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iShares Core Dividend ETF
DIVB

Overview Fund Activity

65 hedge funds and large institutions have $140M invested in iShares Core Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
21
Reduced
13
Closed
9
Calls
$245K
Puts
$25K
Net Calls
+$220K
Net Calls Change
+$880K

Top Buyers

1
PPWM
1
PFG Private Wealth Management
Florida
$7.67M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$31.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.02M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.07M
5
Bank of America
5
Bank of America
North Carolina
$19M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$27M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$293K
3
ACM
3
Advisors Capital Management
New Jersey
$4.26M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.87M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$31.3M 763,366 +66,764 +10%
Corient Private Wealth
2
Corient Private Wealth
Florida
$27M 657,054 -57,844 -8%
Bank of America
3
Bank of America
North Carolina
$19M 461,824 +35,950 +8%
LPL Financial
4
LPL Financial
California
$10.6M 257,829 +11,089 +4%
PPWM
5
PFG Private Wealth Management
Florida
$7.67M 186,833 +181,195 +3,214%
ACM
6
Advisors Capital Management
New Jersey
$4.26M 103,825 -33,467 -24%
CMA
7
Cedar Mountain Advisors
Oregon
$3.78M 92,081 +1,422 +2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$3.02M 73,672 +56,220 +322%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.66M 64,748 +12,552 +24%
ATC
10
Argent Trust Co
Tennessee
$2.33M 56,859 – –
SAW
11
Signal Advisors Wealth
Michigan
$2.1M 51,365 +51,365 New
Morgan Stanley
12
Morgan Stanley
New York
$2.07M 50,536 +39,302 +350%
MFG
13
MidWestOne Financial Group
Iowa
$1.97M 47,970 +4,244 +10%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.87M 45,574 -28,722 -39%
Goldman Sachs
15
Goldman Sachs
New York
$1.85M 44,986 – –
TFG
16
Taylor Financial Group
Virginia
$1.76M 42,778 +42,778 New
BCG
17
Breakwater Capital Group
New Jersey
$1.63M 39,677 +912 +2%
Citadel Advisors
18
Citadel Advisors
Florida
$1.2M 29,191 +13,160 +82%
GGS
19
Galvin Gaustad & Stein
Arizona
$978K 23,825 +1,927 +9%
Prudential Financial
20
Prudential Financial
New Jersey
$977K 23,808 +5,163 +28%
KWA
21
Kellett Wealth Advisors
Ohio
$840K 20,461 +812 +4%
PGAM
22
Princeton Global Asset Management
New Jersey
$723K 17,615 +415 +2%
IF
23
Intrua Financial
Texas
$713K 17,363 -1,326 -7%
CA
24
Continuum Advisory
Idaho
$637K 15,520 – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$588K 14,324 -442 -3%
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