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iShares Core Dividend ETF

154 hedge funds and large institutions have $706M invested in iShares Core Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

7.54% less ownership

Funds ownership: 63.47%55.93% (-7.5%)

13% less capital invested

Capital invested by funds: $808M → $706M (-$103M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$179K
Puts
$47K
Net Calls
Net Calls Change

Top Buyers

1 +$11.5M
2 +$8.74M
3 +$4.65M
4
Morgan Stanley
Morgan Stanley
New York
+$3.97M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.91M

Top Sellers

1 -$53.1M
2 -$43.9M
3 -$27.4M
4
IA
IFG Advisory
Georgia
-$14.9M
5
FWM
Foguth Wealth Management
Michigan
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
126
Tennessee Valley Asset Management Partners
Tennessee
$203K
US Bancorp
127
US Bancorp
Minnesota
$174K
BONH
128
Bank of New Hampshire
New Hampshire
$158K
SWM
129
Spire Wealth Management
Virginia
$149K
AWM
130
AE Wealth Management
Kansas
$114K
HAP
131
Harbor Asset Planning
Massachusetts
$109K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$71.4K
BWL
133
Bogart Wealth LLC
Virginia
$59.4K
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$54K
MCP
135
Miller Capital Partners
Michigan
$40.5K
SS
136
Sunbelt Securities
Texas
$38.4K
WSFS
137
Wilmington Savings Fund Society
Delaware
$32K
EI
138
EFG International
$27.4K
TPWA
139
Twin Peaks Wealth Advisors
California
$26.8K
ATC
140
Advantage Trust Company
Kansas
$20.2K
CAL
141
Capital Analysts LLC
Pennsylvania
$17K
IA
142
IFP Advisors
Florida
$16.2K
S
143
SignatureFD
Georgia
$15K
BlackRock
144
BlackRock
New York
$14.8K
ACM
145
Anfield Capital Management
California
$14.8K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K
AF
147
Allworth Financial
California
$10.3K
BIAS
148
Beacon Investment Advisory Services
New Jersey
$8.9K
VAI
149
Vanguard Advisers Inc
Pennsylvania
$8.54K
DF
150
Dunhill Financial
United Kingdom
$8.09K