DIVB icon

iShares Core Dividend ETF
DIVB

Overview Fund Activity

98 hedge funds and large institutions have $301M invested in iShares Core Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
44
Reduced
20
Closed
7
Calls
$45K
Puts
$24K
Net Calls
+$21K
Net Calls Change
-$58K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$66.2M
2
SBH
2
Segall Bryant & Hamill
Illinois
$25.7M
3
SAW
3
Signal Advisors Wealth
Michigan
$15.2M
4
WIA
4
World Investment Advisors
California
$10.3M
5
FWM
5
Foguth Wealth Management
Michigan
$15.5M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.22M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$25.7M
3
KAS
3
Kestra Advisory Services
Texas
$1.81M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$259K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$66.2M 1,366,451 +770,195 +129%
Corient Private Wealth
2
Corient Private Wealth
Florida
$25.7M 531,469 -68,217 -11%
SBH
3
Segall Bryant & Hamill
Illinois
$25.7M 529,863 +529,863 New
Bank of America
4
Bank of America
North Carolina
$21.1M 436,022 +13,730 +3%
SPIA
5
Steward Partners Investment Advisory
New York
$17.6M 363,405 +69,477 +24%
IA
6
IFG Advisory
Georgia
$15.8M 326,467 +49,962 +18%
FWM
7
Foguth Wealth Management
Michigan
$15.5M 321,447 +116,989 +57%
SAW
8
Signal Advisors Wealth
Michigan
$15.2M 312,910 +307,885 +6,127%
WIA
9
World Investment Advisors
California
$10.3M 212,387 +212,387 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.22M 190,337 -251,640 -57%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$6.08M 125,444 +5,756 +5%
CMA
12
Cedar Mountain Advisors
Oregon
$4.61M 95,145 -165 -0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.18M 86,240 +13,606 +19%
VAM
14
Verity Asset Management
North Carolina
$3.61M 74,591 +74,591 New
ACM
15
Advisors Capital Management
New Jersey
$3.49M 72,014 +5,778 +9%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$3.17M 65,501 -4,461 -6%
MFG
17
MidWestOne Financial Group
Iowa
$2.84M 58,650 -6,060 -9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.79M 57,527 +23,363 +68%
ATC
19
Argent Trust Co
Tennessee
$2.75M 56,738 -121 -0.2%
TFG
20
Taylor Financial Group
Virginia
$2.55M 52,701 +4,186 +9%
BCG
21
Breakwater Capital Group
New Jersey
$2.5M 51,591 +8,607 +20%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.3M 47,559 +9,061 +24%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.02M 41,656 +15,490 +59%
Morgan Stanley
24
Morgan Stanley
New York
$1.93M 39,745 +17,441 +78%
KAS
25
Kestra Advisory Services
Texas
$1.81M 37,399 -51,805 -58%
1
2 3 4 5