HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

745 hedge funds and large institutions have $7.04B invested in iShares Core High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+43
Holders Change %
+6.13%
% of All Funds
12.02%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.86%
New
125
Increased
274
Reduced
235
Closed
71
Calls
$15.3M
Puts
$1.19M
Net Calls
+$14.1M
Net Calls Change
-$17.6M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$330M
2
Bank of America
Bank of America
North Carolina
$684M
3
CCMG
Clark Capital Management Group
Pennsylvania
$98.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$186M
5
Truist Financial
Truist Financial
North Carolina
$462M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$350K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$451M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5.65M
4
LPL Financial
LPL Financial
California
$195M
5
Morgan Stanley
Morgan Stanley
New York
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
751
Two Sigma Advisers
New York
– -$11.8M -129,700 Closed
NEAM
752
New England Asset Management
Connecticut
– -$10.6M -116,000 Closed
HF
753
HRT Financial
New York
– -$7.14M -78,211 Closed
WWG
754
West Wealth Group
California
– -$4.53M -49,617 Closed
SFS
755
Security Financial Services
Indiana
– -$4.32M -47,331 Closed
APW
756
Austin Private Wealth
Texas
– -$4.14M -45,323 Closed
IWA
757
Icon Wealth Advisors
Texas
– -$4.11M -45,030 Closed
PFG
758
PAX Financial Group
Texas
– -$3.98M -43,550 Closed
SWP
759
ShoreHaven Wealth Partners
New Jersey
– -$3.25M -35,586 Closed
FTUS
760
Flow Traders U.S.
New York
– -$3.14M -34,350 Closed
SHIM
761
Stone House Investment Management
Pennsylvania
– -$3.13M -34,299 Closed
TSA
762
Tri-Star Advisors
Texas
– -$2.88M -30,355 Closed
OAP
763
One Advisory Partners
Kansas
– -$2.37M -25,924 Closed
I
764
INVST
Indiana
– -$2.29M -24,361 Closed
PWA
765
Physician Wealth Advisors
Utah
– -$2.35M -24,209 Closed
TF
766
Trek Financial
Arizona
– -$1.9M -20,836 Closed
AR
767
Apeiron RIA
Texas
– -$1.92M -20,467 Closed
MCIA
768
Mountain Capital Investment Advisors
Colorado
– -$1.28M -13,241 Closed
SPAS
769
Spectrum Planning & Advisory Services
California
– -$1.13M -12,325 Closed
SL
770
Sentinus LLC
Illinois
– -$1.58M -12,155 Closed
PWMG
771
Provence Wealth Management Group
California
– -$1.09M -11,932 Closed
ACM
772
Absolute Capital Management
Pennsylvania
– -$1.09M -11,870 Closed
FWP
773
Firethorn Wealth Partners
Georgia
– -$966K -10,585 Closed
MYIA
774
Mount Yale Investment Advisors
Colorado
– -$928K -10,170 Closed
BFA
775
BMS Financial Advisors
South Dakota
– -$895K -9,803 Closed
29 30
31
32 33