iShares Core Dividend ETF
DIVB
8 hedge funds and large institutions have $352K invested in iShares Core Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
1.69% less ownership
Funds ownership: 6.96% → 5.27% (-1.7%)
27% less capital invested
Capital invested by funds: $481K → $352K (-$129K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.91K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.32K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$207K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
| $202K | -$2.4K | -93 | -1% |
|
|
2
UBS Group
Zurich,
Switzerland
| $51K | +$1.91K | +74 | +4% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $31K | +$1.32K | +51 | +5% |
|
|
WCG
4
Weaver Consulting Group
Huntington Beach,
California
| $26K | +$24.4K | +944 | New |
|
|
PFGIA
5
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $24K | – | – | – |
|
|
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $13.9K | – | – | – |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
|
CA
8
Cetera Advisors
Denver,
Colorado
| $1K | +$1.21K | +47 | New |
|
|
9
IMC Chicago
Chicago,
Illinois
| – | -$207K | -8,740 | Closed |
|
DIVB Hedge Fund Activity: Q1 2019 in Review
8 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2019, worth a combined $352K — down 27% from $481K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DIVB positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, adding an estimated $1.91K. The largest seller was IMC Chicago, exiting entirely with an estimated $207K sold.
- 8 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2019, up from 7 in Q4 2018.
- Funds reported $352K of iShares Core Dividend ETF stock for Q1 2019, down 27% quarter-over-quarter.
- 2 funds opened new iShares Core Dividend ETF positions in Q1 2019 and 1 closed out, a net change of +1 holder.
- The largest iShares Core Dividend ETF buyer in Q1 2019 was UBS Group, an estimated $1.91K added.
- The largest iShares Core Dividend ETF seller in Q1 2019 was IMC Chicago, an estimated $207K sold.
Based on aggregated 13F filings for Q1 2019.