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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
NEAM
51
New England Asset Management
Connecticut
$13.3M
Mariner
52
Mariner
Kansas
$13.2M +$2.48M +119,440 +24%
LF
53
Lantz Financial
Illinois
$12.4M +$113K +5,460 +1%
HighTower Advisors
54
HighTower Advisors
Illinois
$12M +$1.08M +52,240 +10%
GSIS
55
Global Strategic Investment Solutions
Arizona
$11.8M +$21.3K +1,025 +0.2%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$11.8M -$4.02M -193,915 -26%
PAG
57
Private Advisor Group
New Jersey
$11.7M -$28.3K -1,365 -0.2%
PP
58
Prudential plc
United Kingdom
$11.6M +$11.3M +543,500 New
Goldman Sachs
59
Goldman Sachs
New York
$11.4M -$10.8M -521,020 -49%
CAAM
60
Cornerstone Advisors Asset Management
Pennsylvania
$10.9M +$1.41M +67,770 +15%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$10.1M +$4.53M +218,110 +86%
Stifel Financial
62
Stifel Financial
Missouri
$9.97M +$257K +12,365 +3%
CWM
63
Connecticut Wealth Management
Connecticut
$9.91M
KPWG
64
KFA Private Wealth Group
Virginia
$9.89M +$771K +37,140 +9%
KAS
65
Kestra Advisory Services
Texas
$9.42M +$2.19M +105,435 +31%
Truist Financial
66
Truist Financial
North Carolina
$9.09M -$775K -37,360 -8%
WWA
67
WC Walker & Associates
California
$9.03M +$121K +5,810 +1%
BWP
68
Bernardo Wealth Planning
Pennsylvania
$8.81M +$1.02M +48,960 +13%
Franklin Resources
69
Franklin Resources
California
$8.74M -$21.4M -1,031,750 -72%
BFA
70
Beaumont Financial Advisors
Massachusetts
$8.53M +$1.35K +65 +0%
BRWA
71
B. Riley Wealth Advisors
Florida
$8.43M +$51.6K +2,485 +0.6%
NAM
72
NTV Asset Management
West Virginia
$8.28M +$822K +39,625 +11%
RFC
73
Regions Financial Corp
Alabama
$8.17M +$1.89M +90,945 +31%
GL
74
Graypoint LLC
New York
$7.86M +$433K +20,880 +6%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$7.68M +$302K +14,535 +4%

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.