HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

608 hedge funds and large institutions have $3.61B invested in iShares Core High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 253 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+30
Holders Change %
+5.19%
% of All Funds
9.62%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
74
Increased
253
Reduced
155
Closed
35
Calls
$80.1M
Puts
$354K
Net Calls
+$79.7M
Net Calls Change
+$15.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$385M
2
AWM
2
AE Wealth Management
Kansas
$93.9M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$57.1M
4
MYLI
4
Meiji Yasuda Life Insurance
Japan
$50.8M
5
SCA
5
Stuart Chaussee & Associates
California
$26M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$8.74M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.4M
3
WA
3
Wealthstar Advisors
Texas
$307K
4
KFP
4
Keystone Financial Planning
Ohio
$3.77M
5
SAM
5
Securian Asset Management
Minnesota
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$27.2M -$623K -5,825 -2%
SB
27
Simmons Bank
Arkansas
$26.2M -$795K -7,433 -3%
SCA
28
Stuart Chaussee & Associates
California
$26M +$26M +243,504 New
RJA
29
Raymond James & Associates
Florida
$25.1M +$3.07M +28,715 +14%
MML Investors Services
30
MML Investors Services
Massachusetts
$23.4M +$4.25M +39,738 +22%
Charles Schwab
31
Charles Schwab
California
$23.2M +$23.2M +216,640 New
CAN
32
Cetera Advisor Networks
California
$23M +$17.6M +164,582 +324%
SFG
33
SNS Financial Group
Minnesota
$22.2M +$609K +5,699 +3%
Two Sigma Investments
34
Two Sigma Investments
New York
$21.2M +$3.16M +29,600 +18%
BWM
35
BT Wealth Management
Georgia
$21.1M +$1.85M +17,331 +10%
AWS
36
Atria Wealth Solutions
New York
$20.4M +$20.4M +190,730 New
TWM
37
Titus Wealth Management
California
$20.3M +$624K +5,833 +3%
AAS
38
Avantax Advisory Services
Texas
$18.5M +$4.32M +40,443 +31%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$18.1M +$18.1M +168,941 New
HCP
40
Holt Capital Partners
Texas
$17.2M -$360K -3,365 -2%
BCI
41
Brinker Capital Investments
Pennsylvania
$16.5M +$12.1M +113,574 +279%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$16.1M +$309K +2,892 +2%
Comerica Bank
43
Comerica Bank
Texas
$15.3M +$1.03M +9,386 +7%
VCS
44
Vaughan & Co Securities
New Jersey
$15.3M -$1.04M -9,745 -6%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$15.1M -$983K -9,200 -6%
HWM
46
HB Wealth Management
Georgia
$14.8M +$959K +8,976 +7%
FA
47
Forefront Analytics
Pennsylvania
$14.4M +$837K +7,831 +6%
HCM
48
Hengehold Capital Management
Ohio
$14.3M +$14.3M +133,948 New
WBG
49
Wharton Business Group
Pennsylvania
$14.1M -$254K -2,380 -2%
GWM
50
GDS Wealth Management
Texas
$13.6M +$782K +7,231 +6%
1
2
3 4 5