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iShares Core Dividend ETF
DIVB

Overview Fund Activity

84 hedge funds and large institutions have $189M invested in iShares Core Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
32
Reduced
25
Closed
4
Calls
$97K
Puts
$18K
Net Calls
+$79K
Net Calls Change
-$63K

Top Buyers

1
IA
1
IFG Advisory
Georgia
$12.2M
2
FWM
2
Foguth Wealth Management
Michigan
$9.05M
3
KAS
3
Kestra Advisory Services
Texas
$3.95M
4
LPL Financial
4
LPL Financial
California
$26.4M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.3M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$26.5M
2
NA
2
NewEdge Advisors
Louisiana
$18.1K
3
SAW
3
Signal Advisors Wealth
Michigan
$222K
4
ACM
4
Advisors Capital Management
New Jersey
$2.93M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
26
Larson Financial Group
Missouri
$1.01M +$1.01M +22,771 New
Morgan Stanley
27
Morgan Stanley
New York
$987K +$132K +2,993 +15%
Prudential Financial
28
Prudential Financial
New Jersey
$983K -$246K -5,562 -20%
IF
29
Intrua Financial
Texas
$972K +$96.7K +2,185 +11%
AWS
30
Atria Wealth Solutions
New York
$933K +$16.9K +382 +2%
TWP
31
Tempus Wealth Planning
California
$844K -$63.1K -1,426 -7%
CA
32
Continuum Advisory
Idaho
$736K +$18.3K +414 +3%
WWM
33
Western Wealth Management
Colorado
$698K +$43.5K +983 +7%
PRI
34
Prepared Retirement Institute
Pennsylvania
$680K +$680K +15,376 New
KWA
35
Kellett Wealth Advisors
Ohio
$660K -$369K -8,336 -36%
Osaic Holdings
36
Osaic Holdings
Arizona
$624K -$229K -5,166 -27%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$581K +$253K +5,728 +77%
NCM
38
Next Capital Management
New York
$552K – – –
PGAM
39
Princeton Global Asset Management
New Jersey
$500K +$30.5K +690 +6%
FFN
40
Focus Financial Network
Minnesota
$447K -$2.19K -47 -0.5%
AAS
41
Avantax Advisory Services
Texas
$447K -$29.6K -668 -6%
TCM
42
Tandem Capital Management
New Jersey
$439K -$55.8K -1,270 -11%
PPWM
43
PFG Private Wealth Management
Florida
$407K -$177 -4 -0%
USCWA
44
U.S. Capital Wealth Advisors
Texas
$396K +$30.8K +697 +8%
KWM
45
Kingsview Wealth Management
Oregon
$387K -$42.2K -953 -10%
HNB
46
Huntington National Bank
Ohio
$356K -$358K – –
MF
47
Meridian Financial
Massachusetts
$340K +$47.2K +1,066 +16%
FAM
48
Family Asset Management
South Carolina
$340K +$133 +3 +0%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$338K – – –
CT
50
Colonial Trust
South Carolina
$336K – – –
1
2
3 4