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iShares Core Dividend ETF
DIVB

Overview Fund Activity

67 hedge funds and large institutions have $120M invested in iShares Core Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
24
Reduced
14
Closed
8
Calls
$190K
Puts
$50K
Net Calls
+$140K
Net Calls Change
+$134K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.61M
2
MW
2
MBL Wealth
North Carolina
$4.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$785K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$541K
5
GGS
5
Galvin Gaustad & Stein
Arizona
$472K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.7K
2
TA
2
Townsend & Associates
Colorado
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
FAIM
4
Financial Advocates Investment Management
Washington
$645K
5
SWA
5
SFMG Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$38.3M 1,019,901 +3,170 +0.3%
Corient Private Wealth
2
Corient Private Wealth
Florida
$38M 1,012,314 +1,012,314 New
LPL Financial
3
LPL Financial
California
$10.5M 279,667 -1,168 -0.4%
MW
4
MBL Wealth
North Carolina
$4.4M 117,342 +23,905 +26%
CMA
5
Cedar Mountain Advisors
Oregon
$3.23M 85,992 +647 +0.8%
ATC
6
Argent Trust Co
Tennessee
$2.12M 56,433 +9,528 +20%
PWM
7
Provident Wealth Management
Tennessee
$1.99M 52,961 +2,176 +4%
BCG
8
Breakwater Capital Group
New Jersey
$1.92M 51,187 +51,187 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.61M 42,983 +32,300 +302%
CAN
10
Claraphi Advisory Network
United States
$940K 25,060 +11,048 +79%
AWA
11
AmeriServ Wealth Advisors
Pennsylvania
$821K 21,898 +4,823 +28%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$785K 20,932 +20,932 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$764K 20,364 -8,920 -30%
KWA
14
Kellett Wealth Advisors
Ohio
$699K 18,644 +3 +0%
SPC
15
Sigma Planning Corp
Michigan
$685K 18,262 -46 -0.3%
FAIM
16
Financial Advocates Investment Management
Washington
$645K 17,203 -39,692 -70%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$633K 16,852 +2,998 +22%
PGAM
18
Princeton Global Asset Management
New Jersey
$619K 16,490 +3,994 +32%
AAS
19
Avantax Advisory Services
Texas
$602K 16,044 +271 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$597K 15,921 -1,407 -8%
CAN
21
Cetera Advisor Networks
California
$591K 15,762 -4,602 -23%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$541K 14,428 +14,428 New
IF
23
Intrua Financial
Texas
$529K 13,950 +257 +2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$492K 13,106 +2,644 +25%
GGS
25
Galvin Gaustad & Stein
Arizona
$472K 12,573 +12,573 New
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