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iShares Core Dividend ETF

145 hedge funds and large institutions have $783M invested in iShares Core Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$193K
Puts
$10K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
101
Citizens National Bank Trust Department
Mississippi
$276K
AWA
102
AmeriServ Wealth Advisors
Pennsylvania
$274K
SFP
103
Shepherd Financial Partners
Massachusetts
$271K
LWM
104
Liberty Wealth Management
California
$265K
TA
105
TruWealth Advisors
Louisiana
$263K
GCL
106
Gouws Capital LLC
North Carolina
$263K
IWC
107
Integrated Wealth Concepts
Massachusetts
$258K
KW
108
KWB Wealth
California
$254K
LWA
109
Lantern Wealth Advisors
New York
$251K
KFI
110
Key Financial Inc
Pennsylvania
$249K
FPAS
111
Focus Partners Advisor Solutions
Missouri
$241K
WKWM
112
Walter & Keenan Wealth Management
Indiana
$239K
MAG
113
M3 Advisory Group
Massachusetts
$237K
BMA
114
Brooks Moore & Associates
Tennessee
$232K
RWB
115
RMR Wealth Builders
New Jersey
$228K
FFS
116
Founders Financial Securities
Maryland
$225K
PA
117
Parallel Advisors
California
$225K
GRP
118
Global Retirement Partners
California
$218K
SI
119
Shaker Investments
Ohio
$209K
NCM
120
Next Capital Management
New York
$205K
WIM
121
Wiregrass Investment Management
Georgia
$204K
UAG
122
United Advisor Group
Ohio
$203K
AWM
123
AE Wealth Management
Kansas
$178K
Fidelity Investments
124
Fidelity Investments
Massachusetts
$161K
SWM
125
Spire Wealth Management
Virginia
$158K