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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
AA
326
Advisory Alpha
Michigan
$600K +$300K +14,440 +106%
IAN
327
Integrated Advisors Network
Texas
$597K -$61.2K -2,950 -10%
CAWM
328
Capital Advisors Wealth Management
Washington
$595K +$14.3K +690 +3%
PFS
329
Prospera Financial Services
Texas
$594K +$2.39K +115 +0.4%
GWM
330
Gray Wealth Management
Maine
$582K -$6.23K -300 -1%
MA
331
MUFG Americas
New York
$581K -$2.59K -125 -0.5%
F
332
F3Logic
Minnesota
$577K +$37.3K +1,795 +7%
TA
333
Tectonic Advisors
Texas
$574K +$322K +15,510 +137%
HFG
334
Heron Financial Group
New York
$564K -$4.05K -195 -0.7%
First Manhattan
335
First Manhattan
New York
$546K
CPSAC
336
Chas P. Smith & Associates (CPS)
Florida
$542K -$3.32K -160 -0.6%
MCCP
337
Mission Creek Capital Partners
California
$539K +$1.25K +60 +0.2%
FFN
338
Focus Financial Network
Minnesota
$538K -$125K -6,010 -19%
PG
339
Patten Group
Tennessee
$536K +$76.9K +3,705 +17%
FI
340
Financial Insights
Washington
$531K
SIC
341
Sigma Investment Counselors
Michigan
$528K -$55.3K -2,665 -10%
APC
342
Aspire Private Capital
North Carolina
$527K -$211K -10,185 -29%
JWA
343
JFS Wealth Advisors
Pennsylvania
$525K
SFA
344
Sequoia Financial Advisors
Ohio
$523K
OC
345
Oppenheimer & Co
New York
$517K +$288K +13,855 +134%
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$513K +$13.9K +670 +3%
TA
347
TrueWealth Advisors
Alabama
$507K
RIA
348
Richwood Investment Advisors
Ohio
$505K -$3.63K -175 -0.7%
SAS
349
Sanford Advisory Services
Michigan
$505K +$15.6K +750 +3%
CWP
350
CFM Wealth Partners
Texas
$504K +$144K +6,945 +42%

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.