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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
CWM
501
Chemistry Wealth Management
New York
$208K +$202K +9,750 New
AIP
502
Ahrens Investment Partners
Louisiana
$206K -$7.78K -375 -4%
CF
503
Centaurus Financial
California
$204K -$4.67K -225 -2%
SWM
504
SeaCrest Wealth Management
New York
$200K -$144K -6,930 -43%
IA
505
Insight Advisors
Pennsylvania
$200K -$37.9K -1,825 -16%
FFA
506
Founders Financial Alliance
North Carolina
$186K -$9.86K -475 -5%
WTA
507
Washington Trust Advisors
Massachusetts
$184K
CA
508
Clearstead Advisors
Ohio
$176K +$1.25K +60 +0.7%
FRA
509
Front Row Advisors
California
$167K
PB
510
Pinnacle Bancorp
Nebraska
$166K -$38.2K -1,840 -19%
MWM
511
Mascoma Wealth Management
New Hampshire
$166K
AIP
512
Ameritas Investment Partners
Nebraska
$157K -$31.1K -1,500 -17%
GCS
513
Gordian Capital (Singapore)
Singapore
$155K +$156K +7,500 New
BAM
514
Belpointe Asset Management
Nevada
$147K +$12K +580 +9%
EWA
515
EP Wealth Advisors
California
$146K -$189K -9,115 -57%
CNBTD
516
Citizens National Bank Trust Department
Mississippi
$145K
RCM
517
Rain Capital Management
Oregon
$136K +$830 +40 +0.6%
PAG
518
Paladin Advisory Group
Iowa
$130K +$126K +6,065 New
MCM
519
Manchester Capital Management
Vermont
$125K
LFG
520
Larson Financial Group
Missouri
$124K +$311 +15 +0.3%
Koshinski Asset Management
521
Koshinski Asset Management
Illinois
$120K +$104 +5 +0.1%
GWSG
522
GPS Wealth Strategies Group
Colorado
$120K +$623 +30 +0.5%
AWM
523
Accel Wealth Management
Iowa
$114K +$11.4K +550 +12%
CIAS
524
Capital Investment Advisory Services
North Carolina
$111K -$1.97K -95 -2%
TWM
525
Tradition Wealth Management
Minnesota
$111K +$415 +20 +0.4%

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.