Jim Simons’s iShares Core High Dividend ETF HDV Stock Holding History

Jim Simons’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 Q1	$869K	Sell	32,000 -32,500	-50%	-$865K	﹤0.01%	2341
2025 Q4	$1.57M	Sell	64,500 -116,000	-64%	-$2.82M	﹤0.01%	2024
2025 Q3	$4.42M	Buy	+180,500	New	+$4.36M	0.01%	1575
2025 Q2	–	Sell	-292,000	Closed	-$7.07M	–	3690
2025 Q1	$7.07M	Buy	+292,000	New	+$6.82M	0.01%	1207
2024 Q4	–	Sell	-12,500	Closed	-$294K	–	3708
2024 Q3	$294K	Buy	12,500 +2,500	+25%	+$57.2K	﹤0.01%	2990
2024 Q2	$217K	Sell	10,000 -213,500	-96%	-$4.65M	﹤0.01%	3017
2024 Q1	$4.93M	Buy	223,500 +207,500	+1,297%	+$4.36M	0.01%	1414
2023 Q4	$326K	Buy	+16,000	New	+$315K	﹤0.01%	2953
2023 Q2	–	Sell	-63,000	Closed	-$1.28M	–	4063
2023 Q1	$1.28M	Sell	63,000 -42,500	-40%	-$872K	﹤0.01%	2306
2022 Q4	$2.2M	Buy	+105,500	New	+$2.16M	﹤0.01%	2014
2022 Q3	–	Sell	-66,500	Closed	-$1.34M	–	4175
2022 Q2	$1.34M	Sell	66,500 -36,000	-35%	-$760K	﹤0.01%	2510
2022 Q1	$2.19M	Sell	102,500 -61,000	-37%	-$1.27M	﹤0.01%	2173
2021 Q4	$3.3M	Buy	163,500 +133,500	+445%	+$2.62M	﹤0.01%	1795
2021 Q3	$566K	Sell	30,000 -17,000	-36%	-$329K	﹤0.01%	2843
2021 Q2	$907K	Buy	+47,000	New	+$913K	﹤0.01%	2713
2020 Q4	–	Sell	-44,000	Closed	-$708K	–	3510
2020 Q3	$708K	Buy	+44,000	New	+$732K	﹤0.01%	2685
2020 Q1	–	Sell	-33,000	Closed	-$647K	–	3575
2019 Q4	$647K	Sell	33,000 -70,500	-68%	-$1.35M	﹤0.01%	2808
2019 Q3	$1.95M	Buy	103,500 +45,000	+77%	+$846K	﹤0.01%	2294
2019 Q2	$1.11M	Buy	58,500 +3,500	+6%	+$65.7K	﹤0.01%	2631
2019 Q1	$1.03M	Buy	+55,000	New	+$987K	﹤0.01%	2658
2018 Q3	–	Sell	-16,500	Closed	-$280K	–	3417
2018 Q2	$280K	Buy	+16,500	New	+$281K	﹤0.01%	2986

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jim Simons's HDV Position: Q1 2026 in Review

Jim Simons reduced its iShares Core High Dividend ETF (HDV) stake by 50% in Q1 2026, selling an estimated $865K and leaving 32,000 shares worth $869K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Jim Simons first reported a position in HDV in Q2 2018 and has held it in 21 quarters since. The position peaked at $7.07M in Q1 2025. 860 funds tracked by Wall St. Rank hold HDV as of Q1 2026.

Jim Simons held 32,000 shares of iShares Core High Dividend ETF worth $869K as of Q1 2026.
Jim Simons sold 32,500 iShares Core High Dividend ETF shares in Q1 2026, an estimated $865K.
iShares Core High Dividend ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2341 holding.
Jim Simons first reported a position in iShares Core High Dividend ETF in Q2 2018 and has held it in 21 quarters since.
Jim Simons's iShares Core High Dividend ETF position peaked at $7.07M in Q1 2025.
860 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.