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iShares Core Dividend ETF

123 hedge funds and large institutions have $440M invested in iShares Core Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,808% more call options, than puts

Call options by funds: $229K | Put options by funds: $12K

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

165% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 23

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more capital invested

Capital invested by funds: $368M → $440M (+$71.6M)

15% more funds holding

Funds holding: 107123 (+16)

1.8% more ownership

Funds ownership: 62%63.8% (+1.8%)

Holders
123
Holders Change
+16
Holders Change %
+14.95%
% of All Funds
1.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
27
Increased
61
Reduced
23
Closed
10
Calls
$229K
Puts
$12K
Net Calls
+$217K
Net Calls Change
+$275K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$95.8M +$14.3M +292,177 +17%
FWM
2
Foguth Wealth Management
Michigan
$31.2M +$8.1M +165,317 +35%
Bank of America
3
Bank of America
North Carolina
$29.5M +$5.86M +119,655 +25%
SAW
4
Signal Advisors Wealth
Michigan
$29.2M +$9.04M +184,425 +44%
Corient Private Wealth
5
Corient Private Wealth
Florida
$21.9M -$2.86M -58,437 -11%
SBH
6
Segall Bryant & Hamill
Illinois
$21.8M -$2.89M -58,953 -12%
SPIA
7
Steward Partners Investment Advisory
New York
$19.9M +$1.68M +34,332 +9%
IA
8
IFG Advisory
Georgia
$15.9M -$3.55M -72,451 -18%
IA
9
Integrity Alliance
Iowa
$13.9M +$6.54M +133,499 +88%
MTWM
10
Masso Torrence Wealth Management
New Jersey
$10.9M +$11M +225,273 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.91M +$3.74M +76,298 +60%
ACA
12
Aspire Capital Advisors
Washington
$8.58M +$8.67M +176,820 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.53M +$1.95M +39,878 +29%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$7.04M +$309K +6,300 +5%
ACM
15
Absolute Capital Management
Pennsylvania
$5.87M +$441K +9,000 +8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$5.7M +$4.74M +96,712 +465%
CFS
17
Compass Financial Services
Iowa
$5.08M +$592K +12,074 +13%
CMA
18
Cedar Mountain Advisors
Oregon
$4.64M +$45.5K +929 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.11M +$115K +2,353 +3%
FAIM
20
Financial Advocates Investment Management
Washington
$3.79M +$3.1M +63,312 +426%
MFG
21
MidWestOne Financial Group
Iowa
$3.65M +$377K +7,696 +11%
ACM
22
Advisors Capital Management
New Jersey
$3.53M +$74.7K +1,525 +2%
HBFP
23
Henderson Brothers Financial Partners
Pennsylvania
$3.51M +$3.23M +65,980 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.41M +$387K +7,903 +13%
BCG
25
Breakwater Capital Group
New Jersey
$3.09M +$398K +8,114 +15%

DIVB Hedge Fund Activity: Q1 2025 in Review

123 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2025, worth a combined $440M — up 19% from $368M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DIVB positions and 10 closed out — a net gain of 17 holders — while 61 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.3M. The largest seller was World Investment Advisors, cutting an estimated $9.17M.

  • 123 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2025, up from 107 in Q4 2024.
  • Funds reported $440M of iShares Core Dividend ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 27 funds opened new iShares Core Dividend ETF positions in Q1 2025 and 10 closed out, a net change of +17 holders.
  • The largest iShares Core Dividend ETF buyer in Q1 2025 was LPL Financial, an estimated $14.3M added.
  • The largest iShares Core Dividend ETF seller in Q1 2025 was World Investment Advisors, an estimated $9.17M sold.

Based on aggregated 13F filings for Q1 2025.