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iShares Core Dividend ETF

64 hedge funds and large institutions have $125M invested in iShares Core Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
25
Reduced
15
Closed
11
Calls
$23K
Puts
$87K
Net Calls
-$64K
Net Calls Change
-$74K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$36.2M 996,985 +102,679 +11%
RIG
2
Roosevelt Investment Group
New York
$27.4M 755,007 -11,062 -1%
SWA
3
SFMG Wealth Advisors
Texas
$15.2M 419,895 +43,097 +11%
LPL Financial
4
LPL Financial
California
$10.3M 285,260 +22,879 +9%
PPWM
5
PFG Private Wealth Management
Florida
$7M 192,866 +4,101 +2%
CMA
6
Cedar Mountain Advisors
Oregon
$3M 82,689 +78,054 +1,684%
MW
7
MBL Wealth
North Carolina
$2.51M 69,289 +46,686 +207%
ATC
8
Argent Trust Co
Tennessee
$1.7M 46,905
CF
9
Centaurus Financial
California
$1.68M 46,288 -288 -0.6%
FAIM
10
Financial Advocates Investment Management
Washington
$1.65M 45,432 +45,432 New
TA
11
Townsend & Associates
Colorado
$1.53M 41,680 +2,296 +6%
PWM
12
Provident Wealth Management
Tennessee
$1.53M 42,096 -3,049 -7%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$1.36M 37,580 +37,580 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.12M 30,749 +426 +1%
CAN
15
Claraphi Advisory Network
United States
$981K 27,048 +1,084 +4%
Goldman Sachs
16
Goldman Sachs
New York
$970K 26,746 +26,746 New
KWA
17
Kellett Wealth Advisors
Ohio
$903K 24,887 +802 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$661K 18,226 -35,716 -66%
EH
19
Equitable Holdings
New York
$648K 17,874 -7,101 -28%
CAL
20
Capital Advisors Ltd
Ohio
$631K 17,399 +597 +4%
IAN
21
Integrated Advisors Network
Texas
$624K 17,192 -1,000 -5%
AAS
22
Avantax Advisory Services
Texas
$588K 16,201 +7,172 +79%
SPC
23
Sigma Planning Corp
Michigan
$517K 14,260 +4,941 +53%
IF
24
Intrua Financial
Texas
$485K 13,373 +1,846 +16%
DAS
25
Dynamic Advisor Solutions
Arizona
$439K 12,115 -1,370 -10%