We are live on ! Find out more
DIVB icon

iShares Core Dividend ETF

155 hedge funds and large institutions have $706M invested in iShares Core Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $179K | Put options by funds: $47K

67% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 42

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

5% more funds holding

Funds holding: 148155 (+7)

7.52% less ownership

Funds ownership: 63.47%55.95% (-7.5%)

13% less capital invested

Capital invested by funds: $808M → $706M (-$103M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
1.91%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
25
Increased
70
Reduced
42
Closed
16
Calls
$179K
Puts
$47K
Net Calls
+$132K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$189M -$4.6M -83,841 -2%
Bank of America
2
Bank of America
North Carolina
$72.6M +$8.74M +159,091 +13%
SPIA
3
Steward Partners Investment Advisory
New York
$41.5M +$4.65M +84,726 +12%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$30M +$1.92M +35,004 +7%
IWP
5
IAG Wealth Partners
Wisconsin
$28.2M -$208K -3,784 -0.7%
SBH
6
Segall Bryant & Hamill
Illinois
$20M -$1.2M -21,901 -6%
FWM
7
Foguth Wealth Management
Michigan
$19.5M -$10.4M -188,600 -37%
SLWA
8
San Luis Wealth Advisors
California
$16.6M +$577K +10,505 +4%
ACA
9
Aptus Capital Advisors
Alabama
$16.6M +$917K +16,692 +6%
SFG
10
Sunburst Financial Group
Alabama
$16.3M +$915K +16,667 +6%
KAS
11
Kestra Advisory Services
Texas
$15.3M +$11.5M +208,924 +278%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.4M -$28.7K -523 -0.2%
ACA
13
Aspire Capital Advisors
Washington
$13.2M +$2.56M +46,560 +23%
WFP
14
Welch Financial Planning
Colorado
$12.5M +$169K +3,083 +1%
ACM
15
Advisors Capital Management
New Jersey
$10.3M -$27.4M -498,985 -72%
ACM
16
Absolute Capital Management
Pennsylvania
$9.97M +$65.9K +1,200 +0.7%
CAM
17
Cresset Asset Management
Illinois
$9.47M +$15.4K +280 +0.2%
FFA
18
Farther Finance Advisors
California
$9.19M -$4.02M -73,232 -30%
Morgan Stanley
19
Morgan Stanley
New York
$7.42M +$3.97M +72,367 +111%
HBFP
20
Henderson Brothers Financial Partners
Pennsylvania
$7.24M +$7.37M +134,276 New
JP Morgan Chase
21
JP Morgan Chase
New York
$6.59M -$59.9K -1,091 -0.9%
IA
22
Integrity Alliance
Iowa
$6.33M -$4.2M -76,497 -39%
CFS
23
Compass Financial Services
Iowa
$6.21M -$2.15M -39,124 -25%
CMA
24
Cedar Mountain Advisors
Oregon
$5.61M +$55.1K +1,004 +1%
BCG
25
Breakwater Capital Group
New Jersey
$5.53M +$144K +2,618 +3%

DIVB Hedge Fund Activity: Q1 2026 in Review

155 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2026, worth a combined $706M — down 13% from $808M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DIVB positions and 16 closed out — a net gain of 9 holders — while 70 added to existing stakes and 42 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $11.5M. The largest seller was Paradiem, cutting an estimated $53.1M.

  • 155 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2026, up from 148 in Q4 2025.
  • Funds reported $706M of iShares Core Dividend ETF stock for Q1 2026, down 13% quarter-over-quarter.
  • 25 funds opened new iShares Core Dividend ETF positions in Q1 2026 and 16 closed out, a net change of +9 holders.
  • The largest iShares Core Dividend ETF buyer in Q1 2026 was Kestra Advisory Services, an estimated $11.5M added.
  • The largest iShares Core Dividend ETF seller in Q1 2026 was Paradiem, an estimated $53.1M sold.

Based on aggregated 13F filings for Q1 2026.