I
iShares Core Dividend
DIVB • BATS
iShares Core Dividend is an exchange-traded fund on BATS. As of Q3 2025, 138 institutional investors hold shares in this ETF, with total holdings valued at $584.8M. LPL Financial LLC is the largest holder with a position valued at $142.9M.
Overview
Overview of institutional ownership in DIVB as of Q3 2025
All Institutions
- Institutions
- 138
- Value Held
- $584.8M
- Shares Held
- 11.2M
- Avg Position
- $4.2M
- Median Position
- $712.0K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $2.4M
- Shares Held
- 46.3K
- Avg Position
- $1.2M
- Median Position
- $1.2M
Biggest Investors
Institutions with the largest positions in DIVB as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $142.9M 0.04% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $57.2M 0.00% of portfolio |
$35.1M 0.20% of portfolio | |
 IAG Wealth Partners, LLC RIA/Wealth | $27.0M 3.25% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $24.8M 0.03% of portfolio |
C CI Private Wealth, LLC RIA/Wealth | $22.5M 0.04% of portfolio |
 SEGALL BRYANT & HAMILL Long Only Manager | $21.5M 0.29% of portfolio |
 IFG Advisory, LLC RIA/Wealth | $14.7M 0.67% of portfolio |
 Aptus Capital Advisors, LLC ETF Provider | $14.0M 0.13% of portfolio |
 Sunburst Financial Group, LLC RIA/Wealth | $13.7M 2.88% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DIVB in Q3 2025
- Traded
- +$73.3M
- Buyers
- 87
- Sellers
- 53
- Total Bought
- +$117.3M
- Total Sold
- −$44.0M
- Avg Position
- $3.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$25.1M +480.4K shares |
BANK OF AMERICA CORP /DE/ Institution | +$20.2M +386.6K shares |
Aptus Capital Advisors, LLC ETF Provider | +$13.7M +262.4K shares |
Sunburst Financial Group, LLC RIA/Wealth | +$13.7M +262.1K shares |
 San Luis Wealth Advisors LLC RIA/Wealth | +$4.2M +80.6K shares |
B | +$4.2M +79.8K shares |
 ABSOLUTE CAPITAL MANAGEMENT, LLC RIA/Wealth | +$2.8M +54.5K shares |
 INTEGRITY ALLIANCE, LLC. RIA/Wealth | +$2.6M +50.0K shares |
Cetera Investment Advisers RIA/Wealth | +$2.3M +45.0K shares |
+$2.2M +41.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Signal Advisors Wealth, LLC RIA/Wealth | −$25.4M −504.2K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$5.8M −110.5K shares |
−$3.5M −68.7K shares | |
IFG Advisory, LLC RIA/Wealth | −$2.2M −43.1K shares |
SEGALL BRYANT & HAMILL Long Only Manager | −$1.3M −25.3K shares |
C CI Private Wealth, LLC RIA/Wealth | −$1.2M −22.8K shares |
J J.W. COLE ADVISORS, INC. Institution | −$468.9K −9.3K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$440.0K −8.4K shares |
 JPMORGAN CHASE & CO Institution | −$415.8K −8.0K shares |
 PFG Private Wealth Management, LLC RIA/Wealth | −$345.7K −6.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DIVB in Q3 2025
- New Positions
- 14
- New Value
- $21.2M
- Exited Positions
- 16
- Exited Value
- $30.8M
New Positions
| Institution | Position Value |
|---|---|
Sunburst Financial Group, LLC RIA/Wealth | $13.7M 262.1K shares |
B | $4.2M 79.8K shares |
B BESSEMER GROUP INC Institution | $1.2M 23.7K shares |
 Mach-1 Financial Group, Inc. RIA/Wealth | $477.5K 9.1K shares |
 Integrity Advisory Solutions, LLC RIA/Wealth | $477.5K 9.1K shares |
C Citizens National Bank Trust Department Institution | $253.3K 4.8K shares |
 Creative Planning RIA/Wealth | $232.6K 4.5K shares |
 Lantern Wealth Advisors, LLC RIA/Wealth | $212.5K 4.1K shares |
 Buckingham Strategic Partners RIA/Wealth | $206.8K 4.0K shares |
S SHAKER INVESTMENTS LLC/OH Hedge Fund•Long/Short | $204.8K 3.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Signal Advisors Wealth, LLC RIA/Wealth | $25.4M 504.2K shares |
$3.5M 68.7K shares | |
J J.W. COLE ADVISORS, INC. Institution | $468.9K 9.3K shares |
PFG Private Wealth Management, LLC RIA/Wealth | $345.7K 6.9K shares |
B BROOKS, MOORE & ASSOCIATES, INC. RIA/Wealth | $274.2K 5.5K shares |
 Focus Financial Network, Inc. RIA/Wealth | $247.1K 4.9K shares |
 FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth | $237.9K 4.7K shares |
 PACIFIC SUN FINANCIAL CORP RIA/Wealth | $201.8K 4.0K shares |
C Colonial Trust Co / SC Institution | $67.8K 1.3K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | $62.8K 1.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in DIVB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DIVB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Masso Torrence Wealth Management Inc. RIA/Wealth | 5.34% $12.5M |
B | 4.14% $4.2M |
ABSOLUTE CAPITAL MANAGEMENT, LLC RIA/Wealth | 3.95% $9.2M |
 Compass Financial Services Inc RIA/Wealth | 3.28% $7.4M |
IAG Wealth Partners, LLC RIA/Wealth | 3.25% $27.0M |
Sunburst Financial Group, LLC RIA/Wealth | 2.88% $13.7M |
 Aspire Capital Advisors LLC RIA/Wealth | 2.45% $9.9M |
San Luis Wealth Advisors LLC RIA/Wealth | 2.27% $12.5M |
 Taylor Financial Group, Inc. RIA/Wealth | 2.24% $3.9M |
P Prepared Retirement Institute LLC RIA/Wealth | 1.20% $2.3M |
Hedge Fund Spotlight
Discover hedge funds investing in DIVB
S
SHAKER INVESTMENTS LLC/OH
Hedge Fund • Long/Short
Portfolio ManagerEdward Paul Hemmelgarn
- Portfolio Value
- $249.9M
- Positions
- 97
- Last Reported
- Q3 2025
Sector Allocation
I
Position in iShares Core Dividend
- Market Value
- $204.8K
- Shares Held
- 3.9K
- Portfolio Weight
- 0.08%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Banks - Regional Financial Services | $33.8M | 13.54% | |
Semiconductors Technology | $12.3M | 4.92% | |
Semiconductors Technology | $12.3M | 4.92% |
