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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 %
MF
51
Meridian Financial
Massachusetts
$295K +$22.6K +509 +8%
CAL
52
Capital Advisors Ltd
Ohio
$290K – – –
RWB
53
RMR Wealth Builders
New Jersey
$273K -$191K -4,287 -41%
IWC
54
Integrated Wealth Concepts
Massachusetts
$264K – – –
SWP
55
Stratos Wealth Partners
Ohio
$263K +$263K +5,900 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$242K +$11.3K +255 +5%
TRCT
57
Tower Research Capital (TRC)
New York
$218K +$218K +4,892 New
CA
58
CoreCap Advisors
Michigan
$216K -$15.7K -352 -7%
LWM
59
Liberty Wealth Management
California
$211K +$211K +4,744 New
PAG
60
Private Advisor Group
New Jersey
$201K +$201K +4,509 New
WKWM
61
Walter & Keenan Wealth Management
Indiana
$200K +$200K +4,500 New
PS
62
Principal Securities
Iowa
$136K -$30.7K -689 -18%
GRP
63
Global Retirement Partners
California
$50.2K – – –
EW
64
Element Wealth
Mississippi
$46.2K – – –
Wells Fargo
65
Wells Fargo
California
$44.9K +$44.9K +1,009 New
US Bancorp
66
US Bancorp
Minnesota
$43.9K +$43.9K +987 New
HI
67
Harbour Investments
Wisconsin
$43.5K – – –
BCV
68
Banque Cantonale Vaudoise
Switzerland
$38K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$38K +$8.9K +200 +31%
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6K – – –
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$30.1K +$30.1K +680 New
SS
72
Sunbelt Securities
Texas
$24.2K +$24.2K +543 New
VNA
73
Valley National Advisers
Pennsylvania
$22K +$22K +506 New
UB
74
UMB Bank
Missouri
$17.8K – – –
MCM
75
MidAtlantic Capital Management
Virginia
$10.2K -$242K -5,443 -96%
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