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iShares Core Dividend ETF
DIVB

Overview Fund Activity

65 hedge funds and large institutions have $140M invested in iShares Core Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
21
Reduced
13
Closed
9
Calls
$245K
Puts
$25K
Net Calls
+$220K
Net Calls Change
+$880K

Top Buyers

1
PPWM
1
PFG Private Wealth Management
Florida
$7.67M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$31.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.02M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.07M
5
Bank of America
5
Bank of America
North Carolina
$19M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$27M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$293K
3
ACM
3
Advisors Capital Management
New Jersey
$4.26M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.87M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
26
Next Capital Management
New York
$513K – – –
FAM
27
Family Asset Management
South Carolina
$461K +$396K +9,635 +606%
AAS
28
Avantax Advisory Services
Texas
$449K -$1.64K -40 -0.4%
TCM
29
Tandem Capital Management
New Jersey
$446K -$4.52K -110 -1%
RWB
30
RMR Wealth Builders
New Jersey
$428K -$485K -11,812 -53%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$421K -$12.9K -313 -3%
CAN
32
Cetera Advisor Networks
California
$404K -$16.9K -412 -4%
MCM
33
MidAtlantic Capital Management
Virginia
$392K +$392K +5,673 New
FFN
34
Focus Financial Network
Minnesota
$384K +$15K +365 +4%
KWM
35
Kingsview Wealth Management
Oregon
$382K -$62.4K -1,520 -14%
USCWA
36
U.S. Capital Wealth Advisors
Texas
$339K +$339K +8,247 New
HNB
37
Huntington National Bank
Ohio
$330K -$299K – –
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$303K – – –
CT
39
Colonial Trust
South Carolina
$294K +$294K +7,610 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$293K -$1.99M -48,420 -87%
FAIM
41
Financial Advocates Investment Management
Washington
$293K +$17.2K +418 +6%
PCS
42
Personal CFO Solutions
New Jersey
$270K +$270K +6,566 New
CAL
43
Capital Advisors Ltd
Ohio
$268K – – –
SW
44
SVB Wealth
Massachusetts
$267K +$267K +6,502 New
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$253K +$253K +6,159 New
MF
46
Meridian Financial
Massachusetts
$251K +$1.07K +26 +0.4%
IWC
47
Integrated Wealth Concepts
Massachusetts
$243K – – –
CA
48
CoreCap Advisors
Michigan
$214K +$214K +5,203 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$213K +$213K +5,184 New
PS
50
Principal Securities
Iowa
$154K +$154K +3,741 New
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