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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 %
CAG
51
Csenge Advisory Group
Florida
$300K +$300K +6,773 New
CA
52
Claro Advisors
Massachusetts
$290K +$290K +6,566 New
CAL
53
Capital Advisors Ltd
Ohio
$289K – – –
PCS
54
Personal CFO Solutions
New Jersey
$269K -$49.5K -1,118 -16%
RWB
55
RMR Wealth Builders
New Jersey
$269K -$2.61K -59 -1%
IWC
56
Integrated Wealth Concepts
Massachusetts
$263K +$664 +15 +0.3%
RJA
57
Raymond James & Associates
Florida
$254K +$254K +5,734 New
CA
58
CoreCap Advisors
Michigan
$243K +$28.7K +649 +13%
SWP
59
Stratos Wealth Partners
Ohio
$226K -$35.4K -800 -14%
SAW
60
Signal Advisors Wealth
Michigan
$222K -$1.54M -34,733 -87%
FFS
61
Founders Financial Securities
Maryland
$222K +$222K +5,013 New
LWM
62
Liberty Wealth Management
California
$211K +$1.33K +30 +0.6%
KFI
63
Key Financial Inc
Pennsylvania
$208K +$208K +4,693 New
PS
64
Principal Securities
Iowa
$135K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$92.9K +$55.1K +1,246 +146%
Wells Fargo
66
Wells Fargo
California
$72K +$27.3K +617 +61%
HI
67
Harbour Investments
Wisconsin
$67.8K +$24.5K +553 +57%
GRP
68
Global Retirement Partners
California
$45.9K -$4.03K -91 -8%
EW
69
Element Wealth
Mississippi
$45.9K – – –
US Bancorp
70
US Bancorp
Minnesota
$43.7K – – –
BCV
71
Banque Cantonale Vaudoise
Switzerland
$38K – – –
TRCT
72
Tower Research Capital (TRC)
New York
$36.7K -$180K -4,063 -83%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$27K -$3K -68 -10%
SS
74
Sunbelt Securities
Texas
$24.2K +$133 +3 +0.6%
VNA
75
Valley National Advisers
Pennsylvania
$22K – – –
1 2
3
4