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HDV

iShares Core High Dividend ETF

731 hedge funds and large institutions have $7.66B invested in iShares Core High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 327 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $3.44M

305% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 42

173% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 120

112% more capital invested

Capital invested by funds: $3.62B → $7.66B (+$4.04B)

101.61% more ownership

Funds ownership: 201.86%303.47% (+102%)

86% more funds holding in top 10

Funds holding in top 10: 2954 (+25)

20% more funds holding

Funds holding: 611731 (+120)

Holders
731
Holders Change
+120
Holders Change %
+19.64%
% of All Funds
12.31%
Holding in Top 10
54
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+86.21%
% of All Funds
0.91%
New
170
Increased
327
Reduced
120
Closed
42
Calls
$16.1M
Puts
$3.44M
Net Calls
+$12.6M
Net Calls Change
-$67.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BT Wealth Management
Georgia
$21.4M +$1.56M +73,740 +7%
Goldman Sachs
52
Goldman Sachs
New York
$20.7M +$10.4M +494,240 +92%
KAS
53
Kestra Advisory Services
Texas
$19.9M +$11.6M +551,335 +125%
Stifel Financial
54
Stifel Financial
Missouri
$19.9M +$11M +522,875 +112%
BCI
55
Brinker Capital Investments
Pennsylvania
$19.8M +$4.47M +211,580 +27%
JC
56
JB Capital
Connecticut
$19.3M +$19.3M +913,685 +1,915%
Two Sigma Investments
57
Two Sigma Investments
New York
$19.1M -$866K -41,000 -4%
TWM
58
Titus Wealth Management
California
$19.1M -$39.6K -1,875 -0.2%
MCIA
59
Mountain Capital Investment Advisors
Colorado
$18.4M +$19.3M +912,530 New
WP
60
WealthSource Partners
California
$17.8M +$18.4M +870,280 +5,095%
Comerica Bank
61
Comerica Bank
Texas
$17.5M +$3.62M +171,595 +25%
BOC
62
Bull Oak Capital
California
$16.3M +$17.2M +812,500 New
HCP
63
Holt Capital Partners
Texas
$16.1M -$86.1K -4,075 -0.5%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$15.4M +$8.62M +408,285 +114%
HighTower Advisors
65
HighTower Advisors
Illinois
$14.7M +$3.64M +172,155 +31%
VCS
66
Vaughan & Co Securities
New Jersey
$14.6M +$219K +10,355 +1%
Mariner
67
Mariner
Kansas
$14.2M +$1.97M +93,410 +15%
Fiera Capital (Canada)
68
Fiera Capital (Canada)
Quebec, Canada
$14.1M +$14.9M +704,290 New
GWM
69
GDS Wealth Management
Texas
$13.9M +$1.4M +66,120 +11%
HWM
70
HB Wealth Management
Georgia
$13.9M +$11.7K +555 +0.1%
HCM
71
Hengehold Capital Management
Ohio
$13.8M +$339K +16,035 +2%
AI
72
Atria Investments
North Carolina
$13.6M +$12.1M +572,185 +557%
RCM
73
Rain Capital Management
Oregon
$13.4M +$14M +662,885 +10,398%
NA
74
NewEdge Advisors
Louisiana
$13.4M +$12.7M +602,305 +901%
TFA
75
Teamwork Financial Advisors
Texas
$12.5M +$12.3M +581,125 +1,348%

HDV Hedge Fund Activity: Q2 2022 in Review

731 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2022, worth a combined $7.66B — up 112% from $3.62B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new HDV positions and 42 closed out — a net gain of 128 holders — while 327 added to existing stakes and 120 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.23B. The largest seller was AE Wealth Management, cutting an estimated $63M.

  • 731 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2022, up from 611 in Q1 2022.
  • Funds reported $7.66B of iShares Core High Dividend ETF stock for Q2 2022, up 112% quarter-over-quarter.
  • 170 funds opened new iShares Core High Dividend ETF positions in Q2 2022 and 42 closed out, a net change of +128 holders.
  • The largest iShares Core High Dividend ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $1.23B added.
  • The largest iShares Core High Dividend ETF seller in Q2 2022 was AE Wealth Management, an estimated $63M sold.

Based on aggregated 13F filings for Q2 2022.