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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
LPL Financial
1
LPL Financial
California
$113M +$13.4M +281,226 +14%
P
2
Paradiem
Louisiana
$78.5M +$74.2M +1,560,380 New
Bank of America
3
Bank of America
North Carolina
$35.7M +$4.79M +100,621 +17%
SPIA
4
Steward Partners Investment Advisory
New York
$31.7M +$10.5M +219,781 +54%
FWM
5
Foguth Wealth Management
Michigan
$25.9M -$6.18M -129,857 -20%
IWP
6
IAG Wealth Partners
Wisconsin
$25.8M +$24.4M +512,957 New
SAW
7
Signal Advisors Wealth
Michigan
$25.4M -$4.67M -98,101 -16%
Corient Private Wealth
8
Corient Private Wealth
Florida
$22.8M +$91.1K +1,914 +0.4%
SBH
9
Segall Bryant & Hamill
Illinois
$22M -$537K -11,298 -3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$21.6M +$13.5M +284,793 +196%
IA
11
IFG Advisory
Georgia
$16.3M -$136K -2,858 -0.9%
MTWM
12
Masso Torrence Wealth Management
New Jersey
$11.9M +$575K +12,085 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.43M +$549K +11,538 +7%
ACA
14
Aspire Capital Advisors
Washington
$9.21M +$295K +6,193 +4%
KAS
15
Kestra Advisory Services
Texas
$9.02M +$5.83M +122,639 +216%
IA
16
Integrity Alliance
Iowa
$8.33M -$5.72M -120,326 -42%
SLWA
17
San Luis Wealth Advisors
California
$7.98M +$7.54M +158,542 New
JP Morgan Chase
18
JP Morgan Chase
New York
$6.58M +$2.19M +46,000 +54%
ACM
19
Absolute Capital Management
Pennsylvania
$6.09M
CFS
20
Compass Financial Services
Iowa
$5.91M +$600K +12,607 +12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.79M -$4.24M -89,212 -44%
CMA
22
Cedar Mountain Advisors
Oregon
$4.96M +$139K +2,923 +3%
BCG
23
Breakwater Capital Group
New Jersey
$4.17M +$914K +19,217 +30%
MCC
24
Money Concepts Capital
Florida
$4.07M +$2.37M +49,775 +160%
MFG
25
MidWestOne Financial Group
Iowa
$3.8M +$8.28K +174 +0.2%

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.