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iShares Core Dividend ETF

59 hedge funds and large institutions have $116M invested in iShares Core Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
19
Closed
6
Calls
$171K
Puts
$831K
Net Calls
-$660K
Net Calls Change
-$40K
Name Market Value Shares Shares
Change
Shares
Change %
Corient Private Wealth
1
Corient Private Wealth
Florida
$26.6M 714,898 -295,271 -29%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$25.9M 696,602 +68,149 +11%
Bank of America
3
Bank of America
North Carolina
$15.9M 425,874 -327,727 -43%
LPL Financial
4
LPL Financial
California
$9.19M 246,740 -44,603 -15%
ACM
5
Advisors Capital Management
New Jersey
$5.11M 137,292 +137,292 New
CMA
6
Cedar Mountain Advisors
Oregon
$3.38M 90,659 +1,913 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.77M 74,296 +63,101 +564%
ATC
8
Argent Trust Co
Tennessee
$2.12M 56,859 +426 +0.8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.07M 55,563 +9,063 +19%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.94M 52,196 +30,237 +138%
Goldman Sachs
11
Goldman Sachs
New York
$1.67M 44,986
MFG
12
MidWestOne Financial Group
Iowa
$1.63M 43,726 +7,959 +22%
T
13
TRUADVICE
Florida
$1.59M 42,915 -1,711 -4%
BCG
14
Breakwater Capital Group
New Jersey
$1.41M 38,765 -42,075 -52%
RWB
15
RMR Wealth Builders
New Jersey
$828K 22,232 +22,232 New
GGS
16
Galvin Gaustad & Stein
Arizona
$815K 21,898
KWA
17
Kellett Wealth Advisors
Ohio
$732K 19,649 +800 +4%
IF
18
Intrua Financial
Texas
$696K 18,689
Prudential Financial
19
Prudential Financial
New Jersey
$694K 18,645 -54 -0.3%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$650K 17,452 +7,252 +71%
PGAM
21
Princeton Global Asset Management
New Jersey
$640K 17,200
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$599K 16,090 -8,325 -34%
Citadel Advisors
23
Citadel Advisors
Florida
$597K 16,031 -32,048 -67%
CA
24
Continuum Advisory
Idaho
$578K 15,520
TRCT
25
Tower Research Capital (TRC)
New York
$575K 15,451 +4,646 +43%