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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
AIC
276
Archer Investment Corporation
Indiana
$908K +$205K +9,870 +30%
KA
277
Kovack Advisors
Florida
$907K +$17.7K +855 +2%
CFO
278
CVA Family Office
Colorado
$886K
CFO
279
Collective Family Office
Pennsylvania
$882K +$856K +41,250 New
LIM
280
Leavell Investment Management
Alabama
$852K
SG
281
StoneX Group
New York
$845K +$208 +10 +0%
WCFA
282
Walkner Condon Financial Advisors
Wisconsin
$841K +$7.47K +360 +0.9%
SFG
283
StrategIQ Financial Group
Indiana
$840K
OCM
284
One Capital Management
California
$836K +$812K +39,135 New
FNC
285
First National Corp
Massachusetts
$811K +$156K +7,520 +25%
PWP
286
Perfromance Wealth Partners
Illinois
$810K +$7.58K +365 +1%
NP
287
NorthRock Partners
Minnesota
$802K +$6.43K +310 +0.8%
SC
288
Savant Capital
Illinois
$794K
TC
289
Tacita Capital
Ontario, Canada
$782K
MWM
290
Marion Wealth Management
Pennsylvania
$771K -$28.6K -1,380 -4%
IWC
291
Integrated Wealth Concepts
Massachusetts
$761K +$113K +5,440 +18%
ATC
292
Argent Trust Co
Tennessee
$751K
WB
293
WesBanco Bank
West Virginia
$746K +$28.5K +1,375 +4%
SWA
294
Sax Wealth Advisors
New Jersey
$740K -$11.9K -575 -2%
IP
295
Investment Partners
Ohio
$737K +$1.66K +80 +0.2%
ADL
296
Asset Dedication LLC
California
$716K -$41.6K -2,005 -6%
RVPG
297
Relative Value Partners Group
$709K
BWM
298
BCS Wealth Management
Tennessee
$708K
VAS
299
Vestmark Advisory Solutions
Massachusetts
$705K -$51K -2,455 -7%
Northern Trust
300
Northern Trust
Illinois
$700K -$41.7K -2,010 -6%

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.