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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
TPWM
451
Twelve Points Wealth Management
Massachusetts
$266K -$14K -675 -5%
PWM
452
PBMares Wealth Management
Virginia
$265K
FCFC
453
First Citizens Financial Corp
Iowa
$260K -$77.6K -3,740 -24%
SSWM
454
Smith Salley Wealth Management
North Carolina
$260K +$11.3K +545 +5%
ZB
455
Zions Bancorporation
Utah
$259K -$518K -24,975 -67%
CS
456
Credit Suisse
Switzerland
$259K +$251K +12,115 New
B
457
Bensler
Washington
$258K +$250K +12,045 New
CAM
458
Carret Asset Management
New York
$257K -$10.4K -500 -4%
NRW
459
Nova R Wealth
Kansas
$257K
OWA
460
Octavia Wealth Advisors
Ohio
$256K +$12.5K +600 +5%
NHC
461
Nicholas Hoffman & Company
Georgia
$255K +$934 +45 +0.4%
RTS
462
Round Table Services
New Jersey
$253K
SIAM
463
Sterling Investment Advisors (Missouri)
Missouri
$253K
PGFC
464
Peapack-Gladstone Financial Corp
New Jersey
$253K +$245K +11,825 New
WCM
465
WealthBridge Capital Management
Ohio
$250K +$519 +25 +0.2%
PA
466
PSI Advisors
Florida
$249K +$51.2K +2,465 +27%
TVAMP
467
Tennessee Valley Asset Management Partners
Tennessee
$248K +$104 +5 +0%
RMCM
468
Reynders McVeigh Capital Management
Massachusetts
$246K
CA
469
CGN Advisors
Kansas
$244K -$6.23K -300 -3%
AL
470
Aspiriant LLC
California
$244K +$934 +45 +0.4%
AWE
471
Avidian Wealth Enterprises
Texas
$241K +$104 +5 +0%
UCMOK
472
United Capital Management of KS
Kansas
$241K +$7.16K +345 +3%
WCA
473
Waypoint Capital Advisors
Minnesota
$239K
CHA
474
Carmichael Hill & Associates
Maryland
$238K +$311 +15 +0.1%
FCI
475
Financial Counselors Inc
Kansas
$237K

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.