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iShares Core Dividend ETF

146 hedge funds and large institutions have $805M invested in iShares Core Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
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
SWM
126
Spire Wealth Management
Virginia
$158K
HI
127
Harbour Investments
Wisconsin
$114K
HAP
128
Harbor Asset Planning
Massachusetts
$107K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$70K
BWL
130
Bogart Wealth LLC
Virginia
$58.5K
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$53.1K
MCP
132
Miller Capital Partners
Michigan
$39.9K
SS
133
Sunbelt Securities
Texas
$37.6K
WSFS
134
Wilmington Savings Fund Society
Delaware
$31.6K
MHR
135
Matthew Hamilton Rosenberg
$20.1K
ATC
136
Advantage Trust Company
Kansas
$19.9K
S
137
SignatureFD
Georgia
$14.7K
ACM
138
Anfield Capital Management
California
$14.5K
UBS Group
139
UBS Group
Switzerland
$13.8K
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K
NA
141
NewEdge Advisors
Louisiana
$10.6K
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$7.6K
GSWM
143
Golden State Wealth Management
California
$4.89K
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$4.41K
IA
145
IFP Advisors
Florida
$1.91K
RFG
146
REAP Financial Group
Texas
$532
AssetMark Inc
147
AssetMark Inc
California
$7
IIA
148
Integrity Investment Advisors
Colorado
M1FG
149
Mach-1 Financial Group
Arkansas
Cerity Partners
150
Cerity Partners
New York