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
WKWM
76
Walter & Keenan Wealth Management
Indiana
$218K +$209K +4,500 New
KW
77
KWB Wealth
California
$215K +$225K +4,854 New
TA
78
TruWealth Advisors
Louisiana
$205K +$196K +4,235 New
GRP
79
Global Retirement Partners
California
$184K +$128K +2,766 +266%
US Bancorp
80
US Bancorp
Minnesota
$176K +$123K +2,643 +268%
PS
81
Principal Securities
Iowa
$148K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$126K +$23.2K +501 +24%
VNA
83
Valley National Advisers
Pennsylvania
$110K +$83K +1,789 +354%
HI
84
Harbour Investments
Wisconsin
$84.4K +$9.79K +211 +14%
EW
85
Element Wealth
Mississippi
$50.3K
Wells Fargo
86
Wells Fargo
California
$47.9K -$29.6K -638 -39%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$29.7K
SS
88
Sunbelt Securities
Texas
$26.7K +$232 +5 +0.9%
NA
89
NewEdge Advisors
Louisiana
$23K +$2.97K +64 +16%
PTC
90
Private Trust Company
Ohio
$11.4K +$10.9K +235 New
MCM
91
MidAtlantic Capital Management
Virginia
$11.1K
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.7K
AF
93
Advisornet Financial
Minnesota
$9.93K
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$8.29K +$7.93K +171 New
GWS
95
Glassman Wealth Services
Virginia
$6.06K +$5.8K +125 New
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$5.88K +$1.86K +40 +49%
GWSG
97
GPS Wealth Strategies Group
Colorado
$5.66K +$5.43K +117 New
SIS
98
Sound Income Strategies
Florida
$2.81K
ACA
99
Aptus Capital Advisors
Alabama
$1.45K
RFG
100
REAP Financial Group
Texas
$485

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.