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HDV

iShares Core High Dividend ETF
HDV

733 hedge funds and large institutions have $5.52B invested in iShares Core High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 273 increasing their positions, 218 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,368% more call options, than puts

Call options by funds: $96.7M | Put options by funds: $6.59M

84% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 44

26% more capital invested

Capital invested by funds: $4.37B → $5.52B (+$1.14B)

25% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 218

22.96% more ownership

Funds ownership: 216.34% → 239.3% (+23%)

4% more funds holding

Funds holding: 702 → 733 (+31)

5% less funds holding in top 10

Funds holding in top 10: 22 → 21 (-1)

Holders
733
Holders Change
+31
Holders Change %
+4.42%
% of All Funds
10.53%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
273
Reduced
218
Closed
44
Calls
$96.7M
Puts
$6.59M
Net Calls
+$90.1M
Net Calls Change
-$7.22M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$317M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$125M
3
BCI
Brinker Capital Investments
Pennsylvania
+$43.3M
4
OPS
Orion Portfolio Solutions
Nebraska
+$43.3M
5
IAIM
International Assets Investment Management
Florida
+$32M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$43.1M
2
GWM
GDS Wealth Management
Texas
-$19.1M
3
Bank of America
Bank of America
North Carolina
-$7M
4
PWA
Phoenix Wealth Advisors
North Carolina
-$6.8M
5
Truist Financial
Truist Financial
North Carolina
-$6.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
401
Abundance Wealth Counselors
Pennsylvania
$548K – – –
NP
402
NorthRock Partners
Minnesota
$545K -$14.5K -635 -3%
RIA
403
Richwood Investment Advisors
Ohio
$540K – – –
HWA
404
HCR Wealth Advisors
California
$539K +$195K +8,500 +59%
EWM
405
Empirical Wealth Management
Washington
$535K +$110K +4,805 +27%
SFG
406
Sovereign Financial Group
Connecticut
$535K – – –
OA
407
Operose Advisors
Wisconsin
$533K +$15.7K +685 +3%
BPA
408
Beacon Pointe Advisors
California
$524K -$72.7K -3,175 -12%
AQR Capital Management
409
AQR Capital Management
Connecticut
$523K +$509K +22,220 New
CA
410
CGN Advisors
Kansas
$516K – – –
VC
411
Vicus Capital
Pennsylvania
$514K +$107K +4,695 +27%
OC
412
Oppenheimer & Co
New York
$509K +$46.2K +2,020 +10%
FNWM
413
Financial Network Wealth Management
Utah
$508K – – –
CCM
414
Coldstream Capital Management
Washington
$505K +$75.2K +3,285 +18%
MCCP
415
Mission Creek Capital Partners
California
$500K -$801 -35 -0.2%
MA
416
MCF Advisors
Kentucky
$498K -$1.15K -50 -0.2%
CA
417
Continuum Advisory
Idaho
$494K +$144K +6,295 +43%
PSF
418
Pacific Sun Financial
California
$492K – – –
USCWA
419
U.S. Capital Wealth Advisors
Texas
$490K +$101K +4,390 +27%
SFG
420
SNS Financial Group
Minnesota
$485K -$17.2K -750 -4%
EFM
421
Eley Financial Management
Vermont
$485K -$4.69K -205 -1%
QCM
422
Quantinno Capital Management
New York
$482K -$14.4K -630 -3%
TW
423
TrinityPoint Wealth
Connecticut
$481K +$458 +20 +0.1%
ES
424
Eagle Strategies
New York
$481K +$2.63K +115 +0.6%
TPI
425
Trust Point Inc
Wisconsin
$478K – – –
15 16
17
18 19

HDV Hedge Fund Activity: Q3 2024 in Review

733 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2024, worth a combined $5.52B — up 26% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HDV positions and 44 closed out — a net gain of 37 holders — while 273 added to existing stakes and 218 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $317M. The largest seller was Strategic Financial Concepts, cutting an estimated $43.1M.

  • 733 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2024, up from 702 in Q2 2024.
  • Funds reported $5.52B of iShares Core High Dividend ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 81 funds opened new iShares Core High Dividend ETF positions in Q3 2024 and 44 closed out, a net change of +37 holders.
  • The largest iShares Core High Dividend ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $317M added.
  • The largest iShares Core High Dividend ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.