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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 %
TVAMP
51
Tennessee Valley Asset Management Partners
Tennessee
$141K +$141K +3,426 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$133K -$525K -12,837 -80%
ASN
53
Advisory Services Network
Georgia
$76.6K +$76.6K +1,867 New
GRP
54
Global Retirement Partners
California
$45.8K +$45.8K +1,129 New
EW
55
Element Wealth
Mississippi
$42.6K +$22.2K +540 +108%
HI
56
Harbour Investments
Wisconsin
$40.1K – – –
BCV
57
Banque Cantonale Vaudoise
Switzerland
$35K – – –
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.1K – – –
Fidelity Investments
59
Fidelity Investments
Massachusetts
$26.8K +$26.1K +637 +3,747%
KFS
60
Kelly Financial Services
Massachusetts
$18.4K +$18.4K +448 New
SIS
61
Sound Income Strategies
Florida
$17.2K +$17.2K +418 New
UB
62
UMB Bank
Missouri
$16.4K – – –
NA
63
NewEdge Advisors
Louisiana
$9.85K – – –
AF
64
Advisornet Financial
Minnesota
$8.42K – – –
BWM
65
Baystate Wealth Management
Massachusetts
$3.7K +$3.7K +90 New
ACA
66
Aptus Capital Advisors
Alabama
$1.23K – – –
Wells Fargo
67
Wells Fargo
California
$12 -$31 -1 Closed
AssetMark Inc
68
AssetMark Inc
California
$5 -$5 – –
TRCT
69
Tower Research Capital (TRC)
New York
– -$575K -15,451 Closed
WP
70
WealthPLAN Partners
Nebraska
– -$281K -7,549 Closed
EH
71
Equitable Holdings
New York
– -$251K -6,730 Closed
SWP
72
Stratos Wealth Partners
Ohio
– -$248K -6,650 Closed
TP
73
Tranquility Partners
Tennessee
– -$205K -5,508 Closed
UBS Group
74
UBS Group
Switzerland
– -$96.9K -2,604 Closed
RW
75
RVW Wealth
California
– -$60K -1,611 Closed
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