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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
WT
501
Whittier Trust
California
$306K – – –
MWM
502
Mission Wealth Management
California
$304K -$27.4K -1,305 -9%
PIM
503
Penobscot Investment Management
Massachusetts
$301K +$287K +13,670 New
BWM
504
Birchcreek Wealth Management
Ohio
$301K +$28.9K +1,375 +11%
CW
505
CreativeOne Wealth
Kansas
$301K +$23.4K +1,115 +9%
FIM
506
Fernwood Investment Management
Massachusetts
$298K – – –
NAS
507
NWF Advisory Services
California
$297K +$21K +1,000 +8%
CA
508
Continuum Advisory
Idaho
$295K -$32.3K -1,535 -10%
WSTAM
509
Wilbanks Smith & Thomas Asset Management
Virginia
$294K +$72K +3,425 +34%
LWA
510
Lowe Wealth Advisors
Maryland
$292K -$2.63K -125 -0.9%
WA
511
Wambolt & Associates
Colorado
$292K -$169K -8,040 -38%
TA
512
TrueWealth Advisors
Alabama
$291K – – –
ZB
513
Zions Bancorporation
Utah
$288K -$1.53M -72,645 -85%
HP
514
Holistic Planning
Texas
$287K +$4.42K +210 +2%
WCM
515
WealthBridge Capital Management
Ohio
$285K +$526 +25 +0.2%
SWA
516
SFMG Wealth Advisors
Texas
$284K +$420 +20 +0.2%
VR
517
Valued Retirements
Texas
$282K +$315 +15 +0.1%
FI
518
Financial Insights
Washington
$279K – – –
EA
519
Everpar Advisors
Oklahoma
$278K -$267K -12,680 -50%
PWMAG
520
Pinnacle Wealth Management Advisory Group
New Jersey
$277K – – –
MCCA
521
Mill Creek Capital Advisors
Pennsylvania
$276K -$55.7K -2,650 -17%
BP
522
BBR Partners
New York
$269K +$257K +12,215 New
CWA
523
Consilio Wealth Advisors
Washington
$268K -$41.4K -1,970 -14%
HAS
524
HBW Advisory Services
California
$268K – – –
LPAM
525
Lodestar Private Asset Management
California
$267K +$1.89K +90 +0.7%
19 20
21
22 23

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.