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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
GI
401
Gradient Investments
Minnesota
$374K
CAM
402
Covenant Asset Management
New Jersey
$372K -$22.8K -1,100 -6%
KPWS
403
Kestra Private Wealth Services
Texas
$369K -$19.6K -945 -5%
WP
404
WealthSource Partners
California
$365K
FWM
405
Frontier Wealth Management
Missouri
$363K +$208 +10 +0.1%
HSA
406
HBK Sorce Advisory
Pennsylvania
$358K +$105K +5,070 +43%
BPA
407
Beacon Pointe Advisors
California
$357K +$347K +16,695 New
LFA
408
Legacy Financial Advisors
Kentucky
$357K +$347K +16,710 New
MWM
409
Maripau Wealth Management
Indiana
$353K +$341K +16,435 New
SAM
410
Smithbridge Asset Management
Pennsylvania
$351K
CPA
411
Cardiff Park Advisors
California
$345K
SMC
412
Smith, Moore & Co
Missouri
$345K +$415 +20 +0.1%
CIA
413
Capital Investment Advisors
Georgia
$345K +$519 +25 +0.2%
LSPW
414
Lake Street Private Wealth
Illinois
$343K
RF
415
Resolute Financial
Massachusetts
$343K +$934 +45 +0.3%
MCC
416
Money Concepts Capital
Florida
$342K +$294K +14,175 +772%
SCA
417
Snowden Capital Advisors
New York
$339K +$41.3K +1,990 +14%
DWM
418
Destination Wealth Management
California
$328K +$11.4K +550 +4%
SWA
419
Sutton Wealth Advisors
Florida
$327K -$30.2K -1,455 -9%
PFA
420
Pettinga Financial Advisors
Indiana
$326K -$140K -6,750 -31%
AM
421
Atwater Malick
Pennsylvania
$324K +$62K +2,985 +25%
FCT
422
Family Capital Trust
Massachusetts
$321K
SCM
423
SOL Capital Management
Maryland
$321K
WT
424
Whittier Trust
California
$320K +$72.6K +3,500 +30%
LWA
425
Lowe Wealth Advisors
Maryland
$318K -$3.84K -185 -1%

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.