HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

694 hedge funds and large institutions have $4.46B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-12
Holders Change %
-1.7%
% of All Funds
11.07%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.54%
New
47
Increased
165
Reduced
295
Closed
54
Calls
$17.8M
Puts
$2.13M
Net Calls
+$15.7M
Net Calls Change
+$5.66M

Top Buyers

1
MYLI
Meiji Yasuda Life Insurance
Japan
$248M
2
KAM
Kensington Asset Management
Texas
$39.6M
3
B
Barings
North Carolina
$31.4M
4
PP
Prudential plc
United Kingdom
$28.2M
5
Comerica Bank
Comerica Bank
Texas
$25.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$3.96M
2
EWA
EP Wealth Advisors
California
$1.19M
3
BlackRock
BlackRock
New York
$45.7M
4
Bank of America
Bank of America
North Carolina
$519M
5
UBS Group
UBS Group
Switzerland
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
676
PrairieView Partners
Minnesota
$5K – – –
PFA
677
Pathway Financial Advisers
Indiana
$4.95K +$4.95K +50 New
WWP
678
WR Wealth Planners
Missouri
$4.95K – – –
AWM
679
Aspire Wealth Management
Massachusetts
$3.96K – – –
NF
680
Norwood Financial
Pennsylvania
$3.56K – – –
TAM
681
Townsend Asset Management
North Carolina
$3.56K +$3.56K +36 New
SIS
682
Sound Income Strategies
Florida
$3.41K – – –
VWM
683
Venturi Wealth Management
Texas
$3.39K – – –
SVCP
684
Silicon Valley Capital Partners
California
$3.15K – – –
IF
685
Integrity Financial
Wyoming
$2.87K – – –
PMFA
686
Plante Moran Financial Advisors
Michigan
$2.87K +$2.87K +29 New
TFA
687
Toth Financial Advisory
Virginia
$1.99K – – –
EBA
688
Eagle Bay Advisors
New York
$1.78K +$1.78K +18 New
NMG
689
New Millennium Group
Utah
$1.76K – – –
BWM
690
Baystate Wealth Management
Massachusetts
$1.71K – – –
NIC
691
Northwest Investment Counselors
Oregon
$1.39K – – –
DSC
692
Duncker Streett & Co
Missouri
$1.38K – – –
MAWA
693
Moss Adams Wealth Advisors
Washington
$1.08K – – –
NC
694
NewSquare Capital
Pennsylvania
$989 – – –
CIM
695
Contravisory Investment Management
Massachusetts
$593 +$593 +6 New
Citigroup
696
Citigroup
New York
$494 -$912K -9,233 -100%
GCS
697
Gordian Capital (Singapore)
Singapore
$494 – – –
RA
698
Rise Advisors
New York
$40 -$5.08K -50 Closed
CMA
699
Cedar Mountain Advisors
Oregon
$2 -$2 – –
PG
700
Prostatis Group
Maryland
– -$90.9K -90,830 Closed
26 27
28
29 30