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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
Bank of Nova Scotia
551
Bank of Nova Scotia
Ontario, Canada
$238K – – –
CGA
552
Crescent Grove Advisors
Illinois
$237K +$226K +10,745 New
CWG
553
Cornerstone Wealth Group
North Carolina
$236K +$225K +10,715 New
IAIM
554
International Assets Investment Management
Florida
$233K -$81K -3,855 -27%
Koshinski Asset Management
555
Koshinski Asset Management
Illinois
$232K +$221K +10,510 New
UB
556
UMB Bank
Missouri
$229K – – –
EWM
557
EPG Wealth Management
Georgia
$229K +$1.47K +70 +0.7%
AWM
558
Apollon Wealth Management
South Carolina
$228K -$62.3K -2,965 -22%
MW
559
Marcum Wealth
Ohio
$225K -$49.8K -2,370 -19%
RF
560
RHS Financial
California
$225K +$214K +10,195 New
RWMH
561
Riverpoint Wealth Management Holdings
Illinois
$225K -$59.8K -2,845 -22%
FPAS
562
Focus Partners Advisor Solutions
Missouri
$224K +$213K +10,150 New
JHCP
563
Jackson Hole Capital Partners
Oklahoma
$224K – – –
CAM
564
Covenant Asset Management
New Jersey
$222K -$51.1K -2,430 -19%
SWA
565
Strategies Wealth Advisors
Michigan
$221K +$105 +5 +0%
CCA
566
Childress Capital Advisors
Texas
$220K – – –
LWM
567
Liberty Wealth Management
California
$220K +$210K +9,985 New
FFS
568
Founders Financial Securities
Maryland
$220K – – –
MC
569
Moors & Cabot
Massachusetts
$218K – – –
SIG
570
Stonegate Investment Group
Alabama
$218K – – –
UCMOK
571
United Capital Management of KS
Kansas
$217K +$207K +9,855 New
CFG
572
Clayton Financial Group
Missouri
$216K +$206K +9,820 New
Federated Hermes
573
Federated Hermes
Pennsylvania
$216K -$54M -2,568,590 -100%
CWM
574
Chemistry Wealth Management
New York
$215K +$205K +9,750 New
SDWIA
575
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$214K +$204K +9,725 New
21 22
23
24 25

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.