iShares Core Dividend ETF
DIVB
39 hedge funds and large institutions have $105M invested in iShares Core Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.
451% more call options, than puts
Call options by funds: $336K | Put options by funds: $61K
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more capital invested
Capital invested by funds: $62.8M → $105M (+$41.9M)
50% more funds holding
Funds holding: 26 → 39 (+13)
15.82% more ownership
Funds ownership: 56.04% → 71.85% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$14.9M |
| 2 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
+$7.28M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.66M |
| 4 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$2.02M |
| 5 |
RIG
Roosevelt Investment Group
New York
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$387K |
| 2 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$174K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$171K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$77.9K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$45.8K |
DIVB Hedge Fund Activity: Q4 2021 in Review
39 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q4 2021, worth a combined $105M — up 67% from $62.8M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DIVB positions and 4 closed out — a net gain of 13 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $387K.
- 39 institutional investors held iShares Core Dividend ETF (DIVB) as of Q4 2021, up from 26 in Q3 2021.
- Funds reported $105M of iShares Core Dividend ETF stock for Q4 2021, up 67% quarter-over-quarter.
- 17 funds opened new iShares Core Dividend ETF positions in Q4 2021 and 4 closed out, a net change of +13 holders.
- The largest iShares Core Dividend ETF buyer in Q4 2021 was SFMG Wealth Advisors, an estimated $14.9M added.
- The largest iShares Core Dividend ETF seller in Q4 2021 was Morgan Stanley, an estimated $387K sold.
Based on aggregated 13F filings for Q4 2021.