HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

745 hedge funds and large institutions have $7.04B invested in iShares Core High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+43
Holders Change %
+6.13%
% of All Funds
12.02%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.86%
New
125
Increased
274
Reduced
235
Closed
71
Calls
$15.3M
Puts
$1.19M
Net Calls
+$14.1M
Net Calls Change
-$17.6M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$141M
2
Bank of America
Bank of America
North Carolina
+$135M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$98.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$71.3M
5
Truist Financial
Truist Financial
North Carolina
+$61M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$362M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$348M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$120M
4
LPL Financial
LPL Financial
California
-$91.2M
5
Morgan Stanley
Morgan Stanley
New York
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
351
Sound View Wealth Advisors Group
Georgia
$1.01M +$450K +4,409 +81%
Brown Advisory
352
Brown Advisory
Maryland
$999K +$192K +1,839 +24%
BF
353
BOK Financial
Oklahoma
$996K +$577K +5,540 +138%
Northern Trust
354
Northern Trust
Illinois
$984K +$364K +3,493 +59%
AWM
355
Axxcess Wealth Management
California
$980K -$914K -8,764 -48%
FCA
356
FinTrust Capital Advisors
South Carolina
$964K +$24.9K +239 +3%
NB
357
NBT Bank
New York
$954K +$46.9K +450 +5%
VAS
358
Vestmark Advisory Solutions
Massachusetts
$942K -$228K -2,189 -19%
GWM
359
Geneos Wealth Management
Colorado
$941K +$95.4K +915 +11%
BIA
360
Biondo Investment Advisors
Pennsylvania
$938K -$10.9K -105 -1%
BBP
361
Banco BTG Pactual
Brazil
$920K +$425K +4,081 +86%
AWA
362
Amplius Wealth Advisors
Pennsylvania
$912K – – –
AIC
363
Archer Investment Corporation
Indiana
$911K +$3.13K +30 +0.3%
TCM
364
True Capital Management
California
$911K +$911K +8,738 New
SWM
365
Spire Wealth Management
Virginia
$897K +$72K +691 +9%
SS
366
Sunbelt Securities
Texas
$892K +$19.1K +183 +2%
HI
367
Harbour Investments
Wisconsin
$886K -$754K -7,232 -46%
WP
368
WealthSpring Partners
California
$878K +$102K +978 +13%
NRC
369
New Republic Capital
North Carolina
$875K +$875K +8,390 New
KA
370
Kovack Advisors
Florida
$873K -$39.9K -383 -4%
CFO
371
CVA Family Office
Colorado
$864K – – –
CAWM
372
Capital Advisors Wealth Management
Washington
$858K +$244K +2,341 +40%
PFS
373
Prospera Financial Services
Texas
$856K +$184K +1,762 +27%
TC
374
Tacita Capital
Ontario, Canada
$852K +$74.6K +715 +10%
MGIA
375
Moneta Group Investment Advisors
Missouri
$843K +$843K +8,002 New
13 14
15
16 17