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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
OPS
301
Orion Portfolio Solutions
Nebraska
$693K +$37.8K +1,820 +6%
SVWAG
302
Sound View Wealth Advisors Group
Georgia
$692K +$11.2K +540 +2%
KCA
303
Karn Couzens & Associates
Connecticut
$692K +$35.6K +1,715 +6%
AOWM
304
Alpha Omega Wealth Management
Virginia
$687K -$4.77K -230 -0.7%
PTC
305
Philadelphia Trust Company
Pennsylvania
$686K
JCM
306
Jacobi Capital Management
Pennsylvania
$680K +$69K +3,325 +12%
PCG
307
Private Capital Group
Connecticut
$677K
CA
308
Continuum Advisory
Idaho
$670K +$670K +32,295 New
FCA
309
FinTrust Capital Advisors
South Carolina
$668K +$10.4K +500 +2%
IWA
310
Inspirion Wealth Advisors
Illinois
$667K +$934 +45 +0.1%
SFP
311
Shepherd Financial Partners
Massachusetts
$663K +$643K +31,000 New
OIA
312
OneDigital Investment Advisors
Kansas
$658K -$11K -530 -2%
BHB
313
Bank Hapoalim BM
Israel
$655K -$232K -11,190 -27%
GRP
314
Global Retirement Partners
California
$653K +$632K +30,460 New
Brown Advisory
315
Brown Advisory
Maryland
$652K -$34.1K -1,645 -5%
CFGS
316
Concourse Financial Group Securities
Alabama
$649K +$52.1K +2,510 +9%
KTC
317
Kistler-Tiffany Companies
Pennsylvania
$646K +$1.25K +60 +0.2%
FAM
318
Formidable Asset Management
Ohio
$641K -$14.8K -715 -2%
OBWG
319
Onyx Bridge Wealth Group
New York
$628K -$15.3K -735 -2%
BDF
320
Black Diamond Financial
Maryland
$627K
AWAG
321
ARS Wealth Advisors Group
Florida
$626K +$1.87K +90 +0.3%
CCA
322
Cobblestone Capital Advisors
New York
$618K
PWP
323
Pursue Wealth Partners
California
$616K
AWM
324
Altium Wealth Management
New York
$610K -$7.47K -360 -1%
SWM
325
Sugarloaf Wealth Management
Georgia
$603K -$114K -5,505 -16%

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.