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iShares Core Dividend ETF
DIVB

86 hedge funds and large institutions have $192M invested in iShares Core Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $97K | Put options by funds: $18K

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $167M → $192M (+$24.9M)

9% more funds holding

Funds holding: 79 → 86 (+7)

0.98% more ownership

Funds ownership: 50.05% → 51.04% (+0.98%)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
34
Reduced
25
Closed
4
Calls
$97K
Puts
$18K
Net Calls
+$79K
Net Calls Change
-$63K

Top Buyers

1
IA
IFG Advisory
Georgia
+$12.1M
2
FWM
Foguth Wealth Management
Michigan
+$7.19M
3
KAS
Kestra Advisory Services
Texas
+$2.67M
4
LPL Financial
LPL Financial
California
+$2.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.28M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$1.99M
2
NA
NewEdge Advisors
Louisiana
-$1.99M
3
SAW
Signal Advisors Wealth
Michigan
-$1.52M
4
ACM
Advisors Capital Management
New Jersey
-$1.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$838K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$338K – – –
CT
52
Colonial Trust
South Carolina
$336K – – –
CAG
53
Csenge Advisory Group
Florida
$300K +$296K +6,773 New
CA
54
Claro Advisors
Massachusetts
$290K +$287K +6,566 New
CAL
55
Capital Advisors Ltd
Ohio
$289K – – –
PCS
56
Personal CFO Solutions
New Jersey
$269K -$48.8K -1,118 -16%
RWB
57
RMR Wealth Builders
New Jersey
$269K -$2.58K -59 -1%
IWC
58
Integrated Wealth Concepts
Massachusetts
$263K +$655 +15 +0.3%
RJA
59
Raymond James & Associates
Florida
$254K +$250K +5,734 New
CA
60
CoreCap Advisors
Michigan
$243K +$28.3K +649 +13%
SWP
61
Stratos Wealth Partners
Ohio
$226K -$34.9K -800 -14%
SAW
62
Signal Advisors Wealth
Michigan
$222K -$1.52M -34,733 -87%
FFS
63
Founders Financial Securities
Maryland
$222K +$219K +5,013 New
LWM
64
Liberty Wealth Management
California
$211K +$1.31K +30 +0.6%
KFI
65
Key Financial Inc
Pennsylvania
$208K +$205K +4,693 New
PS
66
Principal Securities
Iowa
$135K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$92.9K +$54.4K +1,246 +146%
Wells Fargo
68
Wells Fargo
California
$72K +$26.9K +617 +61%
HI
69
Harbour Investments
Wisconsin
$67.8K +$24.1K +553 +57%
GRP
70
Global Retirement Partners
California
$45.9K -$3.97K -91 -8%
EW
71
Element Wealth
Mississippi
$45.9K – – –
US Bancorp
72
US Bancorp
Minnesota
$43.7K – – –
BCV
73
Banque Cantonale Vaudoise
Switzerland
$38K – – –
TRCT
74
Tower Research Capital (TRC)
New York
$36.7K -$177K -4,063 -83%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$27K -$2.97K -68 -10%
1 2
3
4

DIVB Hedge Fund Activity: Q2 2024 in Review

86 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q2 2024, worth a combined $192M — up 15% from $167M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DIVB positions and 4 closed out — a net gain of 8 holders — while 34 added to existing stakes and 25 trimmed.

The largest buyer was IFG Advisory, opening a new position worth an estimated $12.1M. The largest seller was Corient Private Wealth, cutting an estimated $1.99M.

  • 86 institutional investors held iShares Core Dividend ETF (DIVB) as of Q2 2024, up from 79 in Q1 2024.
  • Funds reported $192M of iShares Core Dividend ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 12 funds opened new iShares Core Dividend ETF positions in Q2 2024 and 4 closed out, a net change of +8 holders.
  • The largest iShares Core Dividend ETF buyer in Q2 2024 was IFG Advisory, an estimated $12.1M added.
  • The largest iShares Core Dividend ETF seller in Q2 2024 was Corient Private Wealth, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2024.