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iShares Core Dividend ETF
DIVB

Overview Fund Activity

59 hedge funds and large institutions have $116M invested in iShares Core Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
19
Closed
6
Calls
$171K
Puts
$831K
Net Calls
-$660K
Net Calls Change
-$40K

Top Buyers

1
ACM
1
Advisors Capital Management
New Jersey
$5.11M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.77M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.94M
5
RWB
5
RMR Wealth Builders
New Jersey
$828K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$15.9M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$26.6M
3
LPL Financial
3
LPL Financial
California
$9.19M
4
BCG
4
Breakwater Capital Group
New Jersey
$1.41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$597K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$550K 14,766 +496 +3%
NCM
27
Next Capital Management
New York
$465K 12,487 +12,487 New
Morgan Stanley
28
Morgan Stanley
New York
$418K 11,234 +3,753 +50%
AAS
29
Avantax Advisory Services
Texas
$409K 10,982 -1,389 -11%
TCM
30
Tandem Capital Management
New Jersey
$409K 10,980 -90 -0.8%
KWM
31
Kingsview Wealth Management
Oregon
$403K 10,830 -97 -0.9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$393K 10,560 -686 -6%
CAN
33
Cetera Advisor Networks
California
$381K 10,246 -890 -8%
FFN
34
Focus Financial Network
Minnesota
$338K 8,987 +819 +10%
HNB
35
Huntington National Bank
Ohio
– – – –
WP
36
WealthPLAN Partners
Nebraska
$281K 7,549 +280 +4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$275K 7,376 +907 +14%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$255K 6,857 -5,878 -46%
EH
39
Equitable Holdings
New York
$251K 6,730 -116 -2%
FAIM
40
Financial Advocates Investment Management
Washington
$250K 6,711 -525 -7%
SWP
41
Stratos Wealth Partners
Ohio
$248K 6,650 +6,650 New
CAL
42
Capital Advisors Ltd
Ohio
$243K 6,522 -352 -5%
MF
43
Meridian Financial
Massachusetts
$227K 6,095 – –
IWC
44
Integrated Wealth Concepts
Massachusetts
$221K 5,923 – –
PPWM
45
PFG Private Wealth Management
Florida
$210K 5,638 -9,659 -63%
TP
46
Tranquility Partners
Tennessee
$205K 5,508 +5,508 New
UBS Group
47
UBS Group
Switzerland
$96.9K 2,604 +2,604 New
RW
48
RVW Wealth
California
$60K 1,611 +1,611 New
FAM
49
Family Asset Management
South Carolina
$59.2K 1,589 -560 -26%
HI
50
Harbour Investments
Wisconsin
$36.4K 978 – –
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2
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