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iShares Core Dividend ETF

139 hedge funds and large institutions have $588M invested in iShares Core Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
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
$149K
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
Liberty Wealth Management
California
$258K
CNBTD
102
Citizens National Bank Trust Department
Mississippi
$253K
KFI
103
Key Financial Inc
Pennsylvania
$245K
PTC
104
Private Trust Company
Ohio
$241K
KW
105
KWB Wealth
California
$241K
WKWM
106
Walter & Keenan Wealth Management
Indiana
$235K
Creative Planning
107
Creative Planning
Kansas
$233K
MAG
108
M3 Advisory Group
Massachusetts
$220K
GRP
109
Global Retirement Partners
California
$216K
LWA
110
Lantern Wealth Advisors
New York
$213K
FPAS
111
Focus Partners Advisor Solutions
Missouri
$207K
SI
112
Shaker Investments
Ohio
$205K
AWM
113
AE Wealth Management
Kansas
$181K
FFA
114
Farther Finance Advisors
California
$178K
SWM
115
Spire Wealth Management
Virginia
$155K
Fidelity Investments
116
Fidelity Investments
Massachusetts
$144K
PS
117
Principal Securities
Iowa
$143K
HI
118
Harbour Investments
Wisconsin
$112K
HAP
119
Harbor Asset Planning
Massachusetts
$104K
TRCT
120
Tower Research Capital (TRC)
New York
$98.4K
GWSG
121
GPS Wealth Strategies Group
Colorado
$58.1K
BWL
122
Bogart Wealth LLC
Virginia
$57.5K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$52.3K
NA
124
NewEdge Advisors
Louisiana
$52.2K
AAS
125
Ameritas Advisory Services
Nebraska
$43.2K