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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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

125% more capital invested

Capital invested by funds: $9.96M → $22.4M (+$12.4M)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

33% more funds holding

Funds holding: 9 → 12 (+3)

1.2% more ownership

Funds ownership: 66.6% → 67.8% (+1.2%)

Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$15.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.56M
3
ATC
Argent Trust Co
Tennessee
+$1.07M
4
Citadel Advisors
Citadel Advisors
Florida
+$242K
5
WCG
Weaver Consulting Group
California
+$8.74K

Top Sellers

Rank Fund Capital Flow
1
RW
RVW Wealth
California
-$7.14M
2
LPL Financial
LPL Financial
California
-$89.5K
3
Osaic Holdings
Osaic Holdings
Arizona
-$28.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$17.3M +$15.2M +584,773 +1,156%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.63M +$1.56M +59,848 New
Osaic Holdings
3
Osaic Holdings
Arizona
$1.47M -$28.7K -1,104 -2%
ATC
4
Argent Trust Co
Tennessee
$1.12M +$1.07M +41,173 New
Citadel Advisors
5
Citadel Advisors
Florida
$253K +$242K +9,295 New
LPL Financial
6
LPL Financial
California
$203K -$89.5K -3,440 -32%
HNB
7
Huntington National Bank
Ohio
$181K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$100K – – –
WCG
9
Weaver Consulting Group
California
$35K +$8.74K +336 +36%
PFGIA
10
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$234 +9 +1%
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K – – –
GWM
12
Geneos Wealth Management
Colorado
$4K – – –
PGAM
13
Princeton Global Asset Management
New Jersey
$4K +$3.9K +150 New
RW
14
RVW Wealth
California
– -$7.14M -310,345 Closed

DIVB Hedge Fund Activity: Q2 2020 in Review

12 of the 4,878 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 $9.96M 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.