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iShares Core Dividend ETF
DIVB

140 hedge funds and large institutions have $591M invested in iShares Core Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,880% more call options, than puts

Call options by funds: $149K | Put options by funds: $5K

65% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 40

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 138 → 140 (+2)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

2% less capital invested

Capital invested by funds: $604M → $591M (-$13M)

6.93% less ownership

Funds ownership: 65.22% → 58.3% (-6.9%)

Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
1.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
66
Reduced
40
Closed
16
Calls
$149K
Puts
$5K
Net Calls
+$144K
Net Calls Change
+$145K

Top Buyers

1
LPL Financial
LPL Financial
California
+$24.6M
2
Bank of America
Bank of America
North Carolina
+$19.8M
3
ACA
Aptus Capital Advisors
Alabama
+$13.4M
4
SFG
Sunburst Financial Group
Alabama
+$13.4M
5
SLWA
San Luis Wealth Advisors
California
+$4.13M

Top Sellers

1
P
Paradiem
Louisiana
-$78.3M
2
SAW
Signal Advisors Wealth
Michigan
-$25.4M
3
KAS
Kestra Advisory Services
Texas
-$5.66M
4
FAIM
Financial Advocates Investment Management
Washington
-$3.46M
5
IA
IFG Advisory
Georgia
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$143M +$24.6M +480,391 +21%
Bank of America
2
Bank of America
North Carolina
$57.2M +$19.8M +386,596 +55%
SPIA
3
Steward Partners Investment Advisory
New York
$35.1M +$2.13M +41,533 +7%
IWP
4
IAG Wealth Partners
Wisconsin
$27M +$226K +4,412 +0.9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$24.8M +$2.3M +44,958 +10%
Corient Private Wealth
6
Corient Private Wealth
Florida
$22.5M -$1.17M -22,808 -5%
SBH
7
Segall Bryant & Hamill
Illinois
$21.5M -$1.3M -25,331 -6%
IA
8
IFG Advisory
Georgia
$14.7M -$2.21M -43,051 -13%
ACA
9
Aptus Capital Advisors
Alabama
$14M +$13.4M +262,427 +5,274%
SFG
10
Sunburst Financial Group
Alabama
$13.7M +$13.4M +262,121 New
MTWM
11
Masso Torrence Wealth Management
New Jersey
$12.5M +$108K +2,117 +0.9%
SLWA
12
San Luis Wealth Advisors
California
$12.5M +$4.13M +80,595 +51%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$11.6M +$1.77M +34,456 +18%
IA
14
Integrity Alliance
Iowa
$11.3M +$2.56M +50,035 +30%
ACA
15
Aspire Capital Advisors
Washington
$9.93M +$365K +7,130 +4%
ACM
16
Absolute Capital Management
Pennsylvania
$9.17M +$2.79M +54,513 +45%
CFS
17
Compass Financial Services
Iowa
$7.42M +$1.26M +24,576 +21%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.71M +$688K +13,415 +12%
JP Morgan Chase
19
JP Morgan Chase
New York
$6.42M -$408K -7,957 -6%
ACM
20
Advisors Capital Management
New Jersey
$5.66M +$1.77M +34,488 +47%
CMA
21
Cedar Mountain Advisors
Oregon
$5.32M +$173K +3,377 +3%
BCG
22
Breakwater Capital Group
New Jersey
$5.09M +$744K +14,525 +18%
MCC
23
Money Concepts Capital
Florida
$4.43M +$201K +3,918 +5%
BSTWA
24
Blake Schutter Theil Wealth Advisors
Ohio
$4.17M +$4.09M +79,761 New
MFG
25
MidWestOne Financial Group
Iowa
$4.14M +$195K +3,808 +5%
1
2 3 4 5

DIVB Hedge Fund Activity: Q3 2025 in Review

140 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q3 2025, worth a combined $591M — down 2.2% from $604M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DIVB positions and 16 closed out — a net gain of 4 holders — while 66 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Paradiem, cutting an estimated $78.3M.

  • 140 institutional investors held iShares Core Dividend ETF (DIVB) as of Q3 2025, up from 138 in Q2 2025.
  • Funds reported $591M of iShares Core Dividend ETF stock for Q3 2025, down 2.2% quarter-over-quarter.
  • 20 funds opened new iShares Core Dividend ETF positions in Q3 2025 and 16 closed out, a net change of +4 holders.
  • The largest iShares Core Dividend ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest iShares Core Dividend ETF seller in Q3 2025 was Paradiem, an estimated $78.3M sold.

Based on aggregated 13F filings for Q3 2025.