HDV icon

iShares Core High Dividend ETF

608 hedge funds and large institutions have $3.61B invested in iShares Core High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 253 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+30
Holders Change %
+5.19%
% of All Funds
9.62%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
74
Increased
253
Reduced
155
Closed
35
Calls
$80.1M
Puts
$354K
Net Calls
+$79.7M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
276
Leavell Investment Management
Alabama
$852K
SG
277
StoneX Group
New York
$845K +$214 +2 +0%
WCFA
278
Walkner Condon Financial Advisors
Wisconsin
$841K +$7.69K +72 +0.9%
SFG
279
StrategIQ Financial Group
Indiana
$840K
OCM
280
One Capital Management
California
$836K +$836K +7,827 New
FNC
281
First National Corp
Massachusetts
$811K +$161K +1,504 +25%
PWP
282
Perfromance Wealth Partners
Illinois
$810K +$7.8K +73 +1%
NP
283
NorthRock Partners
Minnesota
$802K +$6.63K +62 +0.8%
SC
284
Savant Capital
Illinois
$794K
TC
285
Tacita Capital
Ontario, Canada
$782K
MWM
286
Marion Wealth Management
Pennsylvania
$771K -$29.5K -276 -4%
IWC
287
Integrated Wealth Concepts
Massachusetts
$761K +$116K +1,088 +18%
ATC
288
Argent Trust Co
Tennessee
$751K
WB
289
WesBanco Bank
West Virginia
$746K +$29.4K +275 +4%
SWA
290
Sax Wealth Advisors
New Jersey
$740K -$12.3K -115 -2%
IP
291
Investment Partners
Ohio
$737K +$1.71K +16 +0.2%
ADL
292
Asset Dedication LLC
California
$716K -$42.9K -401 -6%
RVPG
293
Relative Value Partners Group
$709K
BWM
294
BCS Wealth Management
Tennessee
$708K
VAS
295
Vestmark Advisory Solutions
Massachusetts
$705K -$52.5K -491 -7%
Northern Trust
296
Northern Trust
Illinois
$700K -$43K -402 -6%
OPS
297
Orion Portfolio Solutions
Nebraska
$693K +$38.9K +364 +6%
SVWAG
298
Sound View Wealth Advisors Group
Georgia
$692K +$11.5K +108 +2%
KCA
299
Karn Couzens & Associates
Connecticut
$692K +$36.7K +343 +6%
AOWM
300
Alpha Omega Wealth Management
Virginia
$687K -$4.92K -46 -0.7%