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HDV

iShares Core High Dividend ETF
HDV

733 hedge funds and large institutions have $5.52B invested in iShares Core High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 273 increasing their positions, 218 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,368% more call options, than puts

Call options by funds: $96.7M | Put options by funds: $6.59M

84% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 44

26% more capital invested

Capital invested by funds: $4.37B → $5.52B (+$1.14B)

25% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 218

22.96% more ownership

Funds ownership: 216.34% → 239.3% (+23%)

4% more funds holding

Funds holding: 702 → 733 (+31)

5% less funds holding in top 10

Funds holding in top 10: 22 → 21 (-1)

Holders
733
Holders Change
+31
Holders Change %
+4.42%
% of All Funds
10.53%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
273
Reduced
218
Closed
44
Calls
$96.7M
Puts
$6.59M
Net Calls
+$90.1M
Net Calls Change
-$7.22M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$317M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$125M
3
BCI
Brinker Capital Investments
Pennsylvania
+$43.3M
4
OPS
Orion Portfolio Solutions
Nebraska
+$43.3M
5
IAIM
International Assets Investment Management
Florida
+$32M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$43.1M
2
GWM
GDS Wealth Management
Texas
-$19.1M
3
Bank of America
Bank of America
North Carolina
-$7M
4
PWA
Phoenix Wealth Advisors
North Carolina
-$6.8M
5
Truist Financial
Truist Financial
North Carolina
-$6.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
501
Latitude Advisors
Florida
$335K +$30.9K +1,350 +10%
CWP
502
CFM Wealth Partners
Texas
$334K – – –
PWP
503
Perfromance Wealth Partners
Illinois
$331K +$26.7K +1,165 +9%
TFS
504
Thoroughbred Financial Services
Tennessee
$327K +$1.72K +75 +0.5%
SAG
505
SageView Advisory Group
California
$326K -$199K -8,690 -39%
FA
506
Fermata Advisors
California
$325K -$1.37K -60 -0.4%
WDC
507
Woodward Diversified Capital
California
$324K – – –
CIA
508
Concurrent Investment Advisors
Florida
$320K +$20.1K +880 +7%
BWM
509
Birchcreek Wealth Management
Ohio
$318K +$2.52K +110 +0.8%
LPAM
510
Lodestar Private Asset Management
California
$316K +$13.7K +600 +5%
HAS
511
HBW Advisory Services
California
$313K +$2.98K +130 +1%
TA
512
TrueWealth Advisors
Alabama
$311K – – –
SWA
513
SFMG Wealth Advisors
Texas
$309K +$2.75K +120 +0.9%
VR
514
Valued Retirements
Texas
$308K +$5.84K +255 +2%
ZB
515
Zions Bancorporation
Utah
$308K – – –
WCM
516
WealthBridge Capital Management
Ohio
$306K +$801 +35 +0.3%
LOIP
517
Live Oak Investment Partners
Texas
$305K – – –
SFA
518
Sequoia Financial Advisors
Ohio
$304K – – –
AL
519
Aspiriant LLC
California
$302K +$29.3K +1,280 +11%
PWMAG
520
Pinnacle Wealth Management Advisory Group
New Jersey
$299K +$3.43K +150 +1%
FI
521
Financial Insights
Washington
$297K – – –
LWA
522
Lowe Wealth Advisors
Maryland
$295K -$2.86K -125 -1%
Renaissance Technologies
523
Renaissance Technologies
New York
$294K +$57.2K +2,500 +25%
NAM
524
NorthCrest Asset Manangement
Minnesota
$294K +$286K +12,500 New
CWM
525
Calamos Wealth Management
Illinois
$291K -$289K -12,640 -51%
19 20
21
22 23

HDV Hedge Fund Activity: Q3 2024 in Review

733 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2024, worth a combined $5.52B — up 26% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HDV positions and 44 closed out — a net gain of 37 holders — while 273 added to existing stakes and 218 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $317M. The largest seller was Strategic Financial Concepts, cutting an estimated $43.1M.

  • 733 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2024, up from 702 in Q2 2024.
  • Funds reported $5.52B of iShares Core High Dividend ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 81 funds opened new iShares Core High Dividend ETF positions in Q3 2024 and 44 closed out, a net change of +37 holders.
  • The largest iShares Core High Dividend ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $317M added.
  • The largest iShares Core High Dividend ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.