We are live on ! Find out more
DIVB icon

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
IF
51
Intrua Financial
Texas
$413K -$624K -13,455 -61%
FFN
52
Focus Financial Network
Minnesota
$395K -$67.1K -1,447 -15%
HNB
53
Huntington National Bank
Ohio
$389K
MF
54
Meridian Financial
Massachusetts
$373K +$557 +12 +0.2%
FAM
55
Family Asset Management
South Carolina
$373K -$139 -3 -0%
CT
56
Colonial Trust
South Carolina
$368K
SWP
57
Stratos Wealth Partners
Ohio
$365K +$112K +2,425 +48%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$358K -$11.6K -250 -3%
CAG
59
Csenge Advisory Group
Florida
$339K +$5.24K +113 +2%
PPWM
60
PFG Private Wealth Management
Florida
$333K -$108K -2,331 -25%
RJA
61
Raymond James & Associates
Florida
$321K +$41.8K +901 +16%
CA
62
Claro Advisors
Massachusetts
$313K -$4.96K -107 -2%
PAG
63
Private Advisor Group
New Jersey
$313K +$299K +6,450 New
CAL
64
Capital Advisors Ltd
Ohio
$309K -$6.91K -149 -2%
IWC
65
Integrated Wealth Concepts
Massachusetts
$308K +$19.7K +425 +7%
Cerity Partners
66
Cerity Partners
New York
$302K +$289K +6,230 New
RWB
67
RMR Wealth Builders
New Jersey
$296K +$1.34K +29 +0.5%
PCS
68
Personal CFO Solutions
New Jersey
$289K -$4.96K -107 -2%
CA
69
CoreCap Advisors
Michigan
$289K +$21.7K +468 +9%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$259K -$2.39M -51,434 -91%
FTS
71
Fifth Third Securities
Ohio
$259K +$248K +5,343 New
MML Investors Services
72
MML Investors Services
Massachusetts
$251K +$241K +5,190 New
LWM
73
Liberty Wealth Management
California
$233K +$1.67K +36 +0.8%
KFI
74
Key Financial Inc
Pennsylvania
$227K
Mariner
75
Mariner
Kansas
$227K +$218K +4,691 New

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.