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HDV

iShares Core High Dividend ETF
HDV

772 hedge funds and large institutions have $4.87B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 243 increasing their positions, 266 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $1.38M

106% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 54

5% more funds holding

Funds holding: 733 → 772 (+39)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

9% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 266

12% less capital invested

Capital invested by funds: $5.52B → $4.87B (-$646M)

17.19% less ownership

Funds ownership: 239.3% → 222.11% (-17%)

Holders
772
Holders Change
+39
Holders Change %
+5.32%
% of All Funds
10.17%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
111
Increased
243
Reduced
266
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$104M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$29.7M
3
CA
CSM Advisors
Pennsylvania
+$27.1M
4
LPL Financial
LPL Financial
California
+$16.9M
5
Bank of America
Bank of America
North Carolina
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$328M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$128M
3
BCI
Brinker Capital Investments
Pennsylvania
-$45.1M
4
OPS
Orion Portfolio Solutions
Nebraska
-$45.1M
5
IAIM
International Assets Investment Management
Florida
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
351
Phoenix Wealth Advisors
North Carolina
$720K +$490K +20,870 +187%
IWA
352
Inspirion Wealth Advisors
Illinois
$712K – – –
MA
353
MCF Advisors
Kentucky
$711K +$247K +10,500 +50%
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$710K -$47.8K -2,035 -6%
LIM
355
Leavell Investment Management
Alabama
$710K -$5.87K -250 -0.8%
IAN
356
Integrated Advisors Network
Texas
$700K -$25.5K -1,085 -3%
Deutsche Bank
357
Deutsche Bank
Germany
$694K -$226K -9,615 -24%
CP
358
Cornerstone Planning
North Carolina
$693K +$725K +30,870 New
SC
359
SouthState Corp
Florida
$691K -$4.11K -175 -0.6%
BF
360
Baring Financial
Washington
$688K +$720K +30,635 New
JCM
361
Jacobi Capital Management
Pennsylvania
$687K -$32.2K -1,370 -4%
Jane Street
362
Jane Street
New York
$681K +$712K +30,310 New
AFG
363
Albion Financial Group
Utah
$679K +$59.8K +2,545 +9%
AWM
364
Axxcess Wealth Management
California
$676K -$1.39M -59,285 -66%
Northern Trust
365
Northern Trust
Illinois
$675K -$14.8K -630 -2%
First Manhattan
366
First Manhattan
New York
$674K – – –
CA
367
Clearstead Advisors
Ohio
$662K -$40.5K -1,725 -6%
BDF
368
Black Diamond Financial
Maryland
$658K – – –
LWM
369
LongView Wealth Management
Georgia
$657K -$33.5K -1,425 -5%
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
$650K -$15.3K -650 -2%
CD
371
Chapin Davis
Maryland
$645K – – –
IPAM
372
Investment Partners Asset Management
New Jersey
$637K +$17.2K +730 +3%
PWP
373
Pursue Wealth Partners
California
$636K – – –
SWM
374
Sugarloaf Wealth Management
Georgia
$633K – – –
MCC
375
Money Concepts Capital
Florida
$623K +$34K +1,445 +5%
13 14
15
16 17

HDV Hedge Fund Activity: Q4 2024 in Review

772 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2024, worth a combined $4.87B — down 12% from $5.52B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new HDV positions and 54 closed out — a net gain of 57 holders — while 243 added to existing stakes and 266 trimmed.

The largest buyer was Wells Fargo, adding an estimated $104M. The largest seller was Envestnet Asset Management, cutting an estimated $328M.

  • 772 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2024, up from 733 in Q3 2024.
  • Funds reported $4.87B of iShares Core High Dividend ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 111 funds opened new iShares Core High Dividend ETF positions in Q4 2024 and 54 closed out, a net change of +57 holders.
  • The largest iShares Core High Dividend ETF buyer in Q4 2024 was Wells Fargo, an estimated $104M added.
  • The largest iShares Core High Dividend ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $328M sold.

Based on aggregated 13F filings for Q4 2024.