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HDV

iShares Core High Dividend ETF

731 hedge funds and large institutions have $7.66B invested in iShares Core High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 327 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $3.44M

305% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 42

173% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 120

112% more capital invested

Capital invested by funds: $3.62B → $7.66B (+$4.04B)

101.61% more ownership

Funds ownership: 201.86%303.47% (+102%)

86% more funds holding in top 10

Funds holding in top 10: 2954 (+25)

20% more funds holding

Funds holding: 611731 (+120)

Holders
731
Holders Change
+120
Holders Change %
+19.64%
% of All Funds
12.31%
Holding in Top 10
54
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+86.21%
% of All Funds
0.91%
New
170
Increased
327
Reduced
120
Closed
42
Calls
$16.1M
Puts
$3.44M
Net Calls
+$12.6M
Net Calls Change
-$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
326
Litman Gregory Wealth Management
California
$1.18M -$4.75K -225 -0.4%
BAM
327
Belpointe Asset Management
Nevada
$1.17M +$1.09M +51,420 +747%
CPIA
328
Cornell Pochily Investment Advisors
New York
$1.16M +$32K +1,515 +3%
Bessemer Group
329
Bessemer Group
New Jersey
$1.14M
VAS
330
Vestmark Advisory Solutions
Massachusetts
$1.12M +$484K +22,910 +69%
WTC
331
WhitTier Trust Company
Nevada
$1.12M -$8.66K -410 -0.7%
EA
332
Eudaimonia Advisors
Tennessee
$1.12M +$123K +5,845 +12%
CA
333
CoreCap Advisors
Michigan
$1.11M +$886K +41,945 +310%
NB
334
Northwest Bancshares
Pennsylvania
$1.09M -$32K -1,515 -3%
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$1.09M -$79.2K -3,750 -6%
AWE
336
Avidian Wealth Enterprises
Texas
$1.09M +$908K +42,970 +381%
DOA
337
D'Orazio & Associates
Virginia
$1.08M +$1.14M +53,875 New
CFCI
338
Comprehensive Financial Consultants Institutional
Indiana
$1.08M -$3.7K -175 -0.3%
WFA
339
Wellspring Financial Advisors
Ohio
$1.06M +$6.23K +295 +0.6%
CRC
340
Curi RMB Capital
Illinois
$1.06M +$64.6K +3,060 +6%
PWM
341
Perigon Wealth Management
California
$1.06M +$1.11M +52,650 New
CSIC
342
Clifford Swan Investment Counsel
California
$1.06M
CBFP
343
Cedar Brook Financial Partners
Ohio
$1.06M +$109K +5,180 +11%
US Bancorp
344
US Bancorp
Minnesota
$1.04M +$798K +37,765 +265%
1WM
345
1900 Wealth Management
Texas
$1.04M +$1.1M +51,885 New
WCG
346
Weaver Consulting Group
California
$1.04M -$3.91K -185 -0.4%
FHA
347
First Horizon Advisors
Tennessee
$1.03M +$1.08M +51,125 +32,984%
QA
348
Quantitative Advantage
Minnesota
$1.01M +$1.07M +50,500 New
Lazard Asset Management
349
Lazard Asset Management
New York
$1.01M +$24.7K +1,170 +2%
PA
350
Pinnacle Associates
New York
$1.01M

HDV Hedge Fund Activity: Q2 2022 in Review

731 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2022, worth a combined $7.66B — up 112% from $3.62B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new HDV positions and 42 closed out — a net gain of 128 holders — while 327 added to existing stakes and 120 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.23B. The largest seller was AE Wealth Management, cutting an estimated $63M.

  • 731 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2022, up from 611 in Q1 2022.
  • Funds reported $7.66B of iShares Core High Dividend ETF stock for Q2 2022, up 112% quarter-over-quarter.
  • 170 funds opened new iShares Core High Dividend ETF positions in Q2 2022 and 42 closed out, a net change of +128 holders.
  • The largest iShares Core High Dividend ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $1.23B added.
  • The largest iShares Core High Dividend ETF seller in Q2 2022 was AE Wealth Management, an estimated $63M sold.

Based on aggregated 13F filings for Q2 2022.