iShares Core Dividend ETF
DIVB
66 hedge funds and large institutions have $142M invested in iShares Core Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 9 closing their positions.
880% more call options, than puts
Call options by funds: $245K | Put options by funds: $25K
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
69% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 13
21% more capital invested
Capital invested by funds: $117M → $142M (+$24.9M)
10% more funds holding
Funds holding: 60 → 66 (+6)
2.06% more ownership
Funds ownership: 48.67% → 50.73% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
+$6.91M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.55M |
| 3 |
JP Morgan Chase
New York
|
+$2.14M |
| 4 |
Morgan Stanley
New York
|
+$1.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$2.21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.85M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$1.28M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.1M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$575K |
DIVB Hedge Fund Activity: Q4 2023 in Review
66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q4 2023, worth a combined $142M — up 21% from $117M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DIVB positions and 9 closed out — a net gain of 8 holders — while 22 added to existing stakes and 13 trimmed.
The largest buyer was PFG Private Wealth Management, adding an estimated $6.91M. The largest seller was Corient Private Wealth, cutting an estimated $2.21M.
- 66 institutional investors held iShares Core Dividend ETF (DIVB) as of Q4 2023, up from 60 in Q3 2023.
- Funds reported $142M of iShares Core Dividend ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 17 funds opened new iShares Core Dividend ETF positions in Q4 2023 and 9 closed out, a net change of +8 holders.
- The largest iShares Core Dividend ETF buyer in Q4 2023 was PFG Private Wealth Management, an estimated $6.91M added.
- The largest iShares Core Dividend ETF seller in Q4 2023 was Corient Private Wealth, an estimated $2.21M sold.
Based on aggregated 13F filings for Q4 2023.