iShares Core Dividend ETF
DIVB
61 hedge funds and large institutions have $135M invested in iShares Core Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.
867% more call options, than puts
Call options by funds: $29K | Put options by funds: $3K
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
12% more capital invested
Capital invested by funds: $120M → $135M (+$14.9M)
4.28% more ownership
Funds ownership: 47.54% → 51.82% (+4.3%)
9% less funds holding
Funds holding: 67 → 61 (-6)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$21.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.76M |
| 3 |
Goldman Sachs
New York
|
+$1.76M |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
+$1.3M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.27M |
| 2 |
MW
MBL Wealth
Charlotte,
North Carolina
|
-$4.4M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$685K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$560K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$378K |
DIVB Hedge Fund Activity: Q1 2023 in Review
61 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q1 2023, worth a combined $135M — up 12% from $120M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of DIVB and 8 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 22 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $21.2M. The largest seller was Bank of America, cutting an estimated $8.27M.
- 61 institutional investors held iShares Core Dividend ETF (DIVB) as of Q1 2023, down from 67 in Q4 2022.
- Funds reported $135M of iShares Core Dividend ETF stock for Q1 2023, up 12% quarter-over-quarter.
- 8 funds opened new iShares Core Dividend ETF positions in Q1 2023 and 12 closed out, a net change of -4 holders.
- The largest iShares Core Dividend ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $21.2M added.
- The largest iShares Core Dividend ETF seller in Q1 2023 was Bank of America, an estimated $8.27M sold.
Based on aggregated 13F filings for Q1 2023.