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

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$9.22M
2
Corient Private Wealth
Corient Private Wealth
Florida
$25.7M
3
KAS
Kestra Advisory Services
Texas
$1.81M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$259K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
76
KWB Wealth
California
$215K +$215K +4,854 New
TA
77
TruWealth Advisors
Louisiana
$205K +$205K +4,235 New
GRP
78
Global Retirement Partners
California
$184K +$134K +2,766 +266%
US Bancorp
79
US Bancorp
Minnesota
$176K +$128K +2,643 +268%
PS
80
Principal Securities
Iowa
$148K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$126K +$24.3K +501 +24%
VNA
82
Valley National Advisers
Pennsylvania
$110K +$85.7K +1,789 +354%
HI
83
Harbour Investments
Wisconsin
$84.4K +$10.2K +211 +14%
EW
84
Element Wealth
Mississippi
$50.3K – – –
Wells Fargo
85
Wells Fargo
California
$47.9K -$30.9K -638 -39%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$29.7K – – –
SS
87
Sunbelt Securities
Texas
$26.7K +$242 +5 +0.9%
NA
88
NewEdge Advisors
Louisiana
$23K +$3.1K +64 +16%
PTC
89
Private Trust Company
Ohio
$11.4K +$11.4K +235 New
MCM
90
MidAtlantic Capital Management
Virginia
$11.1K – – –
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.7K – – –
AF
92
Advisornet Financial
Minnesota
$9.93K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$8.29K +$8.29K +171 New
GWS
94
Glassman Wealth Services
Virginia
$6.06K +$6.06K +125 New
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$5.88K +$1.93K +40 +49%
GWSG
96
GPS Wealth Strategies Group
Colorado
$5.66K +$5.66K +117 New
SIS
97
Sound Income Strategies
Florida
$2.81K – – –
ACA
98
Aptus Capital Advisors
Alabama
$1.45K – – –
RFG
99
REAP Financial Group
Texas
$485 – – –
AssetMark Inc
100
AssetMark Inc
California
$6 -$6 – –
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4
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