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iShares Core Dividend ETF

99 hedge funds and large institutions have $304M invested in iShares Core Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more call options, than puts

Call options by funds: $45K | Put options by funds: $24K

58% more capital invested

Capital invested by funds: $192M → $304M (+$112M)

15% more funds holding

Funds holding: 8699 (+13)

8.08% more ownership

Funds ownership: 51.04%59.12% (+8.1%)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
46
Reduced
20
Closed
7
Calls
$45K
Puts
$24K
Net Calls
+$21K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.81M -$2.4M -51,805 -58%
IWM
27
IHT Wealth Management
Illinois
$1.72M +$1.65M +35,537 New
SA
28
Sanctuary Advisors
Indiana
$1.72M -$130K -2,806 -8%
GGS
29
Galvin Gaustad & Stein
Arizona
$1.71M +$327K +7,039 +25%
Prudential Financial
30
Prudential Financial
New Jersey
$1.58M +$479K +10,316 +46%
LFG
31
Larson Financial Group
Missouri
$1.29M +$184K +3,957 +17%
PRI
32
Prepared Retirement Institute
Pennsylvania
$1.21M +$448K +9,649 +63%
AWS
33
Atria Wealth Solutions
New York
$1.18M +$154K +3,316 +16%
KAS
34
KPP Advisory Services
Kentucky
$1.03M +$985K +21,230 New
FHA
35
Flagship Harbor Advisors
Massachusetts
$959K +$81.1K +1,748 +10%
TWP
36
Tempus Wealth Planning
California
$944K +$18K +389 +2%
PGAM
37
Princeton Global Asset Management
New Jersey
$920K +$357K +7,686 +68%
Osaic Holdings
38
Osaic Holdings
Arizona
$888K +$196K +4,226 +30%
CW
39
CreativeOne Wealth
Kansas
$852K +$816K +17,591 New
CA
40
Continuum Advisory
Idaho
$843K +$17K +367 +2%
KWA
41
Kellett Wealth Advisors
Ohio
$723K
FAIM
42
Financial Advocates Investment Management
Washington
$704K -$617K -13,310 -48%
WWM
43
Western Wealth Management
Colorado
$684K -$77.2K -1,664 -11%
OC
44
Oppenheimer & Co
New York
$668K +$640K +13,792 New
Jane Street
45
Jane Street
New York
$652K +$624K +13,448 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$639K +$3.43K +74 +0.6%
AAS
47
Avantax Advisory Services
Texas
$509K +$19.4K +418 +4%
TCM
48
Tandem Capital Management
New Jersey
$494K +$10.4K +225 +2%
KWM
49
Kingsview Wealth Management
Oregon
$448K +$23.1K +497 +6%
USCWA
50
U.S. Capital Wealth Advisors
Texas
$433K

DIVB Hedge Fund Activity: Q3 2024 in Review

99 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q3 2024, worth a combined $304M — up 58% from $192M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DIVB positions and 7 closed out — a net gain of 13 holders — while 46 added to existing stakes and 20 trimmed.

The largest buyer was LPL Financial, adding an estimated $35.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $11.7M.

  • 99 institutional investors held iShares Core Dividend ETF (DIVB) as of Q3 2024, up from 86 in Q2 2024.
  • Funds reported $304M of iShares Core Dividend ETF stock for Q3 2024, up 58% quarter-over-quarter.
  • 20 funds opened new iShares Core Dividend ETF positions in Q3 2024 and 7 closed out, a net change of +13 holders.
  • The largest iShares Core Dividend ETF buyer in Q3 2024 was LPL Financial, an estimated $35.7M added.
  • The largest iShares Core Dividend ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2024.