HDV icon

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 %
CQS
626
Credential Qtrade Securities
$68.7K – – –
CWA
627
Clearview Wealth Advisors
Oregon
$65.5K -$189K -1,860 -74%
CIR
628
Clear Investment Research
Georgia
$65.4K +$1.93K +19 +3%
TWD
629
True Wealth Design
Ohio
$58.2K – – –
DAC
630
Dividend Assets Capital
South Carolina
$57K – – –
HNB
631
Huntington National Bank
Ohio
$56.8K -$47K – –
GWS
632
Glassman Wealth Services
Virginia
$56.5K +$609 +6 +1%
EWM
633
Evermay Wealth Management
Virginia
$56.4K – – –
MRCM
634
M&R Capital Management
New Jersey
$56.2K +$204 +2 +0.4%
CT
635
Cambridge Trust
Massachusetts
$55.4K – – –
HWA
636
Heritage Wealth Advisors
Virginia
$51.3K – – –
FCG
637
Financial Connections Group
California
$51K – – –
CWA
638
Core Wealth Advisors
Florida
$50.1K – – –
NFSG
639
Newbridge Financial Services Group
Florida
$46.1K +$19.4K +191 +73%
GEA
640
Glen Eagle Advisors
New Jersey
$45.8K – – –
CWM
641
Compass Wealth Management
Connecticut
$45.1K – – –
FCT
642
First Community Trust
Iowa
$44.2K – – –
GFPC
643
Global Financial Private Client
Florida
$42.7K – – –
WIM
644
Westside Investment Management
California
$40.7K – – –
BAM
645
Bellevue Asset Management
Washington
$38.1K – – –
CWC
646
Carolinas Wealth Consulting
North Carolina
$36K +$406 +4 +1%
IAS
647
IMA Advisory Services
Colorado
$33.5K – – –
TAM
648
Tucker Asset Management
Colorado
$33.2K -$203 -2 -0.6%
BCWM
649
Bartlett & Co Wealth Management
Ohio
$33K – – –
BC
650
Bartlett & Co
Ohio
$33K – – –
24 25
26
27 28