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iShares Core Dividend ETF

135 hedge funds and large institutions have $597M invested in iShares Core Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
135
Holders Change
+15
Holders Change %
+12.5%
% of All Funds
1.81%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
29
Increased
55
Reduced
35
Closed
11
Calls
$41K
Puts
$42K
Net Calls
-$1K
Net Calls Change
-$218K
Name Market Value Shares Shares
Change
Shares
Change %
ATC
126
Advantage Trust Company
Kansas
$18.9K 375 +375 New
S
127
SignatureFD
Georgia
$12.7K 252 +81 +47%
UBS Group
128
UBS Group
Switzerland
$12.5K 249 +249 New
SIS
129
Sound Income Strategies
Florida
$12.1K 240 -319 -57%
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K 220
IAS
131
IMA Advisory Services
Colorado
$4.78K 95
GSWM
132
Golden State Wealth Management
California
$4.57K 90 +27 +43%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$4.18K 83 -8 -9%
HFS
134
Hantz Financial Services
Michigan
$2K 34 +34 New
BIG
135
Brooklyn Investment Group
New York
$1.71K 34 +34 New
RFG
136
REAP Financial Group
Texas
$503 10
AssetMark Inc
137
AssetMark Inc
California
Goldman Sachs
138
Goldman Sachs
New York
-43,446 Closed
SWM
139
SFG Wealth Management
Maryland
-32,630 Closed
OC
140
Oppenheimer & Co
New York
-15,513 Closed
AWS
141
Atria Wealth Solutions
New York
-12,274 Closed
CWA
142
Crux Wealth Advisors
California
-10,949 Closed
SFA
143
Sequoia Financial Advisors
Ohio
-6,432 Closed
BFG
144
Beacon Financial Group
Texas
-4,821 Closed
MML Investors Services
145
MML Investors Services
Massachusetts
-4,232 Closed
GWS
146
Greykasell Wealth Strategies
California
-1,000 Closed
AA
147
Ancora Advisors
Ohio
-299 Closed
CAL
148
Capital Analysts LLC
Pennsylvania
-256 Closed
Simplex Trading
149
Simplex Trading
Illinois