iShares Core Dividend ETF
DIVB
79 hedge funds and large institutions have $167M invested in iShares Core Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 5 closing their positions.
789% more call options, than puts
Call options by funds: $160K | Put options by funds: $18K
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
20% more funds holding
Funds holding: 66 → 79 (+13)
18% more capital invested
Capital invested by funds: $142M → $167M (+$25.3M)
0.68% less ownership
Funds ownership: 50.73% → 50.05% (-0.68%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$12.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$11.8M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.83M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.59M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$14.4M |
| 2 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$7.47M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.22M |
| 4 |
Goldman Sachs
New York
|
-$1.85M |
| 5 |
Morgan Stanley
New York
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
76
MidAtlantic Capital Management
Richmond,
Virginia
| $10.2K | -$229K | -5,443 | -96% |
|
|
KFS
77
Kelly Financial Services
Braintree,
Massachusetts
| $9.97K | -$9.42K | -224 | -50% |
|
|
AF
78
Advisornet Financial
Minnetonka,
Minnesota
| $9.12K | – | – | – |
|
|
SIS
79
Sound Income Strategies
Ft Lauderdale,
Florida
| $2.58K | -$15.1K | -360 | -86% |
|
|
ACA
80
Aptus Capital Advisors
Fairhope,
Alabama
| $1.33K | – | – | – |
|
81
AssetMark Inc
Concord,
California
| $6 | – | – | – |
|
|
82
Goldman Sachs
New York
| – | -$1.85M | -44,986 | Closed |
|
|
CAN
83
Cetera Advisor Networks
El Segundo,
California
| – | -$404K | -9,834 | Closed |
|
|
SW
84
SVB Wealth
Boston,
Massachusetts
| – | -$267K | -6,502 | Closed |
|
|
TVAMP
85
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$141K | -3,426 | Closed |
|
|
ASN
86
Advisory Services Network
Atlanta,
Georgia
| – | -$76.6K | -1,867 | Closed |
|
DIVB Hedge Fund Activity: Q1 2024 in Review
79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2024, worth a combined $167M — up 18% from $142M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DIVB positions and 5 closed out — a net gain of 14 holders — while 28 added to existing stakes and 19 trimmed.
The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $12.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $14.4M.
- 79 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2024, up from 66 in Q4 2023.
- Funds reported $167M of iShares Core Dividend ETF stock for Q1 2024, up 18% quarter-over-quarter.
- 19 funds opened new iShares Core Dividend ETF positions in Q1 2024 and 5 closed out, a net change of +14 holders.
- The largest iShares Core Dividend ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $12.4M added.
- The largest iShares Core Dividend ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $14.4M sold.
Based on aggregated 13F filings for Q1 2024.