DIVB icon

iShares Core Dividend ETF
DIVB

Overview Fund Activity

57 hedge funds and large institutions have $135M invested in iShares Core Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
17
Closed
11
Calls
$177K
Puts
$797K
Net Calls
-$620K
Net Calls Change
-$646K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$24M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.84M
3
MFG
3
MidWestOne Financial Group
Iowa
$1.37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$934K
5
CA
5
Continuum Advisory
Idaho
$594K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.78M
2
PWM
2
Provident Wealth Management
Tennessee
$0
3
Bank of America
3
Bank of America
North Carolina
$28.8M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$487K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$390K
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
1
Corient Private Wealth
Florida
$38.6M 1,010,169 -10,124 -1%
Bank of America
2
Bank of America
North Carolina
$28.8M 753,601 -48,616 -6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$24M 628,453 +57,860 +10%
LPL Financial
4
LPL Financial
California
$11.1M 291,343 -1,371 -0.5%
CMA
5
Cedar Mountain Advisors
Oregon
$3.39M 88,746 +1,779 +2%
BCG
6
Breakwater Capital Group
New Jersey
$3.09M 80,840 -2,945 -4%
ATC
7
Argent Trust Co
Tennessee
$2.16M 56,433 – –
Citadel Advisors
8
Citadel Advisors
Florida
$1.84M 48,079 +24,534 +104%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.78M 46,500 -69,000 -60%
T
10
TRUADVICE
Florida
$1.75M 44,626 +2,626 +6%
Goldman Sachs
11
Goldman Sachs
New York
$1.72M 44,986 -1,278 -3%
MFG
12
MidWestOne Financial Group
Iowa
$1.37M 35,767 +23,422 +190%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$934K 24,415 +17,495 +253%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$840K 21,959 +735 +3%
GGS
15
Galvin Gaustad & Stein
Arizona
$838K 21,898 +1,652 +8%
KWA
16
Kellett Wealth Advisors
Ohio
$721K 18,849 +1,304 +7%
Prudential Financial
17
Prudential Financial
New Jersey
$715K 18,699 +4,077 +28%
IF
18
Intrua Financial
Texas
$715K 18,689 +85 +0.5%
PGAM
19
Princeton Global Asset Management
New Jersey
$658K 17,200 – –
CA
20
Continuum Advisory
Idaho
$594K 15,520 +15,520 New
PPWM
21
PFG Private Wealth Management
Florida
$585K 15,297 +10 +0.1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$546K 14,270 +1,600 +13%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$487K 12,735 -31,753 -71%
AAS
24
Avantax Advisory Services
Texas
$473K 12,371 +3 +0%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$430K 11,246 +4 +0%
1
2 3