HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

698 hedge funds and large institutions have $4.36B invested in iShares Core High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 232 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
-11
Holders Change %
-1.55%
% of All Funds
10.15%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.31%
New
48
Increased
232
Reduced
258
Closed
49
Calls
$97.6M
Puts
$250K
Net Calls
+$97.3M
Net Calls Change
-$2.96M

Top Buyers

1
LPL Financial
LPL Financial
California
+$12.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.36M
4
BWA
Beam Wealth Advisors
Louisiana
+$7.08M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.78M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.8M
2
WAM
WNY Asset Management
New York
-$16.8M
3
Truist Financial
Truist Financial
North Carolina
-$16.3M
4
Wells Fargo
Wells Fargo
California
-$13.5M
5
Osaic Holdings
Osaic Holdings
Arizona
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
351
LGL Partners
Pennsylvania
$597K +$109 +1 +0%
CD
352
Chapin Davis
Maryland
$596K – – –
TA
353
Tectonic Advisors
Texas
$594K -$2.39K -22 -0.4%
SWM
354
Spire Wealth Management
Virginia
$594K -$4.57K -42 -0.8%
SWA
355
Stratos Wealth Advisors
Ohio
$585K -$49.2K -453 -8%
PVAMC
356
PPS&V Asset Management Consultants
Michigan
$578K – – –
Lazard Asset Management
357
Lazard Asset Management
New York
$576K -$494K -4,541 -46%
VFPW
358
Vantage Financial Partners (Wisconsin)
Wisconsin
$569K -$1.3K -12 -0.2%
CKAIS
359
Christensen King & Associates Investment Services
Washington
$564K +$2.17K +20 +0.4%
GWM
360
Gray Wealth Management
Maine
$564K -$11.4K -105 -2%
Fiera Capital (Canada)
361
Fiera Capital (Canada)
Quebec, Canada
$563K -$66.2K -609 -11%
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$563K +$107K +985 +23%
SC
363
Savant Capital
Illinois
$562K -$8.48K -78 -1%
AFG
364
Albion Financial Group
Utah
$561K +$40.2K +370 +8%
IC
365
Inscription Capital
Texas
$556K -$70.5K -649 -11%
DWM
366
Destination Wealth Management
California
$556K -$34.8K -320 -6%
BPA
367
Beacon Pointe Advisors
California
$553K -$96K -883 -15%
ZF
368
Zega Financial
Florida
$553K +$5K +46 +0.9%
CWM
369
Calamos Wealth Management
Illinois
$544K +$58.4K +537 +12%
Nomura Asset Management
370
Nomura Asset Management
Japan
$542K – – –
MCM
371
MAI Capital Management
Ohio
$541K -$159K -1,464 -23%
MWM
372
Merriman Wealth Management
Washington
$537K -$27.8K -256 -5%
BWM
373
BCS Wealth Management
Tennessee
$536K – – –
KPWS
374
Kestra Private Wealth Services
Texas
$535K +$217 +2 +0%
NP
375
NorthRock Partners
Minnesota
$518K -$47.4K -436 -8%
13 14
15
16 17