iShares Core Dividend ETF
DIVB
56 hedge funds and large institutions have $126M invested in iShares Core Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 12 closing their positions.
7.99% more ownership
Funds ownership: 101.32% → 109.3% (+8%)
7% more call options, than puts
Call options by funds: $87K | Put options by funds: $81K
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
1% more capital invested
Capital invested by funds: $125M → $126M (+$879K)
13% less funds holding
Funds holding: 64 → 56 (-8)
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$28.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.67M |
| 3 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$909K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$743K |
| 5 |
AWA
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
+$643K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$14.3M |
| 2 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$7.25M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.68M |
| 4 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$624K |
| 5 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$491K |
DIVB Hedge Fund Activity: Q3 2022 in Review
56 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q3 2022, worth a combined $126M — up 0.7% from $125M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of DIVB and 5 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 21 added.
The largest buyer was Morgan Stanley, adding an estimated $28.8M. The largest seller was SFMG Wealth Advisors, cutting an estimated $14.3M.
- 56 institutional investors held iShares Core Dividend ETF (DIVB) as of Q3 2022, down from 64 in Q2 2022.
- Funds reported $126M of iShares Core Dividend ETF stock for Q3 2022, up 0.7% quarter-over-quarter.
- 5 funds opened new iShares Core Dividend ETF positions in Q3 2022 and 12 closed out, a net change of -7 holders.
- The largest iShares Core Dividend ETF buyer in Q3 2022 was Morgan Stanley, an estimated $28.8M added.
- The largest iShares Core Dividend ETF seller in Q3 2022 was SFMG Wealth Advisors, an estimated $14.3M sold.
Based on aggregated 13F filings for Q3 2022.