iShares Core High Dividend ETF
721 hedge funds and large institutions have $4.73B invested in iShares Core High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 217 increasing their positions, 292 reducing their positions, and 54 closing their positions.
2,918% more call options, than puts
Call options by funds: $54.2M | Put options by funds: $1.79M
57% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 54
8.47% more ownership
Funds ownership: 222.38% → 230.85% (+8.5%)
6% more capital invested
Capital invested by funds: $4.47B → $4.73B (+$260M)
3% more funds holding
Funds holding: 699 → 721 (+22)
26% less repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 292
26% less funds holding in top 10
Funds holding in top 10: 35 → 26 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$289M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$87M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$41.5M |
| 4 |
JP Morgan Chase
New York
|
+$33.4M |
| 5 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAM
Kensington Asset Management
Austin,
Texas
|
-$39.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$37.5M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
-$30.3M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$28.2M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$25.7M |
HDV Hedge Fund Activity: Q4 2023 in Review
721 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2023, worth a combined $4.73B — up 5.8% from $4.47B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new HDV positions and 54 closed out — a net gain of 31 holders — while 217 added to existing stakes and 292 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $289M. The largest seller was Kensington Asset Management, exiting entirely with an estimated $39.6M sold.
- 721 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2023, up from 699 in Q3 2023.
- Funds reported $4.73B of iShares Core High Dividend ETF stock for Q4 2023, up 5.8% quarter-over-quarter.
- 85 funds opened new iShares Core High Dividend ETF positions in Q4 2023 and 54 closed out, a net change of +31 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2023 was Morgan Stanley, an estimated $289M added.
- The largest iShares Core High Dividend ETF seller in Q4 2023 was Kensington Asset Management, an estimated $39.6M sold.
Based on aggregated 13F filings for Q4 2023.