HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

698 hedge funds and large institutions have $4.36B invested in iShares Core High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 232 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
-11
Holders Change %
-1.55%
% of All Funds
10.15%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.31%
New
48
Increased
232
Reduced
258
Closed
49
Calls
$97.6M
Puts
$250K
Net Calls
+$97.3M
Net Calls Change
-$2.96M

Top Buyers

1
LPL Financial
LPL Financial
California
+$12.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.36M
4
BWA
Beam Wealth Advisors
Louisiana
+$7.08M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.78M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.8M
2
WAM
WNY Asset Management
New York
-$16.8M
3
Truist Financial
Truist Financial
North Carolina
-$16.3M
4
Wells Fargo
Wells Fargo
California
-$13.5M
5
Osaic Holdings
Osaic Holdings
Arizona
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AM
451
Atwater Malick
Pennsylvania
$348K – – –
HW
452
Hancock Whitney
Mississippi
$348K +$348K +3,200 New
WTA
453
Washington Trust Advisors
Massachusetts
$346K – – –
JWA
454
JFS Wealth Advisors
Pennsylvania
$343K -$5.22K -48 -1%
T
455
TNF
Montana
$342K -$17.4K -155 -5%
CHA
456
Carmichael Hill & Associates
Maryland
$339K +$435 +4 +0.1%
KFP
457
KMG Fiduciary Partners
Ohio
$339K +$1.3K +12 +0.4%
Bank of Nova Scotia
458
Bank of Nova Scotia
Ontario, Canada
$339K +$104K +960 +45%
SIC
459
Sigma Investment Counselors
Michigan
$337K – – –
NEPWA
460
New England Private Wealth Advisors
Massachusetts
$335K – – –
HI
461
Human Investing
Oregon
$332K +$1.09K +10 +0.3%
CNBTD
462
Citizens National Bank Trust Department
Mississippi
$329K – – –
FCT
463
Family Capital Trust
Massachusetts
$326K – – –
NHC
464
Nicholas Hoffman & Company
Georgia
$324K +$1.41K +13 +0.4%
WP
465
WealthShield Partners
North Carolina
$321K +$11.3K +104 +4%
BC
466
Barrett & Company
Rhode Island
$321K +$1.41K +13 +0.4%
MIC
467
Means Investment Company
Maine
$319K +$2.72K +25 +0.9%
MPW
468
Monterey Private Wealth
California
$319K +$544 +5 +0.2%
CA
469
Continuum Advisory
Idaho
$318K +$26.6K +245 +9%
AWAG
470
ARS Wealth Advisors Group
Florida
$316K -$114K -1,046 -26%
DJYG
471
David J. Yvars Group
Florida
$316K +$1.63K +15 +0.5%
GWP
472
Gen-Wealth Partners
Michigan
$316K – – –
BJL
473
Brighton Jones LLC
Washington
$314K +$314K +2,886 New
HWA
474
HCR Wealth Advisors
California
$314K – – –
Millennium Management
475
Millennium Management
New York
$312K +$312K +2,872 New
17 18
19
20 21