iShares Core Dividend ETF
DIVB
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.
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: 2 → 4 (+2)
21% more capital invested
Capital invested by funds: $304M → $368M (+$64.1M)
8% more funds holding
Funds holding: 99 → 107 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$15.5M |
| 2 |
FWM
Foguth Wealth Management
Brighton,
Michigan
|
+$7.72M |
| 3 |
ACM
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
+$5.5M |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$5.15M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Verity Asset Management
Durham,
North Carolina
|
-$3.61M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.96M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$1.58M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$1.1M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$1.04M |
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.