iShares Core High Dividend ETF
711 hedge funds and large institutions have $4.68B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 227 increasing their positions, 275 reducing their positions, and 49 closing their positions.
482% more call options, than puts
Call options by funds: $12.1M | Put options by funds: $2.08M
8% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 49
1% less funds holding
Funds holding: 715 → 711 (-4)
6% less capital invested
Capital invested by funds: $4.98B → $4.68B (-$297M)
7.93% less ownership
Funds ownership: 233.46% → 225.54% (-7.9%)
12% less funds holding in top 10
Funds holding in top 10: 43 → 38 (-5)
17% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 275
Top Buyers
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$112M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$32.7M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$23.5M |
| 4 |
Jane Street
New York
|
+$18.2M |
| 5 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$15.4M |
Top Sellers
| 1 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$149M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$112M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$53M |
| 4 |
SR
Swiss Re
Zurich,
Switzerland
|
-$33.3M |
| 5 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$32.1M |
HDV Hedge Fund Activity: Q2 2023 in Review
711 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2023, worth a combined $4.68B — down 6% from $4.98B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new HDV positions and 49 closed out — a net gain of 4 holders — while 227 added to existing stakes and 275 trimmed.
The largest buyer was Houlihan Financial Resource Group, adding an estimated $112M. The largest seller was COWA LLC, cutting an estimated $149M.
- 711 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2023, down from 715 in Q1 2023.
- Funds reported $4.68B of iShares Core High Dividend ETF stock for Q2 2023, down 6% quarter-over-quarter.
- 53 funds opened new iShares Core High Dividend ETF positions in Q2 2023 and 49 closed out, a net change of +4 holders.
- The largest iShares Core High Dividend ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $112M added.
- The largest iShares Core High Dividend ETF seller in Q2 2023 was COWA LLC, an estimated $149M sold.
Based on aggregated 13F filings for Q2 2023.