We are live on ! Find out more
DIVB icon

iShares Core Dividend ETF

107 hedge funds and large institutions have $368M invested in iShares Core Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 18

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

21% more capital invested

Capital invested by funds: $304M → $368M (+$64.1M)

8% more funds holding

Funds holding: 99107 (+8)

2.88% more ownership

Funds ownership: 59.12%62% (+2.9%)

78% less call options, than puts

Call options by funds: $16K | Put options by funds: $74K

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
57
Reduced
18
Closed
7
Calls
$16K
Puts
$74K
Net Calls
-$58K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
TFG
26
Taylor Financial Group
Virginia
$2.67M +$175K +3,563 +7%
BCG
27
Breakwater Capital Group
New Jersey
$2.63M +$192K +3,901 +8%
IFG
28
Independent Financial Group
California
$2.6M +$55K +1,120 +2%
Morgan Stanley
29
Morgan Stanley
New York
$2.42M +$552K +11,235 +28%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.2M -$1.96M -39,931 -46%
SA
31
Sanctuary Advisors
Indiana
$2M +$302K +6,160 +18%
IWM
32
IHT Wealth Management
Illinois
$1.86M +$183K +3,721 +10%
GGS
33
Galvin Gaustad & Stein
Arizona
$1.72M +$53.5K +1,090 +3%
LFG
34
Larson Financial Group
Missouri
$1.52M +$259K +5,278 +20%
PRI
35
Prepared Retirement Institute
Pennsylvania
$1.44M +$264K +5,378 +21%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.37M +$516K +10,516 +57%
TRCT
37
Tower Research Capital (TRC)
New York
$1.18M +$1.23M +24,954 New
SA
38
Sovran Advisors
California
$1.17M +$1.21M +24,565 New
KAS
39
KPP Advisory Services
Kentucky
$1.13M +$126K +2,565 +12%
CW
40
CreativeOne Wealth
Kansas
$1.08M +$257K +5,240 +30%
AWS
41
Atria Wealth Solutions
New York
$1.06M -$101K -2,057 -8%
FHA
42
Flagship Harbor Advisors
Massachusetts
$1.03M +$92.1K +1,875 +9%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$985K +$758K +15,434 +288%
TWP
44
Tempus Wealth Planning
California
$933K +$10.2K +207 +1%
PGAM
45
Princeton Global Asset Management
New Jersey
$870K -$31.1K -633 -3%
CA
46
Continuum Advisory
Idaho
$806K
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$756K +$135K +2,756 +21%
FAIM
48
Financial Advocates Investment Management
Washington
$704K +$16.5K +336 +2%
WWM
49
Western Wealth Management
Colorado
$704K +$36.2K +738 +5%
OC
50
Oppenheimer & Co
New York
$701K +$48.8K +994 +7%

DIVB Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q4 2024, worth a combined $368M — up 21% from $304M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DIVB positions and 7 closed out — a net gain of 11 holders — while 57 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.5M. The largest seller was Verity Asset Management, exiting entirely with an estimated $3.61M sold.

  • 107 institutional investors held iShares Core Dividend ETF (DIVB) as of Q4 2024, up from 99 in Q3 2024.
  • Funds reported $368M of iShares Core Dividend ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 18 funds opened new iShares Core Dividend ETF positions in Q4 2024 and 7 closed out, a net change of +11 holders.
  • The largest iShares Core Dividend ETF buyer in Q4 2024 was LPL Financial, an estimated $15.5M added.
  • The largest iShares Core Dividend ETF seller in Q4 2024 was Verity Asset Management, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2024.