iShares Core High Dividend ETF
772 hedge funds and large institutions have $4.87B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 243 increasing their positions, 266 reducing their positions, and 54 closing their positions.
646% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $1.38M
106% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 54
5% more funds holding
Funds holding: 733 → 772 (+39)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
9% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 266
12% less capital invested
Capital invested by funds: $5.52B → $4.87B (-$646M)
17.19% less ownership
Funds ownership: 239.3% → 222.11% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$104M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$29.7M |
| 3 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$27.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$16.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$328M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$128M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$45.1M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$45.1M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$32.8M |
HDV Hedge Fund Activity: Q4 2024 in Review
772 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2024, worth a combined $4.87B — down 12% from $5.52B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new HDV positions and 54 closed out — a net gain of 57 holders — while 243 added to existing stakes and 266 trimmed.
The largest buyer was Wells Fargo, adding an estimated $104M. The largest seller was Envestnet Asset Management, cutting an estimated $328M.
- 772 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2024, up from 733 in Q3 2024.
- Funds reported $4.87B of iShares Core High Dividend ETF stock for Q4 2024, down 12% quarter-over-quarter.
- 111 funds opened new iShares Core High Dividend ETF positions in Q4 2024 and 54 closed out, a net change of +57 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2024 was Wells Fargo, an estimated $104M added.
- The largest iShares Core High Dividend ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $328M sold.
Based on aggregated 13F filings for Q4 2024.