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iShares Core Dividend ETF
DIVB

Overview Fund Activity

39 hedge funds and large institutions have $105M invested in iShares Core Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+13
Holders Change %
+50%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
13
Reduced
6
Closed
4
Calls
$336K
Puts
$61K
Net Calls
+$275K
Net Calls Change
+$213K

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$15.4M
2
PPWM
2
PFG Private Wealth Management
Florida
$7.51M
3
LPL Financial
3
LPL Financial
California
$12.1M
4
WWM
4
WJ Wealth Management
Arizona
$8.5M
5
RIG
5
Roosevelt Investment Group
New York
$29.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$118K
2
HNB
2
Huntington National Bank
Ohio
$283K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$453K
4
LWM
4
Liberty Wealth Management
California
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
Roosevelt Investment Group
New York
$29.3M 684,653 +47,468 +7%
SWA
2
SFMG Wealth Advisors
Texas
$15.4M 360,181 +360,181 New
Bank of America
3
Bank of America
North Carolina
$13.2M 308,504 +15,946 +5%
LPL Financial
4
LPL Financial
California
$12.1M 283,405 +88,273 +45%
WWM
5
WJ Wealth Management
Arizona
$8.5M 199,004 +48,746 +32%
PPWM
6
PFG Private Wealth Management
Florida
$7.51M 175,689 +175,689 New
Osaic Holdings
7
Osaic Holdings
Arizona
$4.77M 111,546 -1,880 -2%
PWM
8
Provident Wealth Management
Tennessee
$1.94M 45,357 +2,093 +5%
ATC
9
Argent Trust Co
Tennessee
$1.93M 45,116 +627 +1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.23M 28,830 +2,422 +9%
KWA
11
Kellett Wealth Advisors
Ohio
$880K 20,582 +20,582 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$845K 19,756 +19,756 New
Goldman Sachs
13
Goldman Sachs
New York
$735K 17,195 +140 +0.8%
LAS
14
LWM Advisory Services
Florida
$707K 16,540 +16,540 New
DAS
15
Dynamic Advisor Solutions
Arizona
$604K 14,115 +1,790 +15%
EH
16
Equitable Holdings
New York
$550K 12,855 +7,516 +141%
IF
17
Intrua Financial
Texas
$455K 10,643 +10,643 New
CAN
18
Claraphi Advisory Network
United States
$454K 10,607 +1,970 +23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$453K 10,586 -4,130 -28%
CAN
20
Cetera Advisor Networks
California
$423K 9,898 +9,898 New
ASN
21
Advisory Services Network
Georgia
$372K 8,702 -1,105 -11%
PGAM
22
Princeton Global Asset Management
New Jersey
$345K 8,058 +8,058 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$291K 6,800 +6,800 New
HNB
24
Huntington National Bank
Ohio
– – – –
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$259K 6,057 +50 +0.8%
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