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HDV

iShares Core High Dividend ETF
HDV

772 hedge funds and large institutions have $4.87B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 243 increasing their positions, 266 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $1.38M

106% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 54

5% more funds holding

Funds holding: 733 → 772 (+39)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

9% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 266

12% less capital invested

Capital invested by funds: $5.52B → $4.87B (-$646M)

17.19% less ownership

Funds ownership: 239.3% → 222.11% (-17%)

Holders
772
Holders Change
+39
Holders Change %
+5.32%
% of All Funds
10.17%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
111
Increased
243
Reduced
266
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$104M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$29.7M
3
CA
CSM Advisors
Pennsylvania
+$27.1M
4
LPL Financial
LPL Financial
California
+$16.9M
5
Bank of America
Bank of America
North Carolina
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$328M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$128M
3
BCI
Brinker Capital Investments
Pennsylvania
-$45.1M
4
OPS
Orion Portfolio Solutions
Nebraska
-$45.1M
5
IAIM
International Assets Investment Management
Florida
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
601
Chemistry Wealth Management
New York
$219K – – –
SDWIA
602
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K – – –
ML
603
McAdam LLC
Pennsylvania
$217K +$227K +9,665 New
BBHC
604
Brown Brothers Harriman & Co
New York
$217K +$210K +8,925 +1,206%
CWM
605
Concentrum Wealth Management
California
$216K +$226K +9,630 New
JWA
606
JFS Wealth Advisors
Pennsylvania
$216K -$148K -6,285 -40%
SF
607
Symphony Financial
Texas
$215K -$12.3K -525 -5%
GWMR
608
GC Wealth Management RIA
Massachusetts
$214K – – –
PPW
609
Parcion Private Wealth
Washington
$213K – – –
KC
610
Kades & Cheifetz
Pennsylvania
$212K +$2.23K +95 +1%
BIAS
611
Beacon Investment Advisory Services
New Jersey
$211K – – –
SAG
612
SageView Advisory Group
California
$211K -$104K -4,440 -32%
SWA
613
Strategies Wealth Advisors
Michigan
$211K – – –
CCA
614
Criterion Capital Advisors
Tennessee
$208K – – –
RIA
615
Realta Investment Advisors
Delaware
$208K -$123K -5,225 -36%
VCM
616
Vision Capital Management
Oregon
$207K +$1.18K +50 +0.5%
ITIM
617
Indiana Trust & Investment Management
Indiana
$207K -$4.23K -180 -2%
SLWA
618
San Luis Wealth Advisors
California
$206K +$2.12K +90 +1%
CCA
619
Conservest Capital Advisors
Pennsylvania
$206K +$216K +9,175 New
AIA
620
Armor Investment Advisors
North Carolina
$206K – – –
CAM
621
Concorde Asset Management
Michigan
$206K -$218K -9,285 -50%
CT
622
Clearstead Trust
Maine
$205K +$2.12K +90 +1%
CAM
623
Covenant Asset Management
New Jersey
$204K -$24K -1,020 -10%
TWP
624
Tyche Wealth Partners
Texas
$203K +$213K +9,055 New
FHA
625
First Horizon Advisors
Tennessee
$203K +$51.2K +2,180 +32%
23 24
25
26 27

HDV Hedge Fund Activity: Q4 2024 in Review

772 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2024, worth a combined $4.87B — down 12% from $5.52B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new HDV positions and 54 closed out — a net gain of 57 holders — while 243 added to existing stakes and 266 trimmed.

The largest buyer was Wells Fargo, adding an estimated $104M. The largest seller was Envestnet Asset Management, cutting an estimated $328M.

  • 772 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2024, up from 733 in Q3 2024.
  • Funds reported $4.87B of iShares Core High Dividend ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 111 funds opened new iShares Core High Dividend ETF positions in Q4 2024 and 54 closed out, a net change of +57 holders.
  • The largest iShares Core High Dividend ETF buyer in Q4 2024 was Wells Fargo, an estimated $104M added.
  • The largest iShares Core High Dividend ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $328M sold.

Based on aggregated 13F filings for Q4 2024.