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iShares Core High Dividend ETF
HDV

Overview Fund Activity

764 hedge funds and large institutions have $4.86B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 240 increasing their positions, 265 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+36
Holders Change %
+4.95%
% of All Funds
10.17%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
108
Increased
240
Reduced
265
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$234M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.9M
3
CA
CSM Advisors
Pennsylvania
$51.8M
4
LPL Financial
LPL Financial
California
$267M
5
Bank of America
Bank of America
North Carolina
$527M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$78.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
BCI
Brinker Capital Investments
Pennsylvania
$10.8M
4
OPS
Orion Portfolio Solutions
Nebraska
$10.8M
5
CH
CVS Health
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
601
Symphony Financial
Texas
$215K -$12.1K -105 -5%
GWMR
602
GC Wealth Management RIA
Massachusetts
$214K – – –
PPW
603
Parcion Private Wealth
Washington
$213K – – –
KC
604
Kades & Cheifetz
Pennsylvania
$212K +$2.13K +19 +1%
BIAS
605
Beacon Investment Advisory Services
New Jersey
$211K – – –
SAG
606
SageView Advisory Group
California
$211K -$99.7K -888 -32%
SWA
607
Strategies Wealth Advisors
Michigan
$211K – – –
CCA
608
Criterion Capital Advisors
Tennessee
$208K – – –
RIA
609
Realta Investment Advisors
Delaware
$208K -$118K -1,045 -36%
VCM
610
Vision Capital Management
Oregon
$207K +$1.12K +10 +0.5%
ITIM
611
Indiana Trust & Investment Management
Indiana
$207K -$4.04K -36 -2%
SLWA
612
San Luis Wealth Advisors
California
$206K +$2.02K +18 +1%
CCA
613
Conservest Capital Advisors
Pennsylvania
$206K +$206K +1,835 New
AIA
614
Armor Investment Advisors
North Carolina
$206K – – –
CAM
615
Concorde Asset Management
Michigan
$206K -$208K -1,857 -50%
CT
616
Clearstead Trust
Maine
$205K +$2.02K +18 +1%
CAM
617
Covenant Asset Management
New Jersey
$204K -$22.9K -204 -10%
TWP
618
Tyche Wealth Partners
Texas
$203K +$203K +1,811 New
FHA
619
First Horizon Advisors
Tennessee
$203K +$49K +436 +32%
SWM
620
Salvus Wealth Management
New Jersey
$202K – – –
SAA
621
Southeast Asset Advisors
Georgia
$201K – – –
WT
622
Whittier Trust
California
$197K – – –
VWA
623
Valued Wealth Advisors
Utah
$197K +$195K +1,735 +10,844%
OFG
624
Oxford Financial Group
Indiana
$172K +$172K +1,535 New
GWSG
625
GPS Wealth Strategies Group
Colorado
$170K +$11.1K +99 +7%
23 24
25
26 27