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iShares Core Dividend ETF

138 hedge funds and large institutions have $604M invested in iShares Core Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

58% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 36

37% more capital invested

Capital invested by funds: $440M → $604M (+$164M)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

12% more funds holding

Funds holding: 123138 (+15)

1.42% more ownership

Funds ownership: 63.8%65.22% (+1.4%)

2% less call options, than puts

Call options by funds: $41K | Put options by funds: $42K

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
1.82%
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
57
Reduced
36
Closed
11
Calls
$41K
Puts
$42K
Net Calls
-$1K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
126
Wilmington Savings Fund Society
Delaware
$29.9K
SS
127
Sunbelt Securities
Texas
$26.3K -$6.57K -138 -20%
ATC
128
Advantage Trust Company
Kansas
$18.9K +$17.8K +375 New
S
129
SignatureFD
Georgia
$12.7K +$3.85K +81 +47%
UBS Group
130
UBS Group
Switzerland
$12.5K +$11.8K +249 New
SIS
131
Sound Income Strategies
Florida
$12.1K -$15.2K -319 -57%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K
IAS
133
IMA Advisory Services
Colorado
$4.78K
GSWM
134
Golden State Wealth Management
California
$4.57K +$1.28K +27 +43%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$4.18K -$381 -8 -9%
HFS
136
Hantz Financial Services
Michigan
$2K +$1.62K +34 New
BIG
137
Brooklyn Investment Group
New York
$1.71K +$1.62K +34 New
RFG
138
REAP Financial Group
Texas
$503
AssetMark Inc
139
AssetMark Inc
California
$6
Goldman Sachs
140
Goldman Sachs
New York
-$2.11M -43,446 Closed
SWM
141
SFG Wealth Management
Maryland
-$1.58M -32,630 Closed
OC
142
Oppenheimer & Co
New York
-$753K -15,513 Closed
AWS
143
Atria Wealth Solutions
New York
-$596K -12,274 Closed
CWA
144
Crux Wealth Advisors
California
-$531K -10,949 Closed
SFA
145
Sequoia Financial Advisors
Ohio
-$312K -6,432 Closed
BFG
146
Beacon Financial Group
Texas
-$234K -4,821 Closed
MML Investors Services
147
MML Investors Services
Massachusetts
-$205K -4,232 Closed
GWS
148
Greykasell Wealth Strategies
California
-$48.5K -1,000 Closed
AA
149
Ancora Advisors
Ohio
-$14.5K -299 Closed
CAL
150
Capital Analysts LLC
Pennsylvania
-$12K -256 Closed

DIVB Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q2 2025, worth a combined $604M — up 37% from $440M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DIVB positions and 11 closed out — a net gain of 18 holders — while 57 added to existing stakes and 36 trimmed.

The largest buyer was Paradiem, opening a new position worth an estimated $74.2M. The largest seller was Foguth Wealth Management, cutting an estimated $6.18M.

  • 138 institutional investors held iShares Core Dividend ETF (DIVB) as of Q2 2025, up from 123 in Q1 2025.
  • Funds reported $604M of iShares Core Dividend ETF stock for Q2 2025, up 37% quarter-over-quarter.
  • 29 funds opened new iShares Core Dividend ETF positions in Q2 2025 and 11 closed out, a net change of +18 holders.
  • The largest iShares Core Dividend ETF buyer in Q2 2025 was Paradiem, an estimated $74.2M added.
  • The largest iShares Core Dividend ETF seller in Q2 2025 was Foguth Wealth Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2025.