iShares Core Dividend ETF
DIVB
26 hedge funds and large institutions have $62.8M invested in iShares Core Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 3 closing their positions.
388% more call options, than puts
Call options by funds: $78K | Put options by funds: $16K
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
25% more capital invested
Capital invested by funds: $50.2M → $62.8M (+$12.6M)
24% more funds holding
Funds holding: 21 → 26 (+5)
0.49% less ownership
Funds ownership: 56.53% → 56.04% (-0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.68M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$6.03M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$690K |
| 4 |
Goldman Sachs
New York
|
+$684K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$495K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.44M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.05M |
| 3 |
RIG
Roosevelt Investment Group
New York
|
-$631K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$419K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$5.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $1K | -$5.3K | -132 | -79% |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$1.44M | -36,729 | Closed |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.05M | -26,851 | Closed |
|
|
IWP
29
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$3K | -51 | Closed |
|
30
Wells Fargo
San Francisco,
California
| – | +$40 | +1 | New |
|
DIVB Hedge Fund Activity: Q3 2021 in Review
26 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q3 2021, worth a combined $62.8M — up 25% from $50.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DIVB positions and 3 closed out — a net gain of 5 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.68M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.44M sold.
- 26 institutional investors held iShares Core Dividend ETF (DIVB) as of Q3 2021, up from 21 in Q2 2021.
- Funds reported $62.8M of iShares Core Dividend ETF stock for Q3 2021, up 25% quarter-over-quarter.
- 8 funds opened new iShares Core Dividend ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
- The largest iShares Core Dividend ETF buyer in Q3 2021 was LPL Financial, an estimated $6.68M added.
- The largest iShares Core Dividend ETF seller in Q3 2021 was Citadel Advisors, an estimated $1.44M sold.
Based on aggregated 13F filings for Q3 2021.