CA
HDV

Cliff Asness’s iShares Core High Dividend ETF HDV Stock Holding History

Cliff Asness’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.85M Buy
140,342
+2,382
+2% +$64.8K ﹤0.01% 2171
2026
Q1 		$3.74M Buy
137,960
+7,930
+6% +$211K ﹤0.01% 1932
2025
Q4 		$3.16M Buy
130,030
+113,130
+669% +$2.75M ﹤0.01% 1845
2025
Q3 		$414K Buy
16,900
+500
+3% +$12.1K ﹤0.01% 2906
2025
Q2 		$384K Sell
16,400
-8,835
-35% -$204K ﹤0.01% 2741
2025
Q1 		$611K Buy
25,235
+1,460
+6% +$34.1K ﹤0.01% 2311
2024
Q4 		$534K Buy
23,775
+1,555
+7% +$36.5K ﹤0.01% 2217
2024
Q3 		$523K Buy
+22,220
New +$509K ﹤0.01% 2154

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cliff Asness's HDV Position: Q2 2026 in Review

Cliff Asness increased its iShares Core High Dividend ETF (HDV) stake by 1.7% in Q2 2026, buying an estimated $64.8K and bringing the position to 140,342 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Cliff Asness first reported a position in HDV in Q3 2024 and has held it in 8 quarters since. 879 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Cliff Asness held 140,342 shares of iShares Core High Dividend ETF worth $3.85M as of Q2 2026.
  • Cliff Asness bought 2,382 iShares Core High Dividend ETF shares in Q2 2026, an estimated $64.8K.
  • iShares Core High Dividend ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2171 holding.
  • Cliff Asness first reported a position in iShares Core High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.