HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

745 hedge funds and large institutions have $7.04B invested in iShares Core High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+43
Holders Change %
+6.13%
% of All Funds
12.02%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.86%
New
125
Increased
274
Reduced
235
Closed
71
Calls
$15.3M
Puts
$1.19M
Net Calls
+$14.1M
Net Calls Change
-$17.6M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$141M
2
Bank of America
Bank of America
North Carolina
+$135M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$98.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$71.3M
5
Truist Financial
Truist Financial
North Carolina
+$61M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$362M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$348M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$120M
4
LPL Financial
LPL Financial
California
-$91.2M
5
Morgan Stanley
Morgan Stanley
New York
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
551
Monterey Private Wealth
California
$303K +$1.56K +15 +0.5%
WEG
552
World Equity Group
Illinois
$303K -$938K -8,995 -76%
VWA
553
Visionary Wealth Advisors
Illinois
$303K -$23.5K -225 -7%
WSTAM
554
Wilbanks Smith & Thomas Asset Management
Virginia
$303K +$36.1K +346 +14%
SCM
555
SOL Capital Management
Maryland
$302K – – –
HAS
556
HBW Advisory Services
California
$301K -$17K -163 -5%
SBIA
557
Sheaff Brock Investment Advisors
Indiana
$300K -$2.19K -21 -0.7%
FFA
558
Farther Finance Advisors
California
$300K +$300K +2,879 New
BC
559
Barrett & Company
Rhode Island
$299K – – –
HFA
560
High Falls Advisors
New York
$299K -$5.14M -49,348 -95%
WA
561
Wealthstar Advisors
Texas
$299K +$417 +4 +0.1%
LNWWM
562
Laird Norton Wetherby Wealth Management
California
$298K +$298K +2,863 New
HZ
563
Hixon Zuercher
Ohio
$293K – – –
FIM
564
Fernwood Investment Management
Massachusetts
$292K – – –
JIC
565
Johnson Investment Counsel
Ohio
$289K – – –
AA
566
Advisory Alpha
Michigan
$287K +$938 +9 +0.3%
CHA
567
Carmichael Hill & Associates
Maryland
$284K +$52K +499 +22%
T
568
TCWP
Ohio
$282K -$2.01M -19,273 -88%
SAG
569
SageView Advisory Group
California
$279K +$279K +2,680 New
RMCM
570
Reynders McVeigh Capital Management
Massachusetts
$276K – – –
TC
571
TownSquare Capital
Utah
$272K +$272K +2,609 New
CIA
572
Compass Ion Advisors
Pennsylvania
$266K +$625 +6 +0.2%
LOIP
573
Live Oak Investment Partners
Texas
$265K – – –
DLCIG
574
D.L. Carlson Investment Group
New Hampshire
$264K -$3.54K -34 -1%
EWM
575
Empirical Wealth Management
Washington
$264K -$72.4K -695 -22%
21 22
23
24 25