iShares Core Dividend ETF
DIVB
60 hedge funds and large institutions have $117M invested in iShares Core Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
3% more funds holding
Funds holding: 58 → 60 (+2)
2.66% less ownership
Funds ownership: 51.33% → 48.67% (-2.7%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
14% less capital invested
Capital invested by funds: $136M → $117M (-$18.7M)
79% less call options, than puts
Call options by funds: $171K | Put options by funds: $831K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$5.32M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.64M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.45M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.17M |
| 5 |
RWB
RMR Wealth Builders
Montclair,
New Jersey
|
+$862K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.7M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$11.4M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.73M |
| 4 |
BCG
Breakwater Capital Group
Paramus,
New Jersey
|
-$1.63M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.24M |
DIVB Hedge Fund Activity: Q3 2023 in Review
60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q3 2023, worth a combined $117M — down 14% from $136M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DIVB positions and 6 closed out — a net gain of 3 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was Advisors Capital Management, opening a new position worth an estimated $5.32M. The largest seller was Bank of America, cutting an estimated $12.7M.
- 60 institutional investors held iShares Core Dividend ETF (DIVB) as of Q3 2023, up from 58 in Q2 2023.
- Funds reported $117M of iShares Core Dividend ETF stock for Q3 2023, down 14% quarter-over-quarter.
- 9 funds opened new iShares Core Dividend ETF positions in Q3 2023 and 6 closed out, a net change of +3 holders.
- The largest iShares Core Dividend ETF buyer in Q3 2023 was Advisors Capital Management, an estimated $5.32M added.
- The largest iShares Core Dividend ETF seller in Q3 2023 was Bank of America, an estimated $12.7M sold.
Based on aggregated 13F filings for Q3 2023.