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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
IWC
51
Integrated Wealth Concepts
Massachusetts
$625K +$335K +6,818 +107%
KWM
52
Kingsview Wealth Management
Oregon
$573K +$140K +2,853 +31%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$522K +$178K +3,623 +49%
CWA
54
Crux Wealth Advisors
California
$506K +$524K +10,678 New
AAS
55
Avantax Advisory Services
Texas
$500K +$1.52K +31 +0.3%
TCM
56
Tandem Capital Management
New Jersey
$488K +$4.91K +100 +1%
KWA
57
Kellett Wealth Advisors
Ohio
$463K -$253K -5,150 -35%
Jane Street
58
Jane Street
New York
$460K -$184K -3,743 -28%
USCWA
59
U.S. Capital Wealth Advisors
Texas
$424K
SWP
60
Stratos Wealth Partners
Ohio
$399K +$44.2K +900 +12%
HNB
61
Huntington National Bank
Ohio
$381K
MF
62
Meridian Financial
Massachusetts
$366K +$589 +12 +0.2%
Citadel Advisors
63
Citadel Advisors
Florida
$346K +$359K +7,310 New
CAG
64
Csenge Advisory Group
Florida
$345K +$18.9K +384 +6%
IF
65
Intrua Financial
Texas
$327K -$79.5K -1,620 -19%
PPWM
66
PFG Private Wealth Management
Florida
$326K
CA
67
CoreCap Advisors
Michigan
$307K +$24.6K +501 +8%
CAL
68
Capital Advisors Ltd
Ohio
$302K
FFN
69
Focus Financial Network
Minnesota
$301K -$88.7K -1,807 -22%
Cerity Partners
70
Cerity Partners
New York
$298K +$2.31K +47 +0.8%
RWB
71
RMR Wealth Builders
New Jersey
$291K +$1.42K +29 +0.5%
ASN
72
Advisory Services Network
Georgia
$284K +$294K +5,995 New
US Bancorp
73
US Bancorp
Minnesota
$256K +$86.9K +1,770 +49%
SFP
74
Shepherd Financial Partners
Massachusetts
$242K +$250K +5,097 New
CT
75
Colonial Trust
South Carolina
$241K -$124K -2,518 -33%

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.