iShares Core High Dividend ETF
715 hedge funds and large institutions have $4.98B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 235 increasing their positions, 287 reducing their positions, and 74 closing their positions.
4,854% more call options, than puts
Call options by funds: $54.4M | Put options by funds: $1.1M
4% less funds holding
Funds holding: 748 → 715 (-33)
18% less repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 287
20% less funds holding in top 10
Funds holding in top 10: 54 → 43 (-11)
23% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 74
29% less capital invested
Capital invested by funds: $7.05B → $4.98B (-$2.07B)
36.87% less ownership
Funds ownership: 270.34% → 233.46% (-37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$152M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$19.9M |
| 3 |
Rockefeller Capital Management
New York
|
+$13.2M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$11.1M |
| 5 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$332M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$205M |
| 3 |
BlackRock
New York
|
-$156M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$134M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$129M |
HDV Hedge Fund Activity: Q1 2023 in Review
715 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2023, worth a combined $4.98B — down 29% from $7.05B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of HDV and 57 opened new positions — a net loss of 17 holders — while 287 trimmed existing stakes and 235 added.
The largest buyer was COWA LLC, adding an estimated $152M. The largest seller was Envestnet Asset Management, cutting an estimated $332M.
- 715 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2023, down from 748 in Q4 2022.
- Funds reported $4.98B of iShares Core High Dividend ETF stock for Q1 2023, down 29% quarter-over-quarter.
- 57 funds opened new iShares Core High Dividend ETF positions in Q1 2023 and 74 closed out, a net change of -17 holders.
- The largest iShares Core High Dividend ETF buyer in Q1 2023 was COWA LLC, an estimated $152M added.
- The largest iShares Core High Dividend ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $332M sold.
Based on aggregated 13F filings for Q1 2023.