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iShares Core Dividend ETF
DIVB

Overview Fund Activity

106 hedge funds and large institutions have $366M invested in iShares Core Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
56
Reduced
18
Closed
7
Calls
$16K
Puts
$74K
Net Calls
-$58K
Net Calls Change
-$79K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$79.7M
2
FWM
2
Foguth Wealth Management
Michigan
$23.6M
3
ACM
3
Absolute Capital Management
Pennsylvania
$5.31M
4
SAW
4
Signal Advisors Wealth
Michigan
$19.8M
5
KAS
5
Kestra Advisory Services
Texas
$6.37M

Top Sellers

1
VAM
1
Verity Asset Management
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.2M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
SBH
4
Segall Bryant & Hamill
Illinois
$24.1M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$79.7M 1,681,458 +315,007 +23%
SBH
2
Segall Bryant & Hamill
Illinois
$24.1M 507,552 -22,311 -4%
FWM
3
Foguth Wealth Management
Michigan
$23.6M 478,703 +157,256 +49%
Corient Private Wealth
4
Corient Private Wealth
Florida
$23.5M 510,304 -21,165 -4%
Bank of America
5
Bank of America
North Carolina
$23.1M 488,284 +52,262 +12%
SAW
6
Signal Advisors Wealth
Michigan
$19.8M 417,889 +104,979 +34%
IA
7
IFG Advisory
Georgia
$18.9M 399,477 +73,010 +22%
SPIA
8
Steward Partners Investment Advisory
New York
$17.8M 376,187 +12,782 +4%
WIA
9
World Investment Advisors
California
$10.4M 219,061 +6,674 +3%
Raymond James Financial
10
Raymond James Financial
Florida
$9.63M 203,234 +203,234 New
IA
11
Integrity Alliance
Iowa
$7.23M 152,460 +152,460 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.58M 138,874 +13,430 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$6.44M 135,948 +78,421 +136%
KAS
14
Kestra Advisory Services
Texas
$6.37M 134,363 +96,964 +259%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.07M 127,974 +86,318 +207%
ACM
16
Absolute Capital Management
Pennsylvania
$5.31M 112,000 +112,000 New
CMA
17
Cedar Mountain Advisors
Oregon
$4.49M 94,635 -510 -0.5%
CFS
18
Compass Financial Services
Iowa
$4.39M 92,676 +92,676 New
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$3.91M 82,421 +16,920 +26%
ACM
20
Advisors Capital Management
New Jersey
$3.38M 71,226 -788 -1%
IAA
21
Independent Advisor Alliance
North Carolina
$3.3M 69,683 +69,683 New
MFG
22
MidWestOne Financial Group
Iowa
$3.2M 67,580 +8,930 +15%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.95M 62,304 +14,745 +31%
AWA
24
AmeriServ Wealth Advisors
Pennsylvania
$2.93M 61,843 +61,843 New
ATC
25
Argent Trust Co
Tennessee
$2.69M 56,738 – –
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