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HDV

iShares Core High Dividend ETF
HDV

772 hedge funds and large institutions have $4.87B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 243 increasing their positions, 266 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $1.38M

106% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 54

5% more funds holding

Funds holding: 733 → 772 (+39)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

9% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 266

12% less capital invested

Capital invested by funds: $5.52B → $4.87B (-$646M)

17.19% less ownership

Funds ownership: 239.3% → 222.11% (-17%)

Holders
772
Holders Change
+39
Holders Change %
+5.32%
% of All Funds
10.17%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
111
Increased
243
Reduced
266
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$104M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$29.7M
3
CA
CSM Advisors
Pennsylvania
+$27.1M
4
LPL Financial
LPL Financial
California
+$16.9M
5
Bank of America
Bank of America
North Carolina
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$328M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$128M
3
BCI
Brinker Capital Investments
Pennsylvania
-$45.1M
4
OPS
Orion Portfolio Solutions
Nebraska
-$45.1M
5
IAIM
International Assets Investment Management
Florida
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
451
Atomi Financial Group
New York
$437K -$606K -25,805 -57%
TSS
452
Two Sigma Securities
New York
$434K +$454K +19,340 New
FLPIM
453
F.L. Putnam Investment Management
Massachusetts
$434K +$454K +19,320 New
TC
454
Trust Company
Kansas
$432K +$18.8K +800 +4%
ICP
455
Interchange Capital Partners
Pennsylvania
$427K -$24.1K -1,025 -5%
CCM
456
Coldstream Capital Management
Washington
$427K -$57.8K -2,460 -11%
HCM
457
Hengehold Capital Management
Ohio
$426K +$1.29K +55 +0.3%
NGA
458
Naples Global Advisors
Florida
$425K -$2.35K -100 -0.5%
MWP
459
Madison Wealth Partners
Wisconsin
$423K -$3.41K -145 -0.8%
ZIG
460
Zullo Investment Group
Pennsylvania
$421K – – –
EWM
461
Empirical Wealth Management
Washington
$421K -$93.8K -3,990 -18%
ET
462
Equitable Trust
Tennessee
$420K +$439K +18,690 New
QCM
463
Quantinno Capital Management
New York
$417K -$45.2K -1,925 -9%
SRWM
464
Shira Ridge Wealth Management
California
$417K -$258K -10,990 -37%
RSF
465
Rik Saylor Financial
Ohio
$408K +$427K +18,190 New
FCM
466
Firestone Capital Management
Florida
$404K – – –
AM
467
Atwater Malick
Pennsylvania
$403K +$36.8K +1,565 +10%
GWM
468
Geneos Wealth Management
Colorado
$401K -$991K -42,175 -70%
EA
469
Everpar Advisors
Oklahoma
$398K +$416K +17,705 New
ATPW
470
Ashton Thomas Private Wealth
Arizona
$397K +$415K +17,665 New
GP
471
Greenline Partners
New York
$392K – – –
AFO
472
Allie Family Office
Florida
$389K – – –
AOWM
473
Alpha Omega Wealth Management
Virginia
$386K -$9.16K -390 -2%
TVAMP
474
Tennessee Valley Asset Management Partners
Tennessee
$385K -$148K -6,290 -27%
CAL
475
Capital Analysts LLC
Pennsylvania
$384K – – –
17 18
19
20 21

HDV Hedge Fund Activity: Q4 2024 in Review

772 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2024, worth a combined $4.87B — down 12% from $5.52B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new HDV positions and 54 closed out — a net gain of 57 holders — while 243 added to existing stakes and 266 trimmed.

The largest buyer was Wells Fargo, adding an estimated $104M. The largest seller was Envestnet Asset Management, cutting an estimated $328M.

  • 772 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2024, up from 733 in Q3 2024.
  • Funds reported $4.87B of iShares Core High Dividend ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 111 funds opened new iShares Core High Dividend ETF positions in Q4 2024 and 54 closed out, a net change of +57 holders.
  • The largest iShares Core High Dividend ETF buyer in Q4 2024 was Wells Fargo, an estimated $104M added.
  • The largest iShares Core High Dividend ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $328M sold.

Based on aggregated 13F filings for Q4 2024.