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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
HNB
576
Huntington National Bank
Ohio
$22K
RA
577
Rise Advisors
New York
$19K +$104 +5 +0.6%
AF
578
Advisornet Financial
Minnesota
$17K -$1.02M -49,285 -98%
GTAM
579
Global Trust Asset Management
Florida
$17K
RE
580
RBC Europe
United Kingdom
$17K
CTC
581
Central Trust Company
Missouri
$16K
MSFP
582
Mark Sheptoff Financial Planning
Connecticut
$16K
DHGWA
583
Dixon Hughes Goodman Wealth Advisors
North Carolina
$14K
TF
584
TimeScale Financial
Massachusetts
$13K
TFS
585
TrustCore Financial Services
Tennessee
$13K
SWM
586
Selective Wealth Management
Virginia
$13K +$13K +625 New
GEA
587
Glen Eagle Advisors
New Jersey
$12.2K
AW
588
Alaethes Wealth
Nevada
$12K
EAM
589
Eukles Asset Management
Ohio
$12K
KFI
590
Key Financial Inc
Pennsylvania
$11K
LF
591
Lee Financial
Texas
$11K
SCA
592
Stonebridge Capital Advisors
Minnesota
$11K
Simplex Trading
593
Simplex Trading
Illinois
$10K -$9.76K -470 -49%
POIA
594
Pin Oak Investment Advisors
Texas
$10K
RMC
595
Resources Management Corp
Connecticut
$10K
FF
596
FourThought Financial
Florida
$10K +$6.75K +325 +232%
RBC
597
Roble Belko & Company
Pennsylvania
$10K +$9.65K +465 New
LC
598
Lindbrook Capital
California
$9K
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$9K
VNA
600
Valley National Advisers
Pennsylvania
$8K

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.