HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.36%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$19.7M
2
EWA
EP Wealth Advisors
California
+$19.5M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$13.1M
4
Mariner
Mariner
Kansas
+$11M
5
GFA
Gallagher Fiduciary Advisors
Illinois
+$9.51M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$329M
2
Truist Financial
Truist Financial
North Carolina
-$203M
3
BlackRock
BlackRock
New York
-$154M
4
Wells Fargo
Wells Fargo
California
-$133M
5
Osaic Holdings
Osaic Holdings
Arizona
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
251
Resources Management Corp
Connecticut
$1.49M +$1.47M +5,101 +5,668%
BRWA
252
B. Riley Wealth Advisors
Florida
$1.47M -$2.32M -22,834 -61%
NCM
253
NCM Capital Management
New Jersey
$1.44M -$185K -1,815 -11%
TCMP
254
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.44M +$22.3K +222 +2%
HR
255
Howe & Rusling
New York
$1.43M +$102K +1,000 +8%
WCFA
256
Walkner Condon Financial Advisors
Wisconsin
$1.42M +$224K +2,200 +19%
PWM
257
Perigon Wealth Management
California
$1.39M +$77.5K +762 +6%
RIA
258
Realta Investment Advisors
Delaware
$1.39M +$8.13K +80 +0.6%
SFC
259
Strategic Financial Concepts
Texas
$1.37M +$1.37M +13,525 New
1WA
260
180 Wealth Advisors
Washington
$1.37M -$34.1K -335 -2%
AI
261
Atria Investments
North Carolina
$1.37M -$1.15M -11,301 -46%
RJT
262
Raymond James Trust
Florida
$1.37M +$216K +2,128 +19%
MAS
263
Madden Advisory Services
Florida
$1.36M – – –
RCAG
264
Rehmann Capital Advisory Group
Michigan
$1.36M +$84K +826 +7%
SF
265
Synovus Financial
Georgia
$1.34M +$178K +1,753 +15%
LSA
266
Lion Street Advisors
Texas
$1.34M +$1.34M +13,171 New
JGIA
267
Jackson Grant Investment Advisers
Connecticut
$1.34M -$74.1K -729 -5%
SC
268
SouthState Corp
Florida
$1.33M -$273K -2,687 -17%
FHA
269
Flagship Harbor Advisors
Massachusetts
$1.32M -$14.2K -140 -1%
CWP
270
Concord Wealth Partners
Virginia
$1.31M +$86.8K +854 +7%
HIA
271
Harbor Investment Advisory
Maryland
$1.29M -$13.9K -137 -1%
FG
272
Fiduciary Group
Georgia
$1.29M – – –
PWW
273
Pettyjohn Wood & White
Virginia
$1.29M +$7.63K +75 +0.6%
Renaissance Technologies
274
Renaissance Technologies
New York
$1.28M -$864K -8,500 -40%
WWM
275
WT Wealth Management
Arizona
$1.28M +$53.8K +529 +4%
9 10
11
12 13