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iShares Core Dividend ETF
DIVB

86 hedge funds and large institutions have $192M invested in iShares Core Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $97K | Put options by funds: $18K

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $167M → $192M (+$24.9M)

9% more funds holding

Funds holding: 79 → 86 (+7)

0.98% more ownership

Funds ownership: 50.05% → 51.04% (+0.98%)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
34
Reduced
25
Closed
4
Calls
$97K
Puts
$18K
Net Calls
+$79K
Net Calls Change
-$63K

Top Buyers

1
IA
IFG Advisory
Georgia
+$12.1M
2
FWM
Foguth Wealth Management
Michigan
+$7.19M
3
KAS
Kestra Advisory Services
Texas
+$2.67M
4
LPL Financial
LPL Financial
California
+$2.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.28M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$1.99M
2
NA
NewEdge Advisors
Louisiana
-$1.99M
3
SAW
Signal Advisors Wealth
Michigan
-$1.52M
4
ACM
Advisors Capital Management
New Jersey
-$1.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$838K
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
1
Corient Private Wealth
Florida
$26.5M -$1.99M -45,666 -7%
LPL Financial
2
LPL Financial
California
$26.4M +$2.5M +57,276 +11%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$19.6M +$943K +21,590 +5%
Bank of America
4
Bank of America
North Carolina
$18.7M +$577K +13,204 +3%
SPIA
5
Steward Partners Investment Advisory
New York
$13M -$67.1K -1,537 -0.5%
IA
6
IFG Advisory
Georgia
$12.2M +$12.1M +276,505 New
FWM
7
Foguth Wealth Management
Michigan
$9.05M +$7.19M +164,700 +414%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$5.3M +$2.28M +52,290 +78%
CMA
9
Cedar Mountain Advisors
Oregon
$4.22M +$78.6K +1,801 +2%
KAS
10
Kestra Advisory Services
Texas
$3.95M +$2.67M +61,208 +219%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.21M -$257K -5,891 -8%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.1M -$179K -4,091 -6%
ACM
13
Advisors Capital Management
New Jersey
$2.93M -$1.15M -26,335 -28%
MFG
14
MidWestOne Financial Group
Iowa
$2.86M +$374K +8,568 +15%
ATC
15
Argent Trust Co
Tennessee
$2.52M – – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.51M +$1.75M +40,121 +241%
IFG
17
Independent Financial Group
California
$2.2M +$208K +4,767 +11%
TFG
18
Taylor Financial Group
Virginia
$2.15M +$184K +4,207 +9%
BCG
19
Breakwater Capital Group
New Jersey
$1.9M +$133K +3,049 +8%
Citadel Advisors
20
Citadel Advisors
Florida
$1.78M -$129K -2,944 -7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.7M +$577K +13,215 +52%
SA
22
Sanctuary Advisors
Indiana
$1.58M +$1.61M +36,836 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.51M +$250K +5,729 +20%
GGS
24
Galvin Gaustad & Stein
Arizona
$1.25M +$6.94K +159 +0.6%
FAIM
25
Financial Advocates Investment Management
Washington
$1.23M +$917K +21,012 +308%
1
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DIVB Hedge Fund Activity: Q2 2024 in Review

86 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q2 2024, worth a combined $192M — up 15% from $167M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DIVB positions and 4 closed out — a net gain of 8 holders — while 34 added to existing stakes and 25 trimmed.

The largest buyer was IFG Advisory, opening a new position worth an estimated $12.1M. The largest seller was Corient Private Wealth, cutting an estimated $1.99M.

  • 86 institutional investors held iShares Core Dividend ETF (DIVB) as of Q2 2024, up from 79 in Q1 2024.
  • Funds reported $192M of iShares Core Dividend ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 12 funds opened new iShares Core Dividend ETF positions in Q2 2024 and 4 closed out, a net change of +8 holders.
  • The largest iShares Core Dividend ETF buyer in Q2 2024 was IFG Advisory, an estimated $12.1M added.
  • The largest iShares Core Dividend ETF seller in Q2 2024 was Corient Private Wealth, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2024.