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 %
SWA
576
Sutton Wealth Advisors
Florida
$263K – – –
AWM
577
Affinity Wealth Management
Delaware
$263K +$263K +2,519 New
ARC
578
Advisor Resource Council
Texas
$262K -$7.3K -70 -3%
CWA
579
Clearview Wealth Advisors
Oregon
$261K -$959K -9,193 -79%
MCCA
580
Mill Creek Capital Advisors
Pennsylvania
$261K +$261K +2,500 New
OWA
581
Octavia Wealth Advisors
Ohio
$258K – – –
B
582
Bensler
Washington
$257K +$15.1K +145 +6%
GRP
583
Global Retirement Partners
California
$257K -$8.65K -83 -3%
CWA
584
Consilio Wealth Advisors
Washington
$256K -$1.02M -9,806 -80%
NHC
585
Nicholas Hoffman & Company
Georgia
$253K +$3.54K +34 +1%
H
586
HoyleCohen
California
$251K – – –
LPAM
587
Lodestar Private Asset Management
California
$250K +$250K +2,394 New
CF
588
Centaurus Financial
California
$249K -$601K -5,775 -71%
KeyBank National Association
589
KeyBank National Association
Ohio
$248K +$248K +2,383 New
CB
590
Community Bank
New York
$248K -$16.2K -155 -6%
BHB
591
Bank Hapoalim BM
Israel
$248K – – –
MHS
592
M Holdings Securities
Oregon
$248K +$521 +5 +0.2%
SYBT
593
Stock Yards Bank & Trust
Kentucky
$247K – – –
SIAM
594
Sterling Investment Advisors (Missouri)
Missouri
$247K – – –
KWA
595
Kellett Wealth Advisors
Ohio
$246K – – –
SSWM
596
Smith Salley Wealth Management
North Carolina
$242K – – –
CAM
597
Carret Asset Management
New York
$240K -$10.4K -100 -4%
TFS
598
Thoroughbred Financial Services
Tennessee
$240K +$1.25K +12 +0.5%
MMA
599
Miracle Mile Advisors
California
$238K +$238K +2,286 New
PFP
600
Pinnacle Financial Partners
Tennessee
$233K +$233K +2,231 New
22 23
24
25 26