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iShares Core Dividend ETF
DIVB

Overview Fund Activity

106 hedge funds and large institutions have $366M invested in iShares Core Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
56
Reduced
18
Closed
7
Calls
$16K
Puts
$74K
Net Calls
-$58K
Net Calls Change
-$79K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$79.7M
2
FWM
2
Foguth Wealth Management
Michigan
$23.6M
3
ACM
3
Absolute Capital Management
Pennsylvania
$5.31M
4
SAW
4
Signal Advisors Wealth
Michigan
$19.8M
5
KAS
5
Kestra Advisory Services
Texas
$6.37M

Top Sellers

1
VAM
1
Verity Asset Management
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.2M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
SBH
4
Segall Bryant & Hamill
Illinois
$24.1M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFG
26
Taylor Financial Group
Virginia
$2.67M +$169K +3,563 +7%
BCG
27
Breakwater Capital Group
New Jersey
$2.63M +$185K +3,901 +8%
Morgan Stanley
28
Morgan Stanley
New York
$2.42M +$533K +11,235 +28%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.2M -$1.89M -39,931 -46%
SA
30
Sanctuary Advisors
Indiana
$2M +$307K +6,160 +18%
IWM
31
IHT Wealth Management
Illinois
$1.86M +$176K +3,721 +10%
GGS
32
Galvin Gaustad & Stein
Arizona
$1.72M +$51.7K +1,090 +3%
LFG
33
Larson Financial Group
Missouri
$1.52M +$250K +5,278 +20%
PRI
34
Prepared Retirement Institute
Pennsylvania
$1.44M +$255K +5,378 +21%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.37M +$498K +10,516 +57%
TRCT
36
Tower Research Capital (TRC)
New York
$1.18M +$1.18M +24,954 New
SA
37
Sovran Advisors
California
$1.17M +$1.17M +24,565 New
KAS
38
KPP Advisory Services
Kentucky
$1.13M +$122K +2,565 +12%
CW
39
CreativeOne Wealth
Kansas
$1.08M +$248K +5,240 +30%
AWS
40
Atria Wealth Solutions
New York
$1.06M -$97.5K -2,057 -8%
FHA
41
Flagship Harbor Advisors
Massachusetts
$1.03M +$88.9K +1,875 +9%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$985K +$732K +15,434 +288%
TWP
43
Tempus Wealth Planning
California
$933K +$9.81K +207 +1%
PGAM
44
Princeton Global Asset Management
New Jersey
$870K -$30K -633 -3%
CA
45
Continuum Advisory
Idaho
$806K – – –
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$756K +$131K +2,756 +21%
FAIM
47
Financial Advocates Investment Management
Washington
$704K +$15.9K +336 +2%
WWM
48
Western Wealth Management
Colorado
$704K +$35K +738 +5%
OC
49
Oppenheimer & Co
New York
$701K +$47.1K +994 +7%
IWC
50
Integrated Wealth Concepts
Massachusetts
$625K +$323K +6,818 +107%
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