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iShares Core Dividend ETF

120 hedge funds and large institutions have $432M invested in iShares Core Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
1.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
26
Increased
60
Reduced
22
Closed
10
Calls
$229K
Puts
$12K
Net Calls
+$217K
Net Calls Change
+$275K
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$95.8M +$14.2M +292,177 +17%
FWM
2
Foguth Wealth Management
Michigan
$31.2M +$8.02M +165,317 +35%
Bank of America
3
Bank of America
North Carolina
$29.5M +$5.81M +119,655 +25%
SAW
4
Signal Advisors Wealth
Michigan
$29.2M +$8.95M +184,425 +44%
Corient Private Wealth
5
Corient Private Wealth
Florida
$21.9M -$2.84M -58,437 -11%
SBH
6
Segall Bryant & Hamill
Illinois
$21.8M -$2.86M -58,953 -12%
SPIA
7
Steward Partners Investment Advisory
New York
$19.9M +$1.67M +34,332 +9%
IA
8
IFG Advisory
Georgia
$15.9M -$3.52M -72,451 -18%
IA
9
Integrity Alliance
Iowa
$13.9M +$6.48M +133,499 +88%
MTWM
10
Masso Torrence Wealth Management
New Jersey
$10.9M +$10.9M +225,273 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.91M +$3.7M +76,298 +60%
ACA
12
Aspire Capital Advisors
Washington
$8.58M +$8.58M +176,820 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.53M +$1.93M +39,878 +29%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$7.04M +$306K +6,300 +5%
ACM
15
Absolute Capital Management
Pennsylvania
$5.87M +$437K +9,000 +8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$5.7M +$4.69M +96,712 +465%
CFS
17
Compass Financial Services
Iowa
$5.08M +$586K +12,074 +13%
CMA
18
Cedar Mountain Advisors
Oregon
$4.64M +$45.1K +929 +1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4.11M +$114K +2,353 +3%
FAIM
20
Financial Advocates Investment Management
Washington
$3.79M +$3.07M +63,312 +426%
MFG
21
MidWestOne Financial Group
Iowa
$3.65M +$373K +7,696 +11%
ACM
22
Advisors Capital Management
New Jersey
$3.53M +$74K +1,525 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.41M +$383K +7,903 +13%
BCG
24
Breakwater Capital Group
New Jersey
$3.09M +$394K +8,114 +15%
TFG
25
Taylor Financial Group
Virginia
$3.01M +$284K +5,849 +10%