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iShares Core Dividend ETF
DIVB

Overview Fund Activity

56 hedge funds and large institutions have $126M invested in iShares Core Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
56
Holders Change
-8
Holders Change %
-12.5%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
21
Reduced
20
Closed
12
Calls
$87K
Puts
$81K
Net Calls
+$6K
Net Calls Change
+$70K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.5M
3
MW
3
MBL Wealth
North Carolina
$3.16M
4
Bank of America
4
Bank of America
North Carolina
$34.4M
5
AWA
5
AmeriServ Wealth Advisors
Pennsylvania
$577K

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$1.37M
2
PPWM
2
PFG Private Wealth Management
Florida
$8K
3
CF
3
Centaurus Financial
California
$0
4
IAN
4
Integrated Advisors Network
Texas
$0
5
CAN
5
Claraphi Advisory Network
United States
$473K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$34.4M 1,016,731 +19,746 +2%
RIG
2
Roosevelt Investment Group
New York
$26M 769,294 +14,287 +2%
Morgan Stanley
3
Morgan Stanley
New York
$25.8M 764,518 +764,500 +4,247,222%
LPL Financial
4
LPL Financial
California
$9.49M 280,835 -4,425 -2%
MW
5
MBL Wealth
North Carolina
$3.16M 93,437 +24,148 +35%
CMA
6
Cedar Mountain Advisors
Oregon
$2.88M 85,345 +2,656 +3%
FAIM
7
Financial Advocates Investment Management
Washington
$1.92M 56,895 +11,463 +25%
PWM
8
Provident Wealth Management
Tennessee
$1.72M 50,785 +8,689 +21%
TA
9
Townsend & Associates
Colorado
$1.71M 45,997 +4,317 +10%
ATC
10
Argent Trust Co
Tennessee
$1.59M 46,905 – –
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$1.55M 45,838 +8,258 +22%
Citadel Advisors
12
Citadel Advisors
Florida
$1.5M 44,422 +44,422 New
SWA
13
SFMG Wealth Advisors
Texas
$1.37M 40,196 -379,699 -90%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$989K 29,284 -1,465 -5%
Goldman Sachs
15
Goldman Sachs
New York
$904K 26,746 – –
KWA
16
Kellett Wealth Advisors
Ohio
$692K 18,641 -6,246 -25%
CAN
17
Cetera Advisor Networks
California
$688K 20,364 +8,954 +78%
SPC
18
Sigma Planning Corp
Michigan
$619K 18,308 +4,048 +28%
Osaic Holdings
19
Osaic Holdings
Arizona
$586K 17,328 -898 -5%
AWA
20
AmeriServ Wealth Advisors
Pennsylvania
$577K 17,075 +17,075 New
AAS
21
Avantax Advisory Services
Texas
$533K 15,773 -428 -3%
EH
22
Equitable Holdings
New York
$532K 15,733 -2,141 -12%
CAN
23
Claraphi Advisory Network
United States
$473K 14,012 -13,036 -48%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$468K 13,854 +2,965 +27%
IF
25
Intrua Financial
Texas
$463K 13,693 +320 +2%
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