We are live on ! Find out more
HDV

iShares Core High Dividend ETF
HDV

713 hedge funds and large institutions have $4.58B invested in iShares Core High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 241 increasing their positions, 279 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,321% more call options, than puts

Call options by funds: $103M | Put options by funds: $3.02M

4% more funds holding in top 10

Funds holding in top 10: 26 → 27 (+1)

6% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 53

3% less capital invested

Capital invested by funds: $4.73B → $4.58B (-$153M)

1% less funds holding

Funds holding: 721 → 713 (-8)

12.14% less ownership

Funds ownership: 230.85% → 218.71% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 279

Holders
713
Holders Change
-8
Holders Change %
-1.11%
% of All Funds
10.27%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.39%
New
56
Increased
241
Reduced
279
Closed
53
Calls
$103M
Puts
$3.02M
Net Calls
+$100M
Net Calls Change
+$47.9M

Top Buyers

Rank Fund Capital Flow
1
MYLI
Meiji Yasuda Life Insurance
Japan
+$52.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$27.4M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$21.4M
4
DC
Davenport & Co
Virginia
+$17.1M
5
LPL Financial
LPL Financial
California
+$16.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$304M
2
Wells Fargo
Wells Fargo
California
-$146M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$54M
4
M&T Bank
M&T Bank
New York
-$20.4M
5
MSCM
McElhenny Sheffield Capital Management
Texas
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
401
SNS Financial Group
Minnesota
$508K – – –
CWM
402
Calamos Wealth Management
Illinois
$492K +$48.7K +2,315 +12%
MOS
403
MGO One Seven
Ohio
$489K -$111K -5,270 -19%
KWA
404
Kingswood Wealth Advisors
California
$486K -$41.3K -1,965 -8%
PCIA
405
Prime Capital Investment Advisors
Kansas
$485K +$197K +9,355 +74%
Wolverine Trading
406
Wolverine Trading
Illinois
$483K +$460K +21,900 New
TVAMP
407
Tennessee Valley Asset Management Partners
Tennessee
$469K -$444K -21,100 -50%
MA
408
MCF Advisors
Kentucky
$468K – – –
ACM
409
Advisors Capital Management
New Jersey
$466K -$84.1K -4,000 -16%
PSF
410
Pacific Sun Financial
California
$465K -$10.5K -500 -2%
OA
411
Operose Advisors
Wisconsin
$463K +$3.36K +160 +0.8%
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$462K +$29.3K +1,395 +7%
EFM
413
Eley Financial Management
Vermont
$462K -$5.36K -255 -1%
GA
414
Greytown Advisors
Florida
$459K +$128K +6,075 +41%
CA
415
CGN Advisors
Kansas
$458K – – –
WA
416
Wealth Alliance
New York
$456K +$435K +20,710 New
TW
417
TrinityPoint Wealth
Connecticut
$450K -$18.2K -865 -4%
PWM
418
PBMares Wealth Management
Virginia
$449K +$2.1K +100 +0.5%
TPI
419
Trust Point Inc
Wisconsin
$448K – – –
HCM
420
Hengehold Capital Management
Ohio
$448K -$202K -9,630 -32%
NGA
421
Naples Global Advisors
Florida
$443K +$7.88K +375 +2%
MM
422
Meridian Management
Arkansas
$441K – – –
RBFC
423
Roman Butler Fullerton & Co
Missouri
$441K -$105K -4,975 -20%
DAS
424
Dynamic Advisor Solutions
Arizona
$439K +$315 +15 +0.1%
PWP
425
Perfromance Wealth Partners
Illinois
$439K -$55.7K -2,650 -12%
15 16
17
18 19

HDV Hedge Fund Activity: Q1 2024 in Review

713 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2024, worth a combined $4.58B — down 3.2% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HDV positions and 53 closed out — a net gain of 3 holders — while 241 added to existing stakes and 279 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $52.1M. The largest seller was Morgan Stanley, cutting an estimated $304M.

  • 713 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2024, down from 721 in Q4 2023.
  • Funds reported $4.58B of iShares Core High Dividend ETF stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 56 funds opened new iShares Core High Dividend ETF positions in Q1 2024 and 53 closed out, a net change of +3 holders.
  • The largest iShares Core High Dividend ETF buyer in Q1 2024 was Meiji Yasuda Life Insurance, an estimated $52.1M added.
  • The largest iShares Core High Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $304M sold.

Based on aggregated 13F filings for Q1 2024.