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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
PP
601
PrairieView Partners
Minnesota
$6K -$90.2K -4,345 -94%
MW
602
Milestone Wealth
New York
$5K
SIS
603
Sound Income Strategies
Florida
$4K -$20.8K -1,000 -85%
MWC
604
MBM Wealth Consultants
Missouri
$4K
AWM
605
Avior Wealth Management
Nebraska
$4K +$104 +5 +3%
FHA
606
First Horizon Advisors
Tennessee
$3K -$34K -1,640 -91%
1IA
607
1834 Investment Advisors
Wisconsin
$3K -$32K -1,540 -92%
CIA
608
Choate Investment Advisors
Massachusetts
$3K
Citigroup
609
Citigroup
New York
$2K -$1.76K -85 -50%
SQA
610
Simon Quick Advisors
New Jersey
$2K
IUHSA
611
Itau Unibanco Holding S.A.
Brazil
$2K +$2.08K +100 New
DSC
612
Duncker Streett & Co
Missouri
$1K
IHWM
613
Iron Horse Wealth Management
Iowa
$1K
WIM
614
Westside Investment Management
California
$39 +$25.9K +1,250 +210%
GB
615
Gunma Bank
Japan
-$3.13M -155,000 Closed
SFS
616
Sowell Financial Services
Arkansas
-$1.81M -89,505 Closed
GGI
617
Godsey & Gibb Inc
Virginia
-$1.78M -88,380 Closed
FAN
618
Financial Advisors Network
California
-$1.66M -81,935 Closed
TNA
619
True North Advisors
Texas
-$1.61M -79,525 Closed
GA
620
GFS Advisors
Texas
-$1.46M -72,500 Closed
RIM
621
Rakuten Investment Management
Japan
-$1.13M -56,195 Closed
FTS
622
Fifth Third Securities
Ohio
-$1.06M -52,575 Closed
CCM
623
Crabel Capital Management
California
-$522K -25,830 Closed
AIM
624
Axiom Investment Management
New York
-$319K -15,905 Closed
CL
625
CPWM LLC
Washington
-$287K -15,230 Closed

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.