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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
Creative Planning
26
Creative Planning
Kansas
$27.2M -$605K -29,125 -2%
SB
27
Simmons Bank
Arkansas
$26.2M -$771K -37,165 -3%
SCA
28
Stuart Chaussee & Associates
California
$26M +$25.3M +1,217,520 New
RJA
29
Raymond James & Associates
Florida
$25.1M +$2.98M +143,575 +14%
MML Investors Services
30
MML Investors Services
Massachusetts
$23.4M +$4.12M +198,690 +22%
Charles Schwab
31
Charles Schwab
California
$23.2M +$22.5M +1,083,200 New
CAN
32
Cetera Advisor Networks
California
$23M +$17.1M +822,910 +324%
SFG
33
SNS Financial Group
Minnesota
$22.2M +$591K +28,495 +3%
Two Sigma Investments
34
Two Sigma Investments
New York
$21.2M +$3.07M +148,000 +18%
BWM
35
BT Wealth Management
Georgia
$21.1M +$1.8M +86,655 +10%
AWS
36
Atria Wealth Solutions
New York
$20.4M +$19.8M +953,650 New
TWM
37
Titus Wealth Management
California
$20.3M +$605K +29,165 +3%
AAS
38
Avantax Advisory Services
Texas
$18.5M +$4.2M +202,215 +31%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$18.1M +$17.5M +844,705 New
HCP
40
Holt Capital Partners
Texas
$17.2M -$349K -16,825 -2%
BCI
41
Brinker Capital Investments
Pennsylvania
$16.5M +$11.8M +567,870 +279%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$16.1M +$300K +14,460 +2%
Comerica Bank
43
Comerica Bank
Texas
$15.3M +$974K +46,930 +7%
VCS
44
Vaughan & Co Securities
New Jersey
$15.3M -$1.01M -48,725 -6%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$15.1M -$955K -46,000 -6%
HWM
46
HB Wealth Management
Georgia
$14.8M +$932K +44,880 +7%
FA
47
Forefront Analytics
Pennsylvania
$14.4M +$813K +39,155 +6%
HCM
48
Hengehold Capital Management
Ohio
$14.3M +$13.9M +669,740 New
WBG
49
Wharton Business Group
Pennsylvania
$14.1M -$247K -11,900 -2%
GWM
50
GDS Wealth Management
Texas
$13.6M +$750K +36,155 +6%

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.