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HDV

iShares Core High Dividend ETF
HDV

713 hedge funds and large institutions have $4.58B invested in iShares Core High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 241 increasing their positions, 279 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,321% more call options, than puts

Call options by funds: $103M | Put options by funds: $3.02M

4% more funds holding in top 10

Funds holding in top 10: 26 → 27 (+1)

6% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 53

3% less capital invested

Capital invested by funds: $4.73B → $4.58B (-$153M)

1% less funds holding

Funds holding: 721 → 713 (-8)

12.14% less ownership

Funds ownership: 230.85% → 218.71% (-12%)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 279

Holders
713
Holders Change
-8
Holders Change %
-1.11%
% of All Funds
10.27%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.39%
New
56
Increased
241
Reduced
279
Closed
53
Calls
$103M
Puts
$3.02M
Net Calls
+$100M
Net Calls Change
+$47.9M

Top Buyers

Rank Fund Capital Flow
1
MYLI
Meiji Yasuda Life Insurance
Japan
+$52.1M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$27.4M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$21.4M
4
DC
Davenport & Co
Virginia
+$17.1M
5
LPL Financial
LPL Financial
California
+$16.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$304M
2
Wells Fargo
Wells Fargo
California
-$146M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$54M
4
M&T Bank
M&T Bank
New York
-$20.4M
5
MSCM
McElhenny Sheffield Capital Management
Texas
-$16.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$30.3M -$257K -12,215 -0.9%
CH
27
CVS Health
Rhode Island
$30.1M – – –
RJA
28
Raymond James & Associates
Florida
$29.8M -$1.34M -63,705 -5%
RW
29
Regimen Wealth
Georgia
$28.8M +$882K +41,965 +3%
AllianceBernstein
30
AllianceBernstein
Tennessee
$27.6M +$2.17M +103,065 +9%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$27.2M +$969K +46,100 +4%
WBG
32
Wharton Business Group
Pennsylvania
$25.6M +$3.67M +174,575 +18%
AWS
33
Atria Wealth Solutions
New York
$24.4M -$412K -19,620 -2%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$23M -$541K -25,750 -2%
Comerica Bank
35
Comerica Bank
Texas
$22.9M -$527K -25,050 -2%
Creative Planning
36
Creative Planning
Kansas
$22.7M -$172K -8,205 -0.8%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$22.7M +$21.4M +1,020,270 +9,717%
CAN
38
Cetera Advisor Networks
California
$22.1M -$351K -16,710 -2%
WA
39
Waverly Advisors
Alabama
$21.1M +$1.36M +64,460 +7%
SB
40
Simmons Bank
Arkansas
$20.4M +$1.6M +76,055 +9%
DC
41
Davenport & Co
Virginia
$18.3M +$17.1M +811,280 +4,833%
GWM
42
GDS Wealth Management
Texas
$18.2M -$3.18M -151,045 -15%
HCP
43
Holt Capital Partners
Texas
$17.8M -$200K -9,500 -1%
Stifel Financial
44
Stifel Financial
Missouri
$17.3M -$4.75M -225,935 -22%
WAM
45
WNY Asset Management
New York
$17.2M +$212K +10,105 +1%
VCS
46
Vaughan & Co Securities
New Jersey
$17.1M +$489K +23,260 +3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$15.6M +$887K +42,175 +6%
KBFS
48
Kohmann Bosshard Financial Services
Ohio
$15.5M +$94.5K +4,495 +0.6%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$15.4M -$244K -11,615 -2%
SM
50
Sweeney & Michel
California
$15.2M +$14.4M +684,745 New
1
2
3 4 5

HDV Hedge Fund Activity: Q1 2024 in Review

713 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2024, worth a combined $4.58B — down 3.2% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new HDV positions and 53 closed out — a net gain of 3 holders — while 241 added to existing stakes and 279 trimmed.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $52.1M. The largest seller was Morgan Stanley, cutting an estimated $304M.

  • 713 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2024, down from 721 in Q4 2023.
  • Funds reported $4.58B of iShares Core High Dividend ETF stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 56 funds opened new iShares Core High Dividend ETF positions in Q1 2024 and 53 closed out, a net change of +3 holders.
  • The largest iShares Core High Dividend ETF buyer in Q1 2024 was Meiji Yasuda Life Insurance, an estimated $52.1M added.
  • The largest iShares Core High Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $304M sold.

Based on aggregated 13F filings for Q1 2024.