iShares Core Dividend ETF
DIVB
67 hedge funds and large institutions have $120M invested in iShares Core Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 8 closing their positions.
280% more call options, than puts
Call options by funds: $190K | Put options by funds: $50K
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
71% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 14
20% more funds holding
Funds holding: 56 → 67 (+11)
5% less capital invested
Capital invested by funds: $126M → $120M (-$6.29M)
61.77% less ownership
Funds ownership: 109.3% → 47.54% (-62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.2M |
| 2 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$889K |
| 3 |
JP Morgan Chase
New York
|
+$778K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$536K |
| 5 |
GGS
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
+$467K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$28.4M |
| 2 |
TA
Townsend & Associates
Westminster,
Colorado
|
-$1.71M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.5M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$1.48M |
| 5 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$1.37M |
DIVB Hedge Fund Activity: Q4 2022 in Review
67 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q4 2022, worth a combined $120M — down 5% from $126M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DIVB positions and 8 closed out — a net gain of 13 holders — while 24 added to existing stakes and 14 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.2M. The largest seller was Morgan Stanley, cutting an estimated $28.4M.
- 67 institutional investors held iShares Core Dividend ETF (DIVB) as of Q4 2022, up from 56 in Q3 2022.
- Funds reported $120M of iShares Core Dividend ETF stock for Q4 2022, down 5% quarter-over-quarter.
- 21 funds opened new iShares Core Dividend ETF positions in Q4 2022 and 8 closed out, a net change of +13 holders.
- The largest iShares Core Dividend ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $1.2M added.
- The largest iShares Core Dividend ETF seller in Q4 2022 was Morgan Stanley, an estimated $28.4M sold.
Based on aggregated 13F filings for Q4 2022.