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HDV

iShares Core High Dividend ETF

611 hedge funds and large institutions have $3.62B invested in iShares Core High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 256 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

22,517% more call options, than puts

Call options by funds: $80.1M | Put options by funds: $354K

109% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 35

64% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 156

32% more funds holding in top 10

Funds holding in top 10: 2229 (+7)

27% more capital invested

Capital invested by funds: $2.86B → $3.62B (+$760M)

11.69% more ownership

Funds ownership: 190.17%201.86% (+12%)

5% more funds holding

Funds holding: 582611 (+29)

Holders
611
Holders Change
+29
Holders Change %
+4.98%
% of All Funds
9.64%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.46%
New
73
Increased
256
Reduced
156
Closed
35
Calls
$80.1M
Puts
$354K
Net Calls
+$79.7M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Minot Wealth Management
Massachusetts
$235K -$32.2K -1,550 -12%
JF
477
JSF Financial
California
$235K +$228K +10,975 New
MWP
478
Madison Wealth Partners
Wisconsin
$234K +$10.3K +495 +5%
VBFP
479
Valtinson Bruner Financial Planning
Minnesota
$231K +$221K +10,645 New
CCMD
480
Cypress Capital Management (Delaware)
Delaware
$228K
IAIM
481
International Assets Investment Management
Florida
$228K
CAM
482
Cresset Asset Management
Illinois
$227K -$11.3K -545 -5%
MCM
483
Murphy Capital Management
New Jersey
$227K -$2.59K -125 -1%
RRA
484
Round Rock Advisors
Connecticut
$227K
EWM
485
EPG Wealth Management
Georgia
$227K +$1.25K +60 +0.6%
PIM
486
Provident Investment Management
Michigan
$224K
AIA
487
AIMZ Investment Advisors
California
$223K -$4.36K -210 -2%
GG
488
GenWealth Group
New Jersey
$223K
FHC
489
First Heartland Consultants
Missouri
$222K -$69.7K -3,360 -24%
UB
490
UMB Bank
Missouri
$222K
CG
491
Colony Group
Massachusetts
$222K +$216K +10,395 New
KOMWMG
492
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$221K -$488K -23,530 -70%
FNWM
493
Financial Network Wealth Management
Utah
$221K +$1.45K +70 +0.7%
Lido Advisors
494
Lido Advisors
California
$217K -$71.1K -3,425 -25%
JHCP
495
Jackson Hole Capital Partners
Oklahoma
$217K
GWM
496
Geneos Wealth Management
Colorado
$216K -$1.7M -81,840 -89%
SDWIA
497
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$214K +$1.04K +50 +0.5%
FB
498
Fulton Bank
Pennsylvania
$213K
KeyBank National Association
499
KeyBank National Association
Ohio
$210K +$204K +9,810 New
PS
500
Portfolio Solutions
Michigan
$210K +$204K +9,825 New

HDV Hedge Fund Activity: Q1 2022 in Review

611 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2022, worth a combined $3.62B — up 27% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HDV positions and 35 closed out — a net gain of 38 holders — while 256 added to existing stakes and 156 trimmed.

The largest buyer was Bank of America, adding an estimated $83.5M. The largest seller was Franklin Resources, cutting an estimated $21.4M.

  • 611 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2022, up from 582 in Q4 2021.
  • Funds reported $3.62B of iShares Core High Dividend ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 73 funds opened new iShares Core High Dividend ETF positions in Q1 2022 and 35 closed out, a net change of +38 holders.
  • The largest iShares Core High Dividend ETF buyer in Q1 2022 was Bank of America, an estimated $83.5M added.
  • The largest iShares Core High Dividend ETF seller in Q1 2022 was Franklin Resources, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2022.