iShares Core Dividend ETF
DIVB
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.
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: 1 → 2 (+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: 86 → 99 (+13)
8.08% more ownership
Funds ownership: 51.04% → 59.12% (+8.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$35.7M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$24.6M |
| 3 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$14.3M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$9.85M |
| 5 |
FWM
Foguth Wealth Management
Brighton,
Michigan
|
+$5.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.7M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$3.16M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.39M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
AssetMark Inc
Concord,
California
| $6 | – | – | – |
|
|
102
Citadel Advisors
Miami,
Florida
| – | -$1.78M | -40,141 | Closed |
|
|
NCM
103
Next Capital Management
New York
| – | -$552K | -12,487 | Closed |
|
|
FFS
104
Founders Financial Securities
Towson,
Maryland
| – | -$222K | -5,013 | Closed |
|
|
BCV
105
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| – | -$38K | -850 | Closed |
|
|
TRCT
106
Tower Research Capital (TRC)
New York
| – | -$36.7K | -829 | Closed |
|
|
UB
107
UMB Bank
Kansas City,
Missouri
| – | -$17.7K | -400 | Closed |
|
|
HGERS
108
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$4K | -100 | Closed |
|
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.