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iShares Core Dividend ETF
DIVB

Overview Fund Activity

78 hedge funds and large institutions have $165M invested in iShares Core Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
27
Reduced
19
Closed
5
Calls
$160K
Puts
$18K
Net Calls
+$142K
Net Calls Change
-$78K

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$13.1M
2
LPL Financial
2
LPL Financial
California
$24M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3M
4
CA
4
Cetera Advisors
Colorado
$2.74M
5
NA
5
NewEdge Advisors
Louisiana
$2.04M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.7M
2
PPWM
2
PFG Private Wealth Management
Florida
$410K
3
Bank of America
3
Bank of America
North Carolina
$18.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$859K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
26
Kellett Wealth Advisors
Ohio
$1.03M +$124K +2,792 +14%
AWS
27
Atria Wealth Solutions
New York
$921K +$921K +20,701 New
TWP
28
Tempus Wealth Planning
California
$913K +$913K +20,511 New
IF
29
Intrua Financial
Texas
$880K +$108K +2,422 +14%
Morgan Stanley
30
Morgan Stanley
New York
$859K -$1.39M -31,225 -62%
Osaic Holdings
31
Osaic Holdings
Arizona
$857K -$1.17M -26,312 -58%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$742K +$424K +9,523 +133%
CA
33
Continuum Advisory
Idaho
$711K +$30.4K +693 +4%
WWM
34
Western Wealth Management
Colorado
$658K +$658K +14,797 New
FHA
35
Flagship Harbor Advisors
Massachusetts
$597K +$597K +13,425 New
NCM
36
Next Capital Management
New York
$556K – – –
TCM
37
Tandem Capital Management
New Jersey
$501K +$16.9K +380 +3%
AAS
38
Avantax Advisory Services
Texas
$479K -$7.97K -179 -2%
PGAM
39
Princeton Global Asset Management
New Jersey
$473K -$311K -6,994 -40%
KWM
40
Kingsview Wealth Management
Oregon
$431K +$17.1K +384 +4%
PPWM
41
PFG Private Wealth Management
Florida
$410K -$7.9M -177,627 -95%
FFN
42
Focus Financial Network
Minnesota
$406K +$12.3K +291 +3%
USCWA
43
U.S. Capital Wealth Advisors
Texas
$367K – – –
HNB
44
Huntington National Bank
Ohio
$358K -$330K – –
FAM
45
Family Asset Management
South Carolina
$342K -$157K -3,531 -31%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$340K +$11.3K +254 +3%
CT
47
Colonial Trust
South Carolina
$338K -$267 -6 -0.1%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$329K +$55K +1,236 +20%
PCS
49
Personal CFO Solutions
New Jersey
$320K +$28.1K +632 +10%
FAIM
50
Financial Advocates Investment Management
Washington
$304K -$13.7K -308 -4%
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