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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
PAG
601
Paladin Advisory Group
Iowa
$133K – – –
FHA
602
First Horizon Advisors
Tennessee
$133K +$3.05K +145 +2%
BCV
603
Banque Cantonale Vaudoise
Switzerland
$129K – – –
MCM
604
Manchester Capital Management
Vermont
$129K – – –
SRCM
605
Signature Resources Capital Management
California
$128K – – –
RCM
606
Rain Capital Management
Oregon
$127K -$2K -95 -2%
WWP
607
WR Wealth Planners
Missouri
$127K +$121K +5,765 New
CF
608
Centaurus Financial
California
$118K – – –
PO
609
Private Ocean
California
$116K +$21.7K +1,030 +24%
CTA
610
Colonial Trust Advisors
South Carolina
$114K -$5.47K -260 -5%
NS
611
NBC Securities
Alabama
$111K – – –
AIP
612
Ameritas Investment Partners
Nebraska
$107K -$14.2K -675 -12%
CB
613
Community Bank
New York
$106K – – –
GWSG
614
GPS Wealth Strategies Group
Colorado
$105K +$86.5K +4,115 +653%
MHR
615
Matthew Hamilton Rosenberg
$104K – – –
CIAS
616
Capital Investment Advisory Services
North Carolina
$104K -$23.9K -1,135 -19%
LFG
617
Larson Financial Group
Missouri
$104K -$11.2K -535 -10%
GWM
618
Grand Wealth Management
Michigan
$101K – – –
VWWMG
619
Vermillion & White Wealth Management Group
Pennsylvania
$100K -$17K -810 -15%
PCMC
620
Planning Capital Management Corporation
Pennsylvania
$92.7K – – –
HWA
621
HHM Wealth Advisors
Tennessee
$90.4K +$10.5K +500 +14%
MFA
622
McClarren Financial Advisors
Pennsylvania
$89K +$736 +35 +0.9%
HBW
623
Hazlett, Burt & Watson
West Virginia
$88K +$42.5K +2,020 +104%
WAG
624
Wiser Advisor Group
Arizona
$85.7K – – –
HGERS
625
Householder Group Estate & Retirement Specialist
Arizona
$85.2K +$105 +5 +0.1%
23 24
25
26 27

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.