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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
SS
76
Sunbelt Securities
Texas
$24.2K +$131 +3 +0.6%
VNA
77
Valley National Advisers
Pennsylvania
$22K – – –
NA
78
NewEdge Advisors
Louisiana
$18.1K -$1.99M -45,543 -99%
UB
79
UMB Bank
Missouri
$17.7K – – –
MCM
80
MidAtlantic Capital Management
Virginia
$10.2K – – –
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.73K -$21.4K -490 -69%
AF
82
Advisornet Financial
Minnesota
$9.07K – – –
HGERS
83
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4.37K +100 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$3.66K +$3.58K +82 New
SIS
85
Sound Income Strategies
Florida
$2.57K – – –
ACA
86
Aptus Capital Advisors
Alabama
$1.33K – – –
RFG
87
REAP Financial Group
Texas
$442 +$437 +10 New
AssetMark Inc
88
AssetMark Inc
California
$6 – – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
– -$242K -5,439 Closed
PAG
90
Private Advisor Group
New Jersey
– -$201K -4,509 Closed
WKWM
91
Walter & Keenan Wealth Management
Indiana
– -$200K -4,500 Closed
KFS
92
Kelly Financial Services
Massachusetts
– -$9.97K -224 Closed
1 2 3
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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.