HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

698 hedge funds and large institutions have $4.36B invested in iShares Core High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 232 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
-11
Holders Change %
-1.55%
% of All Funds
10.15%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.31%
New
48
Increased
232
Reduced
258
Closed
49
Calls
$97.6M
Puts
$250K
Net Calls
+$97.3M
Net Calls Change
-$2.96M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$214M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$61.2M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$17.1M
4
BWA
4
Beam Wealth Advisors
Louisiana
$21.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$17.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$133M
2
WAM
2
WNY Asset Management
New York
$227K
3
Truist Financial
3
Truist Financial
North Carolina
$70.7M
4
Wells Fargo
4
Wells Fargo
California
$129M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$29.5M -$408K -3,757 -1%
RW
27
Regimen Wealth
Georgia
$28.6M +$171K +1,570 +0.6%
RJA
28
Raymond James & Associates
Florida
$28.5M -$908K -8,349 -3%
AllianceBernstein
29
AllianceBernstein
Tennessee
$28.4M +$1.2M +10,996 +4%
Osaic Holdings
30
Osaic Holdings
Arizona
$28.2M -$11.7M -107,547 -29%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$26.8M -$14.3K -132 -0.1%
AWS
32
Atria Wealth Solutions
New York
$24.5M +$388K +3,566 +2%
WBG
33
Wharton Business Group
Pennsylvania
$24.1M -$1.19M -10,965 -5%
Creative Planning
34
Creative Planning
Kansas
$22.7M +$292K +2,688 +1%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$22.2M -$489K -4,498 -2%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$21.4M -$1.03M -9,473 -5%
BWA
37
Beam Wealth Advisors
Louisiana
$21.2M +$7.08M +65,110 +50%
Comerica Bank
38
Comerica Bank
Texas
$20.9M -$1.67M -15,329 -7%
SB
39
Simmons Bank
Arkansas
$20.3M +$158K +1,451 +0.8%
WA
40
Waverly Advisors
Alabama
$19.9M -$898K -8,257 -4%
DC
41
Davenport & Co
Virginia
$19.4M +$1.39M +12,759 +8%
GWM
42
GDS Wealth Management
Texas
$18.8M +$805K +7,403 +4%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$17.6M +$5.78M +53,461 +49%
KAS
44
Kestra Advisory Services
Texas
$17.2M +$4.17M +38,317 +32%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$17.1M +$7.36M +67,699 +75%
VCS
46
Vaughan & Co Securities
New Jersey
$17.1M +$248K +2,281 +1%
Stifel Financial
47
Stifel Financial
Missouri
$16.8M -$325K -2,986 -2%
KBFS
48
Kohmann Bosshard Financial Services
Ohio
$16.3M +$1.06M +9,721 +7%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$15.5M +$199K +1,831 +1%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$15.2M +$18.9K +174 +0.1%
1
2
3 4 5