iShares Core Dividend ETF
DIVB
9 hedge funds and large institutions have $9.96M invested in iShares Core Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
529% more capital invested
Capital invested by funds: $1.58M → $9.96M (+$8.37M)
53.69% more ownership
Funds ownership: 12.92% → 66.6% (+54%)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% less funds holding
Funds holding: 10 → 9 (-1)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
+$8.78M |
| 2 |
RIG
Roosevelt Investment Group
New York
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$633K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$220K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13K |
| 4 |
LPL Financial
San Diego,
California
|
-$5.72K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RW
1
RVW Wealth
Los Angeles,
California
| $7.14M | +$8.78M | +310,345 | New |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.26M | +$1.55M | +54,914 | New |
|
|
RIG
3
Roosevelt Investment Group
New York
| $1.16M | +$1.43M | +50,590 | New |
|
|
4
LPL Financial
San Diego,
California
| $250K | -$5.72K | -202 | -2% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $84K | -$633K | -22,370 | -86% |
|
|
WCG
6
Weaver Consulting Group
Huntington Beach,
California
| $22K | – | – | – |
|
|
PFGIA
7
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $21K | – | – | – |
|
|
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $12K | – | – | – |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$220K | -7,169 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$13K | -439 | Closed |
|
DIVB Hedge Fund Activity: Q1 2020 in Review
9 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2020, worth a combined $9.96M — up 529% from $1.58M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DIVB positions and 2 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was RVW Wealth, opening a new position worth an estimated $8.78M. The largest seller was Royal Bank of Canada, cutting an estimated $633K.
- 9 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2020, down from 10 in Q4 2019.
- Funds reported $9.96M of iShares Core Dividend ETF stock for Q1 2020, up 529% quarter-over-quarter.
- 3 funds opened new iShares Core Dividend ETF positions in Q1 2020 and 2 closed out, a net change of +1 holder.
- The largest iShares Core Dividend ETF buyer in Q1 2020 was RVW Wealth, an estimated $8.78M added.
- The largest iShares Core Dividend ETF seller in Q1 2020 was Royal Bank of Canada, an estimated $633K sold.
Based on aggregated 13F filings for Q1 2020.