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iShares Core Dividend ETF

145 hedge funds and large institutions have $783M invested in iShares Core Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$193K
Puts
$10K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$190M
Bank of America
2
Bank of America
North Carolina
$63.1M
P
3
Paradiem
Louisiana
$52M
ACM
4
Advisors Capital Management
New Jersey
$36.7M
SPIA
5
Steward Partners Investment Advisory
New York
$36.3M
IWP
6
IAG Wealth Partners
Wisconsin
$28M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$27.7M
FWM
8
Foguth Wealth Management
Michigan
$27M
Corient Private Wealth
9
Corient Private Wealth
Florida
$21.9M
SBH
10
Segall Bryant & Hamill
Illinois
$20.8M
SLWA
11
San Luis Wealth Advisors
California
$15.8M
ACA
12
Aptus Capital Advisors
Alabama
$15.5M
SFG
13
Sunburst Financial Group
Alabama
$15.2M
IA
14
IFG Advisory
Georgia
$14.9M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$13.2M
FFA
16
Farther Finance Advisors
California
$13M
WFP
17
Welch Financial Planning
Colorado
$12.1M
ACA
18
Aspire Capital Advisors
Washington
$10.6M
IA
19
Integrity Alliance
Iowa
$10.3M
ACM
20
Absolute Capital Management
Pennsylvania
$9.75M
CAM
21
Cresset Asset Management
Illinois
$9.32M
CFS
22
Compass Financial Services
Iowa
$8.2M
JP Morgan Chase
23
JP Morgan Chase
New York
$6.64M
CMA
24
Cedar Mountain Advisors
Oregon
$5.48M
BCG
25
Breakwater Capital Group
New Jersey
$5.31M