iShares Core Dividend ETF
DIVB
12 hedge funds and large institutions have $22.4M invested in iShares Core Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
149% more capital inflows, than outflows
Capital inflows: $18.1M | Capital outflows: $7.26M
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
33% more funds holding
Funds holding: 9 → 12 (+3)
40.43% less ownership
Funds ownership: 108.23% → 67.8% (-40%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
+$15.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.56M |
| 3 |
Argent Trust Co
Nashville,
Tennessee
|
+$1.07M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$242K |
| 5 |
Weaver Consulting Group
Huntington Beach,
California
|
+$8.74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVW Wealth
Los Angeles,
California
|
-$7.14M |
| 2 |
LPL Financial
San Diego,
California
|
-$89.5K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$28.7K |
DIVB Hedge Fund Activity: Q2 2020 in Review
12 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q2 2020, worth a combined $22.4M — up 125% from $10M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DIVB positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Roosevelt Investment Group, adding an estimated $15.2M. The largest seller was RVW Wealth, exiting entirely with an estimated $7.14M sold.
- 12 institutional investors held iShares Core Dividend ETF (DIVB) as of Q2 2020, up from 9 in Q1 2020.
- Funds reported $22.4M of iShares Core Dividend ETF stock for Q2 2020, up 125% quarter-over-quarter.
- 4 funds opened new iShares Core Dividend ETF positions in Q2 2020 and 1 closed out, a net change of +3 holders.
- The largest iShares Core Dividend ETF buyer in Q2 2020 was Roosevelt Investment Group, an estimated $15.2M added.
- The largest iShares Core Dividend ETF seller in Q2 2020 was RVW Wealth, an estimated $7.14M sold.
Based on aggregated 13F filings for Q2 2020.