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iShares Core Dividend ETF
DIVB

Overview Fund Activity

78 hedge funds and large institutions have $165M invested in iShares Core Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
27
Reduced
19
Closed
5
Calls
$160K
Puts
$18K
Net Calls
+$142K
Net Calls Change
-$78K

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$13.1M
2
LPL Financial
2
LPL Financial
California
$24M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3M
4
CA
4
Cetera Advisors
Colorado
$2.74M
5
NA
5
NewEdge Advisors
Louisiana
$2.04M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.7M
2
PPWM
2
PFG Private Wealth Management
Florida
$410K
3
Bank of America
3
Bank of America
North Carolina
$18.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$859K
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
1
Corient Private Wealth
Florida
$28.7M -$521K -11,702 -2%
LPL Financial
2
LPL Financial
California
$24M +$12.5M +281,151 +109%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$18.7M -$15.3M -342,979 -45%
Bank of America
4
Bank of America
North Carolina
$18.2M -$2.35M -52,736 -11%
SPIA
5
Steward Partners Investment Advisory
New York
$13.1M +$13.1M +295,465 New
CMA
6
Cedar Mountain Advisors
Oregon
$4.16M +$63.5K +1,428 +2%
ACM
7
Advisors Capital Management
New Jersey
$4.12M -$501K -11,254 -11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.49M +$613K +13,777 +21%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$3.3M +$17K +381 +0.5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3M +$3M +67,398 New
CA
11
Cetera Advisors
Colorado
$2.74M +$2.74M +61,467 New
ATC
12
Argent Trust Co
Tennessee
$2.53M – – –
MFG
13
MidWestOne Financial Group
Iowa
$2.5M +$364K +8,172 +17%
NA
14
NewEdge Advisors
Louisiana
$2.04M +$2.03M +45,713 +19,047%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.02M +$1.87M +42,116 +1,295%
TFG
16
Taylor Financial Group
Virginia
$1.97M +$68.1K +1,530 +4%
Citadel Advisors
17
Citadel Advisors
Florida
$1.92M +$618K +13,894 +48%
BCG
18
Breakwater Capital Group
New Jersey
$1.78M +$11.5K +258 +0.7%
SAW
19
Signal Advisors Wealth
Michigan
$1.77M -$517K -11,607 -23%
FWM
20
Foguth Wealth Management
Michigan
$1.77M +$1.77M +39,758 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.27M +$628K +14,111 +99%
GGS
22
Galvin Gaustad & Stein
Arizona
$1.25M +$189K +4,239 +18%
KAS
23
Kestra Advisory Services
Texas
$1.25M +$1.25M +27,996 New
Prudential Financial
24
Prudential Financial
New Jersey
$1.24M +$177K +3,982 +17%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.13M +$669K +15,036 +147%
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