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iShares Core Dividend ETF
DIVB

Overview Fund Activity

98 hedge funds and large institutions have $301M invested in iShares Core Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
44
Reduced
20
Closed
7
Calls
$45K
Puts
$24K
Net Calls
+$21K
Net Calls Change
-$58K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$66.2M
2
SBH
2
Segall Bryant & Hamill
Illinois
$25.7M
3
SAW
3
Signal Advisors Wealth
Michigan
$15.2M
4
WIA
4
World Investment Advisors
California
$10.3M
5
FWM
5
Foguth Wealth Management
Michigan
$15.5M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.22M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$25.7M
3
KAS
3
Kestra Advisory Services
Texas
$1.81M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$259K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$1.72M +$1.72M +35,537 New
SA
27
Sanctuary Advisors
Indiana
$1.72M -$142K -2,806 -8%
GGS
28
Galvin Gaustad & Stein
Arizona
$1.71M +$341K +7,039 +25%
Prudential Financial
29
Prudential Financial
New Jersey
$1.58M +$500K +10,316 +46%
LFG
30
Larson Financial Group
Missouri
$1.29M +$192K +3,957 +17%
PRI
31
Prepared Retirement Institute
Pennsylvania
$1.21M +$467K +9,649 +63%
AWS
32
Atria Wealth Solutions
New York
$1.18M +$161K +3,316 +16%
KAS
33
KPP Advisory Services
Kentucky
$1.03M +$1.03M +21,230 New
FHA
34
Flagship Harbor Advisors
Massachusetts
$959K +$959K +19,786 New
TWP
35
Tempus Wealth Planning
California
$944K +$18.8K +389 +2%
PGAM
36
Princeton Global Asset Management
New Jersey
$920K +$372K +7,686 +68%
Osaic Holdings
37
Osaic Holdings
Arizona
$888K +$205K +4,226 +30%
CW
38
CreativeOne Wealth
Kansas
$852K +$852K +17,591 New
CA
39
Continuum Advisory
Idaho
$843K +$18.2K +367 +2%
KWA
40
Kellett Wealth Advisors
Ohio
$723K – – –
FAIM
41
Financial Advocates Investment Management
Washington
$704K -$645K -13,310 -48%
WWM
42
Western Wealth Management
Colorado
$684K -$80.6K -1,664 -11%
OC
43
Oppenheimer & Co
New York
$668K +$668K +13,792 New
Jane Street
44
Jane Street
New York
$652K +$652K +13,448 New
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$639K +$3.59K +74 +0.6%
AAS
46
Avantax Advisory Services
Texas
$509K +$20.3K +418 +4%
TCM
47
Tandem Capital Management
New Jersey
$494K +$10.9K +225 +2%
KWM
48
Kingsview Wealth Management
Oregon
$448K +$24.1K +497 +6%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$433K – – –
IF
50
Intrua Financial
Texas
$413K -$652K -13,455 -61%
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