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iShares Core Dividend ETF

107 hedge funds and large institutions have $368M invested in iShares Core Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 18

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

21% more capital invested

Capital invested by funds: $304M → $368M (+$64.1M)

8% more funds holding

Funds holding: 99107 (+8)

2.88% more ownership

Funds ownership: 59.12%62% (+2.9%)

78% less call options, than puts

Call options by funds: $16K | Put options by funds: $74K

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
57
Reduced
18
Closed
7
Calls
$16K
Puts
$74K
Net Calls
-$58K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$79.7M +$15.5M +315,007 +23%
SBH
2
Segall Bryant & Hamill
Illinois
$24.1M -$1.1M -22,311 -4%
FWM
3
Foguth Wealth Management
Michigan
$23.6M +$7.72M +157,256 +49%
Corient Private Wealth
4
Corient Private Wealth
Florida
$23.5M -$1.04M -21,165 -4%
Bank of America
5
Bank of America
North Carolina
$23.1M +$2.57M +52,262 +12%
SAW
6
Signal Advisors Wealth
Michigan
$19.8M +$5.15M +104,979 +34%
IA
7
IFG Advisory
Georgia
$18.9M +$3.58M +73,010 +22%
SPIA
8
Steward Partners Investment Advisory
New York
$17.8M +$628K +12,782 +4%
WIA
9
World Investment Advisors
California
$10.4M +$328K +6,674 +3%
Raymond James Financial
10
Raymond James Financial
Florida
$9.63M +$9.98M +203,234 New
IA
11
Integrity Alliance
Iowa
$7.23M +$7.49M +152,460 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.58M +$659K +13,430 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$6.44M +$3.85M +78,421 +136%
KAS
14
Kestra Advisory Services
Texas
$6.37M +$4.76M +96,964 +259%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.07M +$4.24M +86,318 +207%
ACM
16
Absolute Capital Management
Pennsylvania
$5.31M +$5.5M +112,000 New
CMA
17
Cedar Mountain Advisors
Oregon
$4.49M -$25K -510 -0.5%
CFS
18
Compass Financial Services
Iowa
$4.39M +$4.55M +92,676 New
JP Morgan Chase
19
JP Morgan Chase
New York
$3.91M +$831K +16,920 +26%
ACM
20
Advisors Capital Management
New Jersey
$3.38M -$38.7K -788 -1%
IAA
21
Independent Advisor Alliance
North Carolina
$3.3M +$3.42M +69,683 New
MFG
22
MidWestOne Financial Group
Iowa
$3.2M +$438K +8,930 +15%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.95M +$724K +14,745 +31%
AWA
24
AmeriServ Wealth Advisors
Pennsylvania
$2.93M +$3.04M +61,843 New
ATC
25
Argent Trust Co
Tennessee
$2.69M

DIVB Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Dividend ETF (DIVB) for Q4 2024, worth a combined $368M — up 21% from $304M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DIVB positions and 7 closed out — a net gain of 11 holders — while 57 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.5M. The largest seller was Verity Asset Management, exiting entirely with an estimated $3.61M sold.

  • 107 institutional investors held iShares Core Dividend ETF (DIVB) as of Q4 2024, up from 99 in Q3 2024.
  • Funds reported $368M of iShares Core Dividend ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 18 funds opened new iShares Core Dividend ETF positions in Q4 2024 and 7 closed out, a net change of +11 holders.
  • The largest iShares Core Dividend ETF buyer in Q4 2024 was LPL Financial, an estimated $15.5M added.
  • The largest iShares Core Dividend ETF seller in Q4 2024 was Verity Asset Management, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2024.