HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

698 hedge funds and large institutions have $4.36B invested in iShares Core High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 232 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
-11
Holders Change %
-1.55%
% of All Funds
10.15%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.31%
New
48
Increased
232
Reduced
258
Closed
49
Calls
$97.6M
Puts
$250K
Net Calls
+$97.3M
Net Calls Change
-$2.96M

Top Buyers

1
LPL Financial
LPL Financial
California
$214M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$61.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$17.1M
4
BWA
Beam Wealth Advisors
Louisiana
$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$17.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$133M
2
WAM
WNY Asset Management
New York
$227K
3
Truist Financial
Truist Financial
North Carolina
$70.7M
4
Wells Fargo
Wells Fargo
California
$129M
5
Osaic Holdings
Osaic Holdings
Arizona
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
726
Able Wealth Management
New Jersey
– -$249K -2,258 Closed
C1AG
727
Client 1st Advisory Group
Florida
– -$248K -2,251 Closed
PPP
728
Private Portfolio Partners
New Jersey
– -$243K -2,204 Closed
LMKC
729
L.M. Kohn & Company
Ohio
– -$242K -2,200 Closed
QPWM
730
Quadrant Private Wealth Management
Pennsylvania
– -$238K -2,158 Closed
Koshinski Asset Management
731
Koshinski Asset Management
Illinois
– -$232K -2,102 Closed
RF
732
RHS Financial
California
– -$225K -2,039 Closed
RWMH
733
Riverpoint Wealth Management Holdings
Illinois
– -$225K -2,039 Closed
AIA
734
Armor Investment Advisors
North Carolina
– -$202K -1,834 Closed
FMC
735
First Merchants Corp
Indiana
– -$202K -1,831 Closed
SSWM
736
Smith Salley Wealth Management
North Carolina
– -$201K -1,827 Closed
WIC
737
Woodmont Investment Counsel
Tennessee
– -$201K -1,825 Closed
PAM
738
Palisade Asset Management
Minnesota
– -$175K -1,589 Closed
WAG
739
Wiser Advisor Group
Arizona
– -$85.7K -778 Closed
Fifth Third Bancorp
740
Fifth Third Bancorp
Ohio
– -$82.7K -750 Closed
MWM
741
Mascoma Wealth Management
New Hampshire
– -$66.1K -600 Closed
JPWM
742
Jamison Private Wealth Management
Georgia
– -$57.8K -525 Closed
CWA
743
Core Wealth Advisors
Florida
– -$54.4K -493 Closed
MAM
744
MMA Asset Management
Pennsylvania
– -$52.1K -473 Closed
TAM
745
Tucker Asset Management
Colorado
– -$36K -327 Closed
EWA
746
Elevate Wealth Advisory
Georgia
– -$32.6K -296 Closed
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
– -$11.9K -108 Closed
ACA
748
American Capital Advisory
Idaho
– -$4.07K -40 Closed
NIC
749
Northwest Investment Counselors
Oregon
– -$1.55K -14 Closed
RCM
750
Raleigh Capital Management
North Carolina
– -$72 -1 Closed
26 27 28 29
30