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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LWM
76
Liberty Wealth Management
California
$230K 4,846 +36 +0.7%
KW
77
KWB Wealth
California
$226K 4,666 -188 -4%
Mariner
78
Mariner
Kansas
$223K 4,713 +22 +0.5%
KFI
79
Key Financial Inc
Pennsylvania
$222K 4,693 – –
WKWM
80
Walter & Keenan Wealth Management
Indiana
$213K 4,500 – –
GRP
81
Global Retirement Partners
California
$208K 4,390 +586 +15%
MML Investors Services
82
MML Investors Services
Massachusetts
$204K 4,300 -890 -17%
TA
83
TruWealth Advisors
Louisiana
$201K 4,235 – –
AF
84
Advisornet Financial
Minnesota
$169K 3,575 +3,370 +1,644%
VNA
85
Valley National Advisers
Pennsylvania
$159K 3,386 +1,091 +48%
PS
86
Principal Securities
Iowa
$145K 3,052 – –
PTC
87
Private Trust Company
Ohio
$121K 2,558 +2,323 +989%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$107K 2,252 -349 -13%
HI
89
Harbour Investments
Wisconsin
$75.1K 1,584 -158 -9%
GWSG
90
GPS Wealth Strategies Group
Colorado
$53.1K 1,121 +1,004 +858%
EW
91
Element Wealth
Mississippi
$49.2K 1,038 – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$47.4K 1,000 +1,000 New
SFG
93
Stonebridge Financial Group
Pennsylvania
$31.7K 668 +668 New
NA
94
NewEdge Advisors
Louisiana
$29.6K 624 +150 +32%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$29.1K 612 – –
SIS
96
Sound Income Strategies
Florida
$26.5K 559 +501 +864%
SS
97
Sunbelt Securities
Texas
$26.2K 555 +4 +0.7%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$24.4K 515 +393 +322%
GM
99
GeoWealth Management
Illinois
$20.1K 424 +424 New
MHR
100
Matthew Hamilton Rosenberg
$18.6K 392 +392 New
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4
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