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iShares Core Dividend ETF
DIVB

62 hedge funds and large institutions have $144M invested in iShares Core Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

59% more funds holding

Funds holding: 39 → 62 (+23)

50% more call options, than puts

Call options by funds: $30K | Put options by funds: $20K

38% more capital invested

Capital invested by funds: $105M → $144M (+$39.8M)

29.69% more ownership

Funds ownership: 71.85% → 101.54% (+30%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
62
Holders Change
+23
Holders Change %
+58.97%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
22
Reduced
10
Closed
4
Calls
$30K
Puts
$20K
Net Calls
+$10K
Net Calls Change
-$265K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$24.4M
2
AC
Avestar Capital
New York
+$4.52M
3
RIG
Roosevelt Investment Group
New York
+$3.39M
4
FCAG
First Capital Advisors Group
New Jersey
+$2.36M
5
SIA
SkyView Investment Advisors
New Jersey
+$2.34M

Top Sellers

1
WWM
WJ Wealth Management
Arizona
-$8.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.4M
3
LPL Financial
LPL Financial
California
-$875K
4
Goldman Sachs
Goldman Sachs
New York
-$735K
5
LAS
LWM Advisory Services
Florida
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$646K +$644K +15,477 New
DAS
27
Dynamic Advisor Solutions
Arizona
$563K -$26.2K -630 -4%
KWM
28
Kingsview Wealth Management
Oregon
$510K +$508K +12,213 New
IF
29
Intrua Financial
Texas
$481K +$36.8K +884 +8%
PAG
30
Private Advisor Group
New Jersey
$425K +$423K +10,176 New
SPC
31
Sigma Planning Corp
Michigan
$389K +$388K +9,319 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$379K -$444K -10,672 -54%
AAS
33
Avantax Advisory Services
Texas
$376K +$143K +3,429 +61%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$354K +$70.3K +1,690 +25%
MCC
35
Money Concepts Capital
Florida
$321K +$320K +7,698 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$310K +$57.2K +1,374 +23%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$298K +$91K +2,186 +44%
HNB
38
Huntington National Bank
Ohio
$270K – – –
PGAM
39
Princeton Global Asset Management
New Jersey
$266K -$69.8K -1,677 -21%
TCM
40
Tandem Capital Management
New Jersey
$255K +$24.1K +580 +10%
LAS
41
LWM Advisory Services
Florida
$238K -$451K -10,839 -66%
T
42
TRUADVICE
Florida
$235K +$247K +5,948 New
WIM
43
WealthPlan Investment Management
Nebraska
$229K +$244K +5,862 New
WP
44
WealthPLAN Partners
Nebraska
$229K +$244K +5,862 New
RA
45
Rodgers & Associates
Pennsylvania
$225K +$225K +5,397 New
CWA
46
Canvas Wealth Advisors
Kansas
$213K +$224K +5,383 New
CMA
47
Cedar Mountain Advisors
Oregon
$193K +$193K +4,635 New
BAM
48
Belpointe Asset Management
Nevada
$126K -$20.4K -491 -14%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.3K +$9.15K +220 +22%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$166 +4 +0.4%
1
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DIVB Hedge Fund Activity: Q1 2022 in Review

62 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2022, worth a combined $144M — up 38% from $105M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DIVB positions and 4 closed out — a net gain of 23 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $24.4M. The largest seller was WJ Wealth Management, exiting entirely with an estimated $8.5M sold.

  • 62 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2022, up from 39 in Q4 2021.
  • Funds reported $144M of iShares Core Dividend ETF stock for Q1 2022, up 38% quarter-over-quarter.
  • 27 funds opened new iShares Core Dividend ETF positions in Q1 2022 and 4 closed out, a net change of +23 holders.
  • The largest iShares Core Dividend ETF buyer in Q1 2022 was Bank of America, an estimated $24.4M added.
  • The largest iShares Core Dividend ETF seller in Q1 2022 was WJ Wealth Management, an estimated $8.5M sold.

Based on aggregated 13F filings for Q1 2022.