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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
CB
526
Community Bank
New York
$105K -$3.11K -150 -3%
MHR
527
Matthew Hamilton Rosenberg
$101K
GWM
528
Grand Wealth Management
Michigan
$98K
LWP
529
Lumature Wealth Partners
Georgia
$98K
CFN
530
Cordasco Financial Network
Florida
$94K
KPCM
531
Kings Point Capital Management
New York
$90K
NWM
532
Nauset Wealth Management
Connecticut
$86K +$83K +4,000 New
WB
533
West Bancorporation
Iowa
$85K
ACA
534
Aptus Capital Advisors
Alabama
$85K +$62.1K +2,990 +299%
BFEC
535
Benjamin F. Edwards & Company
Missouri
$81K +$79K +3,805 New
NSIM
536
North Star Investment Management
Illinois
$75K
CG
537
Cutler Group
California
$64K +$62.3K +3,000 New
GIA
538
GHP Investment Advisors
Colorado
$64K +$62.3K +3,000 New
QT
539
Quantbot Technologies
New York
$64K +$62.3K +3,000 New
CIR
540
Clear Investment Research
Georgia
$63K -$3.94K -190 -6%
SBL
541
Sargent Bickham Lagudis
Colorado
$62K +$9.65K +465 +19%
DAC
542
Dividend Assets Capital
South Carolina
$58K -$7.78K -375 -12%
S
543
SignatureFD
Georgia
$58K
CT
544
Cambridge Trust
Massachusetts
$58K +$56.6K +2,725 New
GWS
545
Glassman Wealth Services
Virginia
$57K +$415 +20 +0.8%
SSB
546
Sandy Spring Bank
Maryland
$53K -$34K -1,640 -40%
CWAF
547
Core Wealth Advisors (Florida)
Florida
$53K
SIC
548
Salem Investment Counselors
North Carolina
$53K +$104 +5 +0.2%
AFG
549
Albion Financial Group
Utah
$52K -$5.19K -250 -9%
TFP
550
Tilia Fiduciary Partners
North Carolina
$52K

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.