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HDV
iShares Core High Dividend ETF
711 hedge funds and large institutions have $4.68B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 227 increasing their positions, 275 reducing their positions, and 49 closing their positions.
New
Increased
Maintained
Reduced
Closed
482% more call options, than puts
Call options by funds: $12.1M | Put options by funds: $2.08M
8% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 49
1% less funds holding
Funds holding: 715 → 711 (-4)
6% less capital invested
Capital invested by funds: $4.98B → $4.68B (-$297M)
7.93% less ownership
Funds ownership: 233.46% → 225.54% (-7.9%)
12% less funds holding in top 10
Funds holding in top 10: 43 → 38 (-5)
17% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 275
Holders
711
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
11.16%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.6%
New
53
Increased
227
Reduced
275
Closed
49
Calls
$12.1M
Puts
$2.08M
Net Calls
+$10M
Net Calls Change
-$43.3M
Top Buyers
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$112M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$32.7M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$23.5M |
| 4 |
Jane Street
New York
|
+$18.2M |
| 5 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$15.4M |
Top Sellers
| 1 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$149M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$112M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$53M |
| 4 |
SR
Swiss Re
Zurich,
Switzerland
|
-$33.3M |
| 5 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$32.1M |
