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HDV

iShares Core High Dividend ETF

611 hedge funds and large institutions have $3.62B invested in iShares Core High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 256 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

22,517% more call options, than puts

Call options by funds: $80.1M | Put options by funds: $354K

109% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 35

64% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 156

32% more funds holding in top 10

Funds holding in top 10: 2229 (+7)

27% more capital invested

Capital invested by funds: $2.86B → $3.62B (+$760M)

11.69% more ownership

Funds ownership: 190.17%201.86% (+12%)

5% more funds holding

Funds holding: 582611 (+29)

Holders
611
Holders Change
+29
Holders Change %
+4.98%
% of All Funds
9.64%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.46%
New
73
Increased
256
Reduced
156
Closed
35
Calls
$80.1M
Puts
$354K
Net Calls
+$79.7M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
226
Parsons Capital Management
Rhode Island
$1.33M +$940K +45,300 +266%
VA
227
Valmark Advisers
Ohio
$1.32M -$2.91K -140 -0.2%
FANJ
228
Financial Architects (New Jersey)
New Jersey
$1.32M +$1.28M +61,595 New
FG
229
Fiduciary Group
Georgia
$1.3M +$21.2K +1,020 +2%
CWM
230
Calamos Wealth Management
Illinois
$1.29M +$504K +24,290 +68%
LGWM
231
Litman Gregory Wealth Management
California
$1.26M
HWM
232
Hohimer Wealth Management
Washington
$1.26M -$12.6K -605 -1%
AWM
233
Axxcess Wealth Management
California
$1.26M +$104 +5 +0%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$1.24M +$1.08M +51,995 +866%
ACM
235
Absolute Capital Management
Pennsylvania
$1.22M +$1.18M +57,000 New
Bessemer Group
236
Bessemer Group
New Jersey
$1.21M +$16.1K +775 +1%
MA
237
Mutual Advisors
Nebraska
$1.2M +$15.6K +750 +1%
CPIA
238
Cornell Pochily Investment Advisors
New York
$1.2M +$142K +6,840 +14%
WTC
239
WhitTier Trust Company
Nevada
$1.2M
NB
240
Northwest Bancshares
Pennsylvania
$1.2M -$448K -21,605 -28%
WPC
241
White Pine Capital
Minnesota
$1.19M +$103K +4,970 +10%
CWP
242
Concord Wealth Partners
Virginia
$1.17M +$42.1K +2,030 +4%
CFCI
243
Comprehensive Financial Consultants Institutional
Indiana
$1.15M -$41.9K -2,020 -4%
BAM
244
Barrett Asset Management
New York
$1.15M
WFA
245
Wellspring Financial Advisors
Ohio
$1.13M +$7.89K +380 +0.7%
CSIC
246
Clifford Swan Investment Counsel
California
$1.13M
PAS
247
Park Avenue Securities
New York
$1.12M +$1.09M +52,295 New
WCG
248
Weaver Consulting Group
California
$1.11M -$11.1K -535 -1%
MHS
249
M Holdings Securities
Oregon
$1.1M +$1.07M +51,610 New
KF
250
Krilogy Financial
Missouri
$1.08M -$19.9K -960 -2%

HDV Hedge Fund Activity: Q1 2022 in Review

611 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2022, worth a combined $3.62B — up 27% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HDV positions and 35 closed out — a net gain of 38 holders — while 256 added to existing stakes and 156 trimmed.

The largest buyer was Bank of America, adding an estimated $83.5M. The largest seller was Franklin Resources, cutting an estimated $21.4M.

  • 611 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2022, up from 582 in Q4 2021.
  • Funds reported $3.62B of iShares Core High Dividend ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 73 funds opened new iShares Core High Dividend ETF positions in Q1 2022 and 35 closed out, a net change of +38 holders.
  • The largest iShares Core High Dividend ETF buyer in Q1 2022 was Bank of America, an estimated $83.5M added.
  • The largest iShares Core High Dividend ETF seller in Q1 2022 was Franklin Resources, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2022.