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iShares Core Dividend ETF

148 hedge funds and large institutions have $808M invested in iShares Core Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,830% more call options, than puts

Call options by funds: $193K | Put options by funds: $10K

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

60% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 42

37% more capital invested

Capital invested by funds: $591M → $808M (+$218M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

6% more funds holding

Funds holding: 140148 (+8)

5.17% more ownership

Funds ownership: 58.3%63.47% (+5.2%)

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
1.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
21
Increased
67
Reduced
42
Closed
11
Calls
$193K
Puts
$10K
Net Calls
+$183K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
101
Csenge Advisory Group
Florida
$295K +$16.6K +317 +6%
CNBTD
102
Citizens National Bank Trust Department
Mississippi
$276K +$17.9K +341 +7%
AWA
103
AmeriServ Wealth Advisors
Pennsylvania
$274K -$996 -19 -0.4%
SFP
104
Shepherd Financial Partners
Massachusetts
$271K
LWM
105
Liberty Wealth Management
California
$265K +$2.46K +47 +1%
TA
106
TruWealth Advisors
Louisiana
$263K
GCL
107
Gouws Capital LLC
North Carolina
$263K +$260K +4,950 New
GRWP
108
Green Ridge Wealth Planning
New Jersey
$260K +$257K +4,900 New
IWC
109
Integrated Wealth Concepts
Massachusetts
$258K -$439K -8,366 -63%
KW
110
KWB Wealth
California
$254K -$577 -11 -0.2%
LWA
111
Lantern Wealth Advisors
New York
$251K +$34K +648 +16%
KFI
112
Key Financial Inc
Pennsylvania
$249K
FPAS
113
Focus Partners Advisor Solutions
Missouri
$241K +$29.8K +568 +14%
CPC
114
Cadia Private Client
New Jersey
$239K +$236K +4,502 New
WKWM
115
Walter & Keenan Wealth Management
Indiana
$239K
MAG
116
M3 Advisory Group
Massachusetts
$237K +$13.2K +252 +6%
BMA
117
Brooks Moore & Associates
Tennessee
$232K +$229K +4,360 New
RWB
118
RMR Wealth Builders
New Jersey
$228K -$49.9K -951 -18%
FFS
119
Founders Financial Securities
Maryland
$225K +$222K +4,235 New
PA
120
Parallel Advisors
California
$225K +$222K +4,225 New
GRP
121
Global Retirement Partners
California
$218K -$2.41K -46 -1%
SI
122
Shaker Investments
Ohio
$209K +$1.15K +22 +0.6%
NCM
123
Next Capital Management
New York
$205K +$202K +3,854 New
WIM
124
Wiregrass Investment Management
Georgia
$204K +$201K +3,841 New
UAG
125
United Advisor Group
Ohio
$203K +$201K +3,828 New

DIVB Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q4 2025, worth a combined $808M — up 37% from $591M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DIVB positions and 11 closed out — a net gain of 10 holders — while 67 added to existing stakes and 42 trimmed.

The largest buyer was Paradiem, adding an estimated $49.6M. The largest seller was Royal Bank of Canada, cutting an estimated $5.52M.

  • 148 institutional investors held iShares Core Dividend ETF (DIVB) as of Q4 2025, up from 140 in Q3 2025.
  • Funds reported $808M of iShares Core Dividend ETF stock for Q4 2025, up 37% quarter-over-quarter.
  • 21 funds opened new iShares Core Dividend ETF positions in Q4 2025 and 11 closed out, a net change of +10 holders.
  • The largest iShares Core Dividend ETF buyer in Q4 2025 was Paradiem, an estimated $49.6M added.
  • The largest iShares Core Dividend ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $5.52M sold.

Based on aggregated 13F filings for Q4 2025.