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iShares Core Dividend ETF
DIVB

140 hedge funds and large institutions have $591M invested in iShares Core Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,880% more call options, than puts

Call options by funds: $149K | Put options by funds: $5K

65% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 40

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 138 → 140 (+2)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

2% less capital invested

Capital invested by funds: $604M → $591M (-$13M)

6.93% less ownership

Funds ownership: 65.22% → 58.3% (-6.9%)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
1.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
66
Reduced
40
Closed
16
Calls
$149K
Puts
$5K
Net Calls
+$144K
Net Calls Change
+$145K

Top Buyers

1
LPL Financial
LPL Financial
California
+$24.6M
2
Bank of America
Bank of America
North Carolina
+$19.8M
3
ACA
Aptus Capital Advisors
Alabama
+$13.4M
4
SFG
Sunburst Financial Group
Alabama
+$13.4M
5
SLWA
San Luis Wealth Advisors
California
+$4.13M

Top Sellers

1
P
Paradiem
Louisiana
-$78.3M
2
SAW
Signal Advisors Wealth
Michigan
-$25.4M
3
KAS
Kestra Advisory Services
Texas
-$5.66M
4
FAIM
Financial Advocates Investment Management
Washington
-$3.46M
5
IA
IFG Advisory
Georgia
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
101
TruWealth Advisors
Louisiana
$259K – – –
LWM
102
Liberty Wealth Management
California
$258K +$1.64K +32 +0.7%
CNBTD
103
Citizens National Bank Trust Department
Mississippi
$253K +$248K +4,848 New
KFI
104
Key Financial Inc
Pennsylvania
$245K – – –
PTC
105
Private Trust Company
Ohio
$241K +$37.4K +730 +19%
KW
106
KWB Wealth
California
$241K -$7.33K -143 -3%
WKWM
107
Walter & Keenan Wealth Management
Indiana
$235K – – –
Creative Planning
108
Creative Planning
Kansas
$233K +$228K +4,452 New
MAG
109
M3 Advisory Group
Massachusetts
$220K +$6K +117 +3%
GRP
110
Global Retirement Partners
California
$216K -$5.64K -110 -3%
LWA
111
Lantern Wealth Advisors
New York
$213K +$208K +4,067 New
FPAS
112
Focus Partners Advisor Solutions
Missouri
$207K +$203K +3,959 New
SI
113
Shaker Investments
Ohio
$205K +$201K +3,919 New
AWM
114
AE Wealth Management
Kansas
$181K +$178K +3,468 New
FFA
115
Farther Finance Advisors
California
$178K – – –
SWM
116
Spire Wealth Management
Virginia
$155K -$769 -15 -0.5%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$144K +$3.95K +77 +3%
PS
118
Principal Securities
Iowa
$143K -$2.56K -50 -2%
HI
119
Harbour Investments
Wisconsin
$112K +$28.3K +552 +35%
HAP
120
Harbor Asset Planning
Massachusetts
$104K +$666 +13 +0.7%
TRCT
121
Tower Research Capital (TRC)
New York
$98.4K -$336K -6,558 -78%
GWSG
122
GPS Wealth Strategies Group
Colorado
$58.1K -$18.4K -359 -24%
BWL
123
Bogart Wealth LLC
Virginia
$57.5K +$51 +1 +0.1%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$52.3K – – –
NA
125
NewEdge Advisors
Louisiana
$52.2K +$9.99K +195 +24%
3 4
5
6 7

DIVB Hedge Fund Activity: Q3 2025 in Review

140 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q3 2025, worth a combined $591M — down 2.2% from $604M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DIVB positions and 16 closed out — a net gain of 4 holders — while 66 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Paradiem, cutting an estimated $78.3M.

  • 140 institutional investors held iShares Core Dividend ETF (DIVB) as of Q3 2025, up from 138 in Q2 2025.
  • Funds reported $591M of iShares Core Dividend ETF stock for Q3 2025, down 2.2% quarter-over-quarter.
  • 20 funds opened new iShares Core Dividend ETF positions in Q3 2025 and 16 closed out, a net change of +4 holders.
  • The largest iShares Core Dividend ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest iShares Core Dividend ETF seller in Q3 2025 was Paradiem, an estimated $78.3M sold.

Based on aggregated 13F filings for Q3 2025.