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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
FNBOO
626
First National Bank of Omaha
Nebraska
-$278K -13,750 Closed
FSA
627
Fort Sheridan Advisors
Illinois
-$254K -12,565 Closed
IC
628
IEQ Capital
California
-$245K -12,145 Closed
PPA
629
Parametric Portfolio Associates
Washington
-$234K -11,565 Closed
IFG
630
Investors Financial Group
Minnesota
-$210K -10,385 Closed
TRCT
631
Tower Research Capital (TRC)
New York
-$201K -9,945 Closed
SFPG
632
Stonebridge Financial Planning Group
Florida
-$169K -8,200 Closed
BIP
633
Blueprint Investment Partners
North Carolina
-$157K -7,770 Closed
EW
634
Evoke Wealth
California
-$151K -7,500 Closed
CA
635
Cornerstone Advisory
Maryland
-$85K -4,210 Closed
Allspring Global Investments
636
Allspring Global Investments
North Carolina
-$64K -3,200 Closed
AssetMark Inc
637
AssetMark Inc
California
-$47K -2,330 Closed
Bank Julius Baer & Co
638
Bank Julius Baer & Co
Switzerland
-$46K -2,275 Closed
CWS
639
Confluence Wealth Services
Pennsylvania
-$39K -1,950 Closed
CSWM
640
Cassady Schiller Wealth Management
Ohio
-$29K -1,425 Closed
TC
641
TAP Consulting
Missouri
-$15K -760 Closed
IAG
642
Investmark Advisory Group
Connecticut
-$14K -720 Closed
EVM
643
Eaton Vance Management
Massachusetts
-$9K -450 Closed
TLFA
644
True Link Financial Advisors
California
-$7K -340 Closed
EWM
645
Elmwood Wealth Management
California
-$7K -325 Closed
WWMSC
646
Wagner Wealth Management (South Carolina)
South Carolina
-$5K -270 Closed
TCWM
647
Total Clarity Wealth Management
Illinois
-$5K -250 Closed
CCM
648
Chilton Capital Management
Texas
-$2K -120 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.