We are live on ! Find out more
DIVB icon

iShares Core Dividend ETF

99 hedge funds and large institutions have $304M invested in iShares Core Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more call options, than puts

Call options by funds: $45K | Put options by funds: $24K

58% more capital invested

Capital invested by funds: $192M → $304M (+$112M)

15% more funds holding

Funds holding: 8699 (+13)

8.08% more ownership

Funds ownership: 51.04%59.12% (+8.1%)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
46
Reduced
20
Closed
7
Calls
$45K
Puts
$24K
Net Calls
+$21K
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$66.2M +$35.7M +770,195 +129%
Corient Private Wealth
2
Corient Private Wealth
Florida
$25.7M -$3.16M -68,217 -11%
SBH
3
Segall Bryant & Hamill
Illinois
$25.7M +$24.6M +529,863 New
Bank of America
4
Bank of America
North Carolina
$21.1M +$637K +13,730 +3%
SPIA
5
Steward Partners Investment Advisory
New York
$17.6M +$3.22M +69,477 +24%
IA
6
IFG Advisory
Georgia
$15.8M +$2.32M +49,962 +18%
FWM
7
Foguth Wealth Management
Michigan
$15.5M +$5.43M +116,989 +57%
SAW
8
Signal Advisors Wealth
Michigan
$15.2M +$14.3M +307,885 +6,127%
WIA
9
World Investment Advisors
California
$10.3M +$9.85M +212,387 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.22M -$11.7M -251,640 -57%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$6.08M +$267K +5,756 +5%
CMA
12
Cedar Mountain Advisors
Oregon
$4.61M -$7.66K -165 -0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.18M +$631K +13,606 +19%
VAM
14
Verity Asset Management
North Carolina
$3.61M +$3.46M +74,591 New
ACM
15
Advisors Capital Management
New Jersey
$3.49M +$268K +5,778 +9%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.17M -$207K -4,461 -6%
MFG
17
MidWestOne Financial Group
Iowa
$2.84M -$281K -6,060 -9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.79M +$1.08M +23,363 +68%
ATC
19
Argent Trust Co
Tennessee
$2.75M -$5.61K -121 -0.2%
IFG
20
Independent Financial Group
California
$2.6M +$186K +4,000 +8%
TFG
21
Taylor Financial Group
Virginia
$2.55M +$194K +4,186 +9%
BCG
22
Breakwater Capital Group
New Jersey
$2.5M +$399K +8,607 +20%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.3M +$420K +9,061 +24%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.02M +$719K +15,490 +59%
Morgan Stanley
25
Morgan Stanley
New York
$1.93M +$809K +17,441 +78%

DIVB Hedge Fund Activity: Q3 2024 in Review

99 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q3 2024, worth a combined $304M — up 58% from $192M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DIVB positions and 7 closed out — a net gain of 13 holders — while 46 added to existing stakes and 20 trimmed.

The largest buyer was LPL Financial, adding an estimated $35.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $11.7M.

  • 99 institutional investors held iShares Core Dividend ETF (DIVB) as of Q3 2024, up from 86 in Q2 2024.
  • Funds reported $304M of iShares Core Dividend ETF stock for Q3 2024, up 58% quarter-over-quarter.
  • 20 funds opened new iShares Core Dividend ETF positions in Q3 2024 and 7 closed out, a net change of +13 holders.
  • The largest iShares Core Dividend ETF buyer in Q3 2024 was LPL Financial, an estimated $35.7M added.
  • The largest iShares Core Dividend ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2024.