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iShares Core Dividend ETF

148 hedge funds and large institutions have $808M invested in iShares Core Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,830% more call options, than puts

Call options by funds: $193K | Put options by funds: $10K

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

60% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 42

37% more capital invested

Capital invested by funds: $591M → $808M (+$218M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

6% more funds holding

Funds holding: 140148 (+8)

5.17% more ownership

Funds ownership: 58.3%63.47% (+5.2%)

Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
1.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
21
Increased
67
Reduced
42
Closed
11
Calls
$193K
Puts
$10K
Net Calls
+$183K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$190M +$44.2M +842,674 +31%
Bank of America
2
Bank of America
North Carolina
$63.1M +$4.81M +91,641 +8%
P
3
Paradiem
Louisiana
$52M +$49.6M +945,667 +2,929%
Corient Private Wealth
4
Corient Private Wealth
Florida
$43.9M +$20.4M +388,361 +90%
ACM
5
Advisors Capital Management
New Jersey
$36.7M +$30.5M +581,322 +537%
SPIA
6
Steward Partners Investment Advisory
New York
$36.3M +$629K +11,997 +2%
IWP
7
IAG Wealth Partners
Wisconsin
$28M +$452K +8,626 +2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$27.7M +$2.4M +45,692 +10%
FWM
9
Foguth Wealth Management
Michigan
$27M +$26.4M +504,245 New
SBH
10
Segall Bryant & Hamill
Illinois
$20.8M -$1.06M -20,163 -5%
SLWA
11
San Luis Wealth Advisors
California
$15.8M +$3.06M +58,270 +24%
ACA
12
Aptus Capital Advisors
Alabama
$15.5M +$1.23M +23,516 +9%
SFG
13
Sunburst Financial Group
Alabama
$15.2M +$1.25M +23,757 +9%
IA
14
IFG Advisory
Georgia
$14.9M -$52.9K -1,009 -0.4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$13.2M +$1.44M +27,453 +12%
FFA
16
Farther Finance Advisors
California
$13M +$12.6M +240,599 +7,045%
WFP
17
Welch Financial Planning
Colorado
$12.1M +$12M +228,474 New
ACA
18
Aspire Capital Advisors
Washington
$10.6M +$459K +8,743 +5%
IA
19
Integrity Alliance
Iowa
$10.3M -$1.14M -21,753 -10%
ACM
20
Absolute Capital Management
Pennsylvania
$9.75M +$420K +8,003 +5%
CAM
21
Cresset Asset Management
Illinois
$9.32M +$9.19M +175,268 New
CFS
22
Compass Financial Services
Iowa
$8.2M +$646K +12,325 +9%
JP Morgan Chase
23
JP Morgan Chase
New York
$6.64M +$112K +2,131 +2%
CMA
24
Cedar Mountain Advisors
Oregon
$5.48M +$60.8K +1,160 +1%
BCG
25
Breakwater Capital Group
New Jersey
$5.31M +$136K +2,601 +3%

DIVB Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q4 2025, worth a combined $808M — up 37% from $591M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DIVB positions and 11 closed out — a net gain of 10 holders — while 67 added to existing stakes and 42 trimmed.

The largest buyer was Paradiem, adding an estimated $49.6M. The largest seller was Royal Bank of Canada, cutting an estimated $5.52M.

  • 148 institutional investors held iShares Core Dividend ETF (DIVB) as of Q4 2025, up from 140 in Q3 2025.
  • Funds reported $808M of iShares Core Dividend ETF stock for Q4 2025, up 37% quarter-over-quarter.
  • 21 funds opened new iShares Core Dividend ETF positions in Q4 2025 and 11 closed out, a net change of +10 holders.
  • The largest iShares Core Dividend ETF buyer in Q4 2025 was Paradiem, an estimated $49.6M added.
  • The largest iShares Core Dividend ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $5.52M sold.

Based on aggregated 13F filings for Q4 2025.