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iShares Core Dividend ETF

137 hedge funds and large institutions have $601M 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, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41K
Puts
$42K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KW
101
KWB Wealth
California
$239K
FFS
102
Founders Financial Securities
Maryland
$238K
KFI
103
Key Financial Inc
Pennsylvania
$236K
WKWM
104
Walter & Keenan Wealth Management
Indiana
$226K
GRP
105
Global Retirement Partners
California
$214K
MAG
106
M3 Advisory Group
Massachusetts
$206K
PSF
107
Pacific Sun Financial
California
$202K
PTC
108
Private Trust Company
Ohio
$195K
FFA
109
Farther Finance Advisors
California
$172K
SWM
110
Spire Wealth Management
Virginia
$150K
Wells Fargo
111
Wells Fargo
California
$142K
PS
112
Principal Securities
Iowa
$140K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$134K
HAP
114
Harbor Asset Planning
Massachusetts
$99.6K
HI
115
Harbour Investments
Wisconsin
$80.1K
GWSG
116
GPS Wealth Strategies Group
Colorado
$74K
CT
117
Colonial Trust
South Carolina
$67.8K
MYIA
118
Mount Yale Investment Advisors
Colorado
$62.8K
BWL
119
Bogart Wealth LLC
Virginia
$55.4K
MHR
120
Matthew Hamilton Rosenberg
$53.6K
AAS
121
Ameritas Advisory Services
Nebraska
$51.7K
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$50.3K
TPWA
123
Twin Peaks Wealth Advisors
California
$41.8K
NA
124
NewEdge Advisors
Louisiana
$40.5K
WSFS
125
Wilmington Savings Fund Society
Delaware
$29.9K