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iShares Core High Dividend ETF
HDV

Overview Fund Activity

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.36%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$19.7M
2
EWA
EP Wealth Advisors
California
+$19.5M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$13.1M
4
Mariner
Mariner
Kansas
+$11M
5
GFA
Gallagher Fiduciary Advisors
Illinois
+$9.51M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$329M
2
Truist Financial
Truist Financial
North Carolina
-$203M
3
BlackRock
BlackRock
New York
-$154M
4
Wells Fargo
Wells Fargo
California
-$133M
5
Osaic Holdings
Osaic Holdings
Arizona
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
601
BOK Financial
Oklahoma
$128K -$844K -8,298 -87%
AWM
602
Accel Wealth Management
Iowa
$127K +$712 +7 +0.6%
PAG
603
Paladin Advisory Group
Iowa
$123K +$123K +1,213 New
CIAS
604
Capital Investment Advisory Services
North Carolina
$120K -$33.5K -329 -22%
MCM
605
Manchester Capital Management
Vermont
$119K – – –
NSG
606
Nalls Sherbakoff Group
Tennessee
$116K +$116K +1,150 New
VNA
607
Valley National Advisers
Pennsylvania
$114K – – –
MFA
608
McClarren Financial Advisors
Pennsylvania
$110K +$1.1K +11 +1%
LFG
609
Larson Financial Group
Missouri
$108K -$203 -2 -0.2%
FMP
610
Financial Management Professionals
Texas
$101K -$1.9M -18,731 -95%
CSPIA
611
Cary Street Partners Investment Advisory
Virginia
$101K +$6.1K +60 +6%
MHR
612
Matthew Hamilton Rosenberg
$96.4K – – –
HGERS
613
Householder Group Estate & Retirement Specialist
Arizona
$95K +$95K +939 New
FFA
614
Founders Financial Alliance
North Carolina
$94.2K +$310 +3 +0.3%
Commonwealth Equity Services
615
Commonwealth Equity Services
Massachusetts
$93.5K +$1.66K +16,287 +2%
PO
616
Private Ocean
California
$83.9K – – –
PB
617
Pinnacle Bancorp
Nebraska
$83.2K – – –
SIC
618
Salem Investment Counselors
North Carolina
$82.5K +$38.3K +377 +87%
SSB
619
Sandy Spring Bank
Maryland
$82.2K – – –
HCM
620
Hollencrest Capital Management
California
$77.4K +$102 +1 +0.1%
TFP
621
Tilia Fiduciary Partners
North Carolina
$73.4K – – –
HWA
622
HHM Wealth Advisors
Tennessee
$73.2K – – –
HFS
623
Hantz Financial Services
Michigan
$72K +$72K +706 New
NSIM
624
North Star Investment Management
Illinois
$71.2K – – –
FPFS
625
First Personal Financial Services
North Carolina
$70.5K – – –
23 24
25
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