisory Services
Nebraska
$51.7K +$48.9K +1,028 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$50.3K
TPWA
124
Twin Peaks Wealth Advisors
California
$41.8K +$39.2K +824 New
NA
125
NewEdge Advisors
Louisiana
$40.5K +$8.56K +180 +29%

DIVB Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q2 2025, worth a combined $604M — up 37% from $440M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DIVB positions and 11 closed out — a net gain of 18 holders — while 57 added to existing stakes and 36 trimmed.

The largest buyer was Paradiem, opening a new position worth an estimated $74.2M. The largest seller was Foguth Wealth Management, cutting an estimated $6.18M.

  • 138 institutional investors held iShares Core Dividend ETF (DIVB) as of Q2 2025, up from 123 in Q1 2025.
  • Funds reported $604M of iShares Core Dividend ETF stock for Q2 2025, up 37% quarter-over-quarter.
  • 29 funds opened new iShares Core Dividend ETF positions in Q2 2025 and 11 closed out, a net change of +18 holders.
  • The largest iShares Core Dividend ETF buyer in Q2 2025 was Paradiem, an estimated $74.2M added.
  • The largest iShares Core Dividend ETF seller in Q2 2025 was Foguth Wealth Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2025.