HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

728 hedge funds and large institutions have $5.5B invested in iShares Core High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 271 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
10.53%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
81
Increased
271
Reduced
216
Closed
45
Calls
$96.7M
Puts
$6.59M
Net Calls
+$90.1M
Net Calls Change
-$7.22M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$326M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$128M
3
BCI
Brinker Capital Investments
Pennsylvania
+$44.5M
4
OPS
Orion Portfolio Solutions
Nebraska
+$44.5M
5
LPL Financial
LPL Financial
California
+$31.6M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$44.2M
2
GWM
GDS Wealth Management
Texas
-$19.7M
3
Bank of America
Bank of America
North Carolina
-$7.19M
4
PWA
Phoenix Wealth Advisors
North Carolina
-$6.99M
5
Truist Financial
Truist Financial
North Carolina
-$6.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
401
Sovereign Financial Group
Connecticut
$535K – – –
OA
402
Operose Advisors
Wisconsin
$533K +$16.1K +137 +3%
BPA
403
Beacon Pointe Advisors
California
$524K -$74.7K -635 -12%
AQR Capital Management
404
AQR Capital Management
Connecticut
$523K +$523K +4,444 New
CA
405
CGN Advisors
Kansas
$516K – – –
VC
406
Vicus Capital
Pennsylvania
$514K +$110K +939 +27%
OC
407
Oppenheimer & Co
New York
$509K +$47.5K +404 +10%
FNWM
408
Financial Network Wealth Management
Utah
$508K – – –
CCM
409
Coldstream Capital Management
Washington
$505K +$77.3K +657 +18%
MCCP
410
Mission Creek Capital Partners
California
$500K -$823 -7 -0.2%
MA
411
MCF Advisors
Kentucky
$498K -$1.18K -10 -0.2%
CA
412
Continuum Advisory
Idaho
$494K +$149K +1,259 +43%
PSF
413
Pacific Sun Financial
California
$492K – – –
USCWA
414
U.S. Capital Wealth Advisors
Texas
$490K +$103K +878 +27%
SFG
415
SNS Financial Group
Minnesota
$485K -$17.6K -150 -4%
EFM
416
Eley Financial Management
Vermont
$485K -$4.82K -41 -1%
QCM
417
Quantinno Capital Management
New York
$482K -$14.8K -126 -3%
TW
418
TrinityPoint Wealth
Connecticut
$481K +$470 +4 +0.1%
ES
419
Eagle Strategies
New York
$481K +$2.71K +23 +0.6%
TPI
420
Trust Point Inc
Wisconsin
$478K – – –
SWRP
421
Summit Wealth & Retirement Planning
California
$476K +$17.3K +147 +4%
ICP
422
Interchange Capital Partners
Pennsylvania
$472K – – –
FSA
423
Fort Sheridan Advisors
Illinois
$471K +$2.82K +24 +0.6%
MM
424
Meridian Management
Arkansas
$470K – – –
FTWA
425
Fifth Third Wealth Advisors
Ohio
$469K +$469K +3,990 New
15 16
17
18 19