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iShares Core Dividend ETF
DIVB

Overview Fund Activity

67 hedge funds and large institutions have $120M invested in iShares Core Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
24
Reduced
14
Closed
8
Calls
$190K
Puts
$50K
Net Calls
+$140K
Net Calls Change
+$134K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.61M
2
MW
2
MBL Wealth
North Carolina
$4.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$785K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$541K
5
GGS
5
Galvin Gaustad & Stein
Arizona
$472K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.7K
2
TA
2
Townsend & Associates
Colorado
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FAIM
4
Financial Advocates Investment Management
Washington
$645K
5
SWA
5
SFMG Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$447K 11,921 +2,059 +21%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$429K 11,448 -34,390 -75%
KWM
28
Kingsview Wealth Management
Oregon
$425K 11,325 +3,440 +44%
PWM
29
Prosperity Wealth Management
California
$417K 11,105 +11,105 New
TCM
30
Tandem Capital Management
New Jersey
$410K 10,940 +2,905 +36%
Prudential Financial
31
Prudential Financial
New Jersey
$356K 9,486 +9,486 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$353K 9,422 +2,345 +33%
CAL
33
Capital Advisors Ltd
Ohio
$350K 9,336 -4,157 -31%
EH
34
Equitable Holdings
New York
$333K 8,877 -6,856 -44%
HighTower Advisors
35
HighTower Advisors
Illinois
$326K 8,692 +8,692 New
RA
36
Rodgers & Associates
Pennsylvania
$314K 8,372 – –
HNB
37
Huntington National Bank
Ohio
– – – –
T
38
TRUADVICE
Florida
$301K 7,725 +951 +14%
MCC
39
Money Concepts Capital
Florida
$289K 7,698 +7,698 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$279K 7,425 +1,044 +16%
WIM
41
WealthPlan Investment Management
Nebraska
$239K 6,060 +135 +2%
WP
42
WealthPLAN Partners
Nebraska
$238K 6,060 +6,060 New
TRCT
43
Tower Research Capital (TRC)
New York
$231K 6,146 -1,973 -24%
LCWP
44
Legacy Capital Wealth Partners
Arkansas
$220K 5,874 +5,874 New
CA
45
CoreCap Advisors
Michigan
$177K 4,715 +4,715 New
UBS Group
46
UBS Group
Switzerland
$163K 4,353 +4,353 New
FCAG
47
First Capital Advisors Group
New Jersey
$144K 3,835 -2,171 -36%
BAM
48
Belpointe Asset Management
Nevada
$115K 3,070 +18 +0.6%
ASN
49
Advisory Services Network
Georgia
$98K 2,613 +2,613 New
JIR
50
James Investment Research
Ohio
$93K 2,482 +27 +1%
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