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iShares Core Dividend ETF
DIVB

79 hedge funds and large institutions have $167M invested in iShares Core Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

789% more call options, than puts

Call options by funds: $160K | Put options by funds: $18K

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

20% more funds holding

Funds holding: 66 → 79 (+13)

18% more capital invested

Capital invested by funds: $142M → $167M (+$25.3M)

0.68% less ownership

Funds ownership: 50.73% → 50.05% (-0.68%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
28
Reduced
19
Closed
5
Calls
$160K
Puts
$18K
Net Calls
+$142K
Net Calls Change
-$78K

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$12.4M
2
LPL Financial
LPL Financial
California
+$11.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.83M
4
CA
Cetera Advisors
Colorado
+$2.59M
5
NA
NewEdge Advisors
Louisiana
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$14.4M
2
PPWM
PFG Private Wealth Management
Florida
-$7.47M
3
Bank of America
Bank of America
North Carolina
-$2.22M
4
Goldman Sachs
Goldman Sachs
New York
-$1.85M
5
Morgan Stanley
Morgan Stanley
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.13M +$632K +15,036 +147%
KWA
27
Kellett Wealth Advisors
Ohio
$1.03M +$117K +2,792 +14%
AWS
28
Atria Wealth Solutions
New York
$921K +$871K +20,701 New
TWP
29
Tempus Wealth Planning
California
$913K +$863K +20,511 New
IF
30
Intrua Financial
Texas
$880K +$102K +2,422 +14%
Morgan Stanley
31
Morgan Stanley
New York
$859K -$1.31M -31,225 -62%
Osaic Holdings
32
Osaic Holdings
Arizona
$857K -$1.11M -26,312 -58%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$742K +$401K +9,523 +133%
CA
34
Continuum Advisory
Idaho
$711K +$29.1K +693 +4%
WWM
35
Western Wealth Management
Colorado
$658K +$622K +14,797 New
FHA
36
Flagship Harbor Advisors
Massachusetts
$597K +$565K +13,425 New
NCM
37
Next Capital Management
New York
$556K – – –
TCM
38
Tandem Capital Management
New Jersey
$501K +$16K +380 +3%
AAS
39
Avantax Advisory Services
Texas
$479K -$7.53K -179 -2%
PGAM
40
Princeton Global Asset Management
New Jersey
$473K -$294K -6,994 -40%
KWM
41
Kingsview Wealth Management
Oregon
$431K +$16.2K +384 +4%
PPWM
42
PFG Private Wealth Management
Florida
$410K -$7.47M -177,627 -95%
FFN
43
Focus Financial Network
Minnesota
$406K +$12.2K +291 +3%
USCWA
44
U.S. Capital Wealth Advisors
Texas
$367K – – –
HNB
45
Huntington National Bank
Ohio
$358K – – –
FAM
46
Family Asset Management
South Carolina
$342K -$149K -3,531 -31%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$340K +$10.7K +254 +3%
CT
48
Colonial Trust
South Carolina
$338K -$252 -6 -0.1%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$329K +$52K +1,236 +20%
PCS
50
Personal CFO Solutions
New Jersey
$320K +$26.6K +632 +10%
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DIVB Hedge Fund Activity: Q1 2024 in Review

79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2024, worth a combined $167M — up 18% from $142M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DIVB positions and 5 closed out — a net gain of 14 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $12.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $14.4M.

  • 79 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2024, up from 66 in Q4 2023.
  • Funds reported $167M of iShares Core Dividend ETF stock for Q1 2024, up 18% quarter-over-quarter.
  • 19 funds opened new iShares Core Dividend ETF positions in Q1 2024 and 5 closed out, a net change of +14 holders.
  • The largest iShares Core Dividend ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $12.4M added.
  • The largest iShares Core Dividend ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2024.