HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

717 hedge funds and large institutions have $4.72B invested in iShares Core High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+23
Holders Change %
+3.31%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.37%
New
85
Increased
215
Reduced
291
Closed
53
Calls
$54.2M
Puts
$1.8M
Net Calls
+$52.4M
Net Calls Change
+$36.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$299M
2
Wells Fargo
Wells Fargo
California
+$90.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$43M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$34.6M
5
MSCM
McElhenny Sheffield Capital Management
Texas
+$16.1M

Top Sellers

1
KAM
Kensington Asset Management
Texas
-$39.6M
2
Bank of America
Bank of America
North Carolina
-$38.8M
3
B
Barings
North Carolina
-$31.4M
4
PP
Prudential plc
United Kingdom
-$28.2M
5
Truist Financial
Truist Financial
North Carolina
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
726
Allianz Asset Management
Germany
– -$7.91M -80,000 Closed
AWM
727
Accurate Wealth Management
Florida
– -$7.24M -73,332 Closed
SHJ
728
Sharkey, Howes & Javer
Colorado
– -$3.95M -39,943 Closed
PWM
729
Pacific Wealth Management
California
– -$3.85M -38,930 Closed
GCP
730
GSA Capital Partners
United Kingdom
– -$3.07M -30,999 Closed
AIC
731
Ayalon Insurance Company
Israel
– -$1.49M -14,925 Closed
PFGIA
732
Patriot Financial Group Insurance Agency
Massachusetts
– -$1.43M -14,455 Closed
MPW
733
MA Private Wealth
California
– -$1.15M -11,663 Closed
EIA
734
Eldridge Investment Advisors
New Hampshire
– -$1.05M -10,648 Closed
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
– -$1.01M -10,241 Closed
GAM
736
Gotham Asset Management
New York
– -$968K -9,786 Closed
CCFM
737
Clear Creek Financial Management
Washington
– -$935K -9,360 Closed
ASFA
738
All Season Financial Advisors
Colorado
– -$912K -9,218 Closed
DT
739
Diversified Trust
Tennessee
– -$810K -8,188 Closed
WAOTB
740
Wealth Advisors of Tampa Bay
Florida
– -$718K -7,264 Closed
MWM
741
Marion Wealth Management
Pennsylvania
– -$496K -5,017 Closed
KIA
742
KCM Investment Advisors
California
– -$452K -4,575 Closed
LWM
743
Liberty Wealth Management
California
– -$447K -4,524 Closed
MFS
744
Madrona Financial Services
Washington
– -$392K -3,959 Closed
PCWA
745
Pacific Capital Wealth Advisors
California
– -$314K -3,178 Closed
BSW
746
Buckingham Strategic Wealth
Missouri
– -$306K -3,094 Closed
CIA
747
Compass Ion Advisors
Pennsylvania
– -$301K -3,040 Closed
SCA
748
Sandy Cove Advisors
Massachusetts
– -$265K -2,678 Closed
FIA
749
FNY Investment Advisers
New York
– -$257K -2,600 Closed
GCM
750
Gallacher Capital Management
Colorado
– -$251K -2,534 Closed
28 29
30
31 32