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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
BF
376
BOK Financial
Oklahoma
$430K -$6.43K -310 -2%
AIM
377
Anchor Investment Management
South Carolina
$430K +$47K +2,265 +13%
MM
378
Meridian Management
Arkansas
$428K
IGWM
379
ICA Group Wealth Management
Colorado
$428K +$410K +19,755 New
TC
380
Trust Company
Kansas
$427K
DAS
381
Dynamic Advisor Solutions
Arizona
$418K +$177K +8,530 +77%
DJYG
382
David J. Yvars Group
Florida
$416K +$311 +15 +0.1%
CWG
383
Crown Wealth Group
North Carolina
$415K +$403K +19,400 New
SIA
384
Soltis Investment Advisors
Utah
$414K -$17.4K -840 -4%
CSIA
385
Carl Stuart Investment Advisor
Texas
$412K +$40K +1,925 New
BRWM
386
B. Riley Wealth Management
Tennessee
$407K +$88K +4,240 +29%
TDC
387
Thompson Davis & Co
Virginia
$403K -$16.6K -800 -4%
MWM
388
Merriman Wealth Management
Washington
$403K
TW
389
TrinityPoint Wealth
Connecticut
$400K +$31.4K +1,515 +9%
WP
390
WealthShield Partners
North Carolina
$399K +$132K +6,380 +52%
WP
391
Wealthspan Partners
Iowa
$397K -$28.1K -1,355 -7%
MWM
392
Modera Wealth Management
New Jersey
$397K
ZIG
393
Zullo Investment Group
Pennsylvania
$395K
MW
394
Marcum Wealth
Ohio
$390K +$934 +45 +0.2%
RFA
395
Resurgent Financial Advisors
Georgia
$387K +$376K +18,115 New
MIC
396
Means Investment Company
Maine
$386K +$2.49K +120 +0.7%
FCM
397
Firestone Capital Management
Florida
$385K
WA
398
WBH Advisory
Maryland
$383K -$12.3K -595 -3%
CCM
399
Coldstream Capital Management
Washington
$382K
ACK
400
Andrew C. Karlinski
$381K

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.