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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
VWA
426
Visionary Wealth Advisors
Illinois
$318K +$5.08K +245 +2%
SXL
427
Summit X LLC
Missouri
$317K -$23.2K -1,120 -7%
Nomura Asset Management
428
Nomura Asset Management
Japan
$315K +$306K +14,740 New
Citadel Advisors
429
Citadel Advisors
Florida
$312K -$182K -8,770 -38%
MPW
430
Monterey Private Wealth
California
$312K
PP
431
PDS Planning
Ohio
$311K +$1.35K +65 +0.4%
SBIA
432
Sheaff Brock Investment Advisors
Indiana
$308K +$299K +14,405 New
WA
433
Wealthstar Advisors
Texas
$307K -$8.71M -419,585 -97%
FBB
434
Fulton Breakefield Broenniman
Maryland
$307K
CWM
435
Centric Wealth Management
Illinois
$306K
T
436
TNF
Montana
$305K
JGIA
437
Jackson Grant Investment Advisers
Connecticut
$304K +$1.87K +90 +0.6%
US Bancorp
438
US Bancorp
Minnesota
$304K +$10.6K +510 +4%
SWA
439
Stratos Wealth Advisors
Ohio
$303K +$15.9K +765 +6%
HAS
440
HBW Advisory Services
California
$301K -$84.9K -4,090 -22%
HZ
441
Hixon Zuercher
Ohio
$301K +$4.57K +220 +2%
FIM
442
Fernwood Investment Management
Massachusetts
$299K +$10.4K +500 +4%
BFA
443
Beacon Financial Advisory
Ohio
$292K
CA
444
CoreCap Advisors
Michigan
$290K +$253K +12,185 +893%
PWMAG
445
Pinnacle Wealth Management Advisory Group
New Jersey
$289K -$36.3K -1,750 -11%
FFA
446
Freedman Financial Associates
Massachusetts
$285K
PPP
447
Private Portfolio Partners
New Jersey
$281K -$2.8K -135 -1%
ARC
448
Advisor Resource Council
Texas
$280K +$4.15K +200 +2%
CIA
449
Compass Ion Advisors
Pennsylvania
$271K +$263K +12,680 New
WSTAM
450
Wilbanks Smith & Thomas Asset Management
Virginia
$267K -$10.1K -485 -4%

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.