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iShares Core Dividend ETF
DIVB

62 hedge funds and large institutions have $144M invested in iShares Core Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

59% more funds holding

Funds holding: 39 → 62 (+23)

50% more call options, than puts

Call options by funds: $30K | Put options by funds: $20K

38% more capital invested

Capital invested by funds: $105M → $144M (+$39.8M)

29.69% more ownership

Funds ownership: 71.85% → 101.54% (+30%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
62
Holders Change
+23
Holders Change %
+58.97%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
22
Reduced
10
Closed
4
Calls
$30K
Puts
$20K
Net Calls
+$10K
Net Calls Change
-$265K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$24.4M
2
AC
Avestar Capital
New York
+$4.52M
3
RIG
Roosevelt Investment Group
New York
+$3.39M
4
FCAG
First Capital Advisors Group
New Jersey
+$2.36M
5
SIA
SkyView Investment Advisors
New Jersey
+$2.34M

Top Sellers

1
WWM
WJ Wealth Management
Arizona
-$8.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.4M
3
LPL Financial
LPL Financial
California
-$875K
4
Goldman Sachs
Goldman Sachs
New York
-$735K
5
LAS
LWM Advisory Services
Florida
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$37.3M +$24.4M +585,802 +190%
RIG
2
Roosevelt Investment Group
New York
$32M +$3.39M +81,416 +12%
SWA
3
SFMG Wealth Advisors
Texas
$15.7M +$691K +16,617 +5%
LPL Financial
4
LPL Financial
California
$10.9M -$875K -21,024 -7%
PPWM
5
PFG Private Wealth Management
Florida
$7.88M +$544K +13,076 +7%
AC
6
Avestar Capital
New York
$4.53M +$4.52M +108,592 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.7M +$2.25M +54,020 +510%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.6M -$2.4M -57,604 -52%
FCAG
9
First Capital Advisors Group
New Jersey
$2.37M +$2.36M +56,691 New
SIA
10
SkyView Investment Advisors
New Jersey
$2.22M +$2.34M +56,183 New
ATC
11
Argent Trust Co
Tennessee
$1.96M +$74.4K +1,789 +4%
CF
12
Centaurus Financial
California
$1.94M +$1.94M +46,576 New
PWM
13
Provident Wealth Management
Tennessee
$1.88M -$8.82K -212 -0.5%
LNC
14
Lincoln National Corp
Pennsylvania
$1.81M +$1.81M +43,400 New
TA
15
Townsend & Associates
Colorado
$1.64M +$1.64M +39,384 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.26M +$62.1K +1,493 +5%
CAN
17
Claraphi Advisory Network
United States
$1.08M +$639K +15,357 +145%
EH
18
Equitable Holdings
New York
$1.04M +$504K +12,120 +94%
KWA
19
Kellett Wealth Advisors
Ohio
$1M +$146K +3,503 +17%
MW
20
MBL Wealth
North Carolina
$943K +$941K +22,603 New
AWA
21
Arete Wealth Advisors
Illinois
$898K +$895K +21,517 New
CAN
22
Cetera Advisor Networks
California
$896K +$481K +11,564 +117%
IAN
23
Integrated Advisors Network
Texas
$759K +$757K +18,192 New
CAL
24
Capital Advisors Ltd
Ohio
$701K +$687K +16,501 +5,482%
ASN
25
Advisory Services Network
Georgia
$678K +$314K +7,557 +87%
1
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DIVB Hedge Fund Activity: Q1 2022 in Review

62 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2022, worth a combined $144M — up 38% from $105M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DIVB positions and 4 closed out — a net gain of 23 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $24.4M. The largest seller was WJ Wealth Management, exiting entirely with an estimated $8.5M sold.

  • 62 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2022, up from 39 in Q4 2021.
  • Funds reported $144M of iShares Core Dividend ETF stock for Q1 2022, up 38% quarter-over-quarter.
  • 27 funds opened new iShares Core Dividend ETF positions in Q1 2022 and 4 closed out, a net change of +23 holders.
  • The largest iShares Core Dividend ETF buyer in Q1 2022 was Bank of America, an estimated $24.4M added.
  • The largest iShares Core Dividend ETF seller in Q1 2022 was WJ Wealth Management, an estimated $8.5M sold.

Based on aggregated 13F filings for Q1 2022.