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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
PA
251
Pinnacle Associates
New York
$1.07M -$36.3K -1,750 -3%
CRC
252
Curi RMB Capital
Illinois
$1.06M
EA
253
Eudaimonia Advisors
Tennessee
$1.06M +$205K +9,880 +25%
VR
254
Viridian RIA
Washington
$1.06M -$1.19M -57,455 Closed
Financial Engines Advisors
255
Financial Engines Advisors
California
$1.06M +$1.03M +49,740 New
PP
256
Patten & Patten
Tennessee
$1.06M -$22.8K -1,100 -2%
Lazard Asset Management
257
Lazard Asset Management
New York
$1.05M
IFG
258
Independent Financial Group
California
$1.05M +$42.4K +2,045 +4%
AWA
259
Amplius Wealth Advisors
Pennsylvania
$1.05M -$28.4K -1,370 -3%
KFP
260
KMG Fiduciary Partners
Ohio
$1.04M -$87.6K -4,220 -8%
BO
261
BRR OpCo
Ohio
$1.03M +$17.7K +855 +2%
BIA
262
Biondo Investment Advisors
Pennsylvania
$1.02M +$33.7K +1,625 +4%
JC
263
JB Capital
Connecticut
$1.02M +$494K +23,780 +99%
CBFP
264
Cedar Brook Financial Partners
Ohio
$1.01M +$2.59K +125 +0.3%
Jones Financial Companies
265
Jones Financial Companies
Missouri
$1.01M +$58.2K +2,805 +6%
EW
266
Element Wealth
Mississippi
$975K -$463K -22,315 -33%
SS
267
Sunbelt Securities
Texas
$970K -$19.9K -960 -2%
CFG
268
Citizens Financial Group
Rhode Island
$962K +$934K +45,000 New
FMP
269
Financial Management Professionals
Texas
$953K +$925K +44,560 New
VHAM
270
Van Hulzen Asset Management
California
$941K -$934 -45 -0.1%
CT
271
Caldwell Trust
Florida
$928K -$10.4K -500 -1%
TFA
272
Teamwork Financial Advisors
Texas
$922K -$2.97M -142,925 -77%
NB
273
NBT Bank
New York
$920K -$63.3K -3,050 -7%
WAOTB
274
Wealth Advisors of Tampa Bay
Florida
$914K
RJT
275
Raymond James Trust
Florida
$909K +$101K +4,850 +13%

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.