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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
IC
351
Inscription Capital
Texas
$504K +$165K +7,940 +51%
CWS
352
Cypress Wealth Services
California
$498K +$208 +10 +0%
WP
353
WealthPLAN Partners
Nebraska
$496K +$237K +11,410 +91%
WIM
354
WealthPlan Investment Management
Nebraska
$496K +$497K +23,940 New
RBFC
355
Roman Butler Fullerton & Co
Missouri
$493K +$519 +25 +0.1%
BCM
356
Brookstone Capital Management
Illinois
$492K +$26.2K +1,260 +6%
AAS
357
Ameritas Advisory Services
Nebraska
$490K +$22.3K +1,075 +5%
NGA
358
Naples Global Advisors
Florida
$478K -$18.2K -875 -4%
PSF
359
Pacific Sun Financial
California
$474K
EWM
360
Empirical Wealth Management
Washington
$471K +$41.3K +1,990 +10%
AG
361
Ascent Group
Virginia
$465K -$108K -5,210 -19%
MCA
362
Magnolia Capital Advisors
Mississippi
$463K -$96.1K -4,630 -18%
TP
363
Tranquility Partners
Tennessee
$463K
GA
364
Greytown Advisors
Florida
$458K +$445K +21,430 New
MA
365
MCF Advisors
Kentucky
$454K +$441K +21,240 New
KWM
366
Kingsview Wealth Management
Oregon
$453K +$1.14K +55 +0.3%
FA
367
Flagstar Advisors
New York
$452K -$38.2K -1,840 -8%
CWM
368
Cornerstone Wealth Management
Missouri
$445K -$29.4K -1,415 -6%
KWA
369
Kellett Wealth Advisors
Ohio
$445K -$10.4K -500 -2%
LA
370
Latitude Advisors
Florida
$443K +$117K +5,620 +37%
SWA
371
SFMG Wealth Advisors
Texas
$442K +$135K +6,485 +46%
MCM
372
MAI Capital Management
Ohio
$441K -$31.2K -1,505 -7%
HWA
373
HCR Wealth Advisors
California
$437K
YIH
374
Y-Intercept (HK)
Hong Kong
$433K -$197K -9,510 -32%
SWM
375
Spire Wealth Management
Virginia
$432K -$830 -40 -0.2%

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.