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HDV

iShares Core High Dividend ETF
HDV

733 hedge funds and large institutions have $5.52B invested in iShares Core High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 273 increasing their positions, 218 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,368% more call options, than puts

Call options by funds: $96.7M | Put options by funds: $6.59M

84% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 44

26% more capital invested

Capital invested by funds: $4.37B → $5.52B (+$1.14B)

25% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 218

22.96% more ownership

Funds ownership: 216.34% → 239.3% (+23%)

4% more funds holding

Funds holding: 702 → 733 (+31)

5% less funds holding in top 10

Funds holding in top 10: 22 → 21 (-1)

Holders
733
Holders Change
+31
Holders Change %
+4.42%
% of All Funds
10.53%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
273
Reduced
218
Closed
44
Calls
$96.7M
Puts
$6.59M
Net Calls
+$90.1M
Net Calls Change
-$7.22M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$317M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$125M
3
BCI
Brinker Capital Investments
Pennsylvania
+$43.3M
4
OPS
Orion Portfolio Solutions
Nebraska
+$43.3M
5
IAIM
International Assets Investment Management
Florida
+$32M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$43.1M
2
GWM
GDS Wealth Management
Texas
-$19.1M
3
Bank of America
Bank of America
North Carolina
-$7M
4
PWA
Phoenix Wealth Advisors
North Carolina
-$6.8M
5
Truist Financial
Truist Financial
North Carolina
-$6.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
751
D.E. Shaw & Co
New York
– -$349K -16,060 Closed
BJL
752
Brighton Jones LLC
Washington
– -$314K -14,430 Closed
Millennium Management
753
Millennium Management
New York
– -$312K -14,360 Closed
EA
754
Everpar Advisors
Oklahoma
– -$300K -13,820 Closed
MHI
755
Miller Howard Investments
New York
– -$298K -13,720 Closed
FIM
756
Fernwood Investment Management
Massachusetts
– -$294K -13,505 Closed
HP
757
Holistic Planning
Texas
– -$287K -13,015 Closed
AFP
758
Alpha Financial Partners
Kentucky
– -$281K -12,925 Closed
WI
759
Wintrust Investments
Illinois
– -$276K -12,705 Closed
KCM
760
Kathmere Capital Management
Pennsylvania
– -$272K -12,500 Closed
WA
761
Wambolt & Associates
Colorado
– -$271K -12,500 Closed
CCG
762
Capital CS Group
California
– -$228K -10,475 Closed
CGA
763
Crescent Grove Advisors
Illinois
– -$224K -10,285 Closed
MCCA
764
Mill Creek Capital Advisors
Pennsylvania
– -$221K -10,175 Closed
CCA
765
Childress Capital Advisors
Texas
– -$217K -10,000 Closed
LWM
766
Liberty Wealth Management
California
– -$212K -9,855 Closed
EP
767
Edgestream Partners
New Jersey
– -$207K -9,530 Closed
SW
768
Simplicity Wealth
New Jersey
– -$205K -9,450 Closed
MW
769
Maia Wealth
Colorado
– -$200K -9,080 Closed
NRG
770
Nemes Rush Group
Michigan
– -$173K -7,940 Closed
HFS
771
Hantz Financial Services
Michigan
– -$48K -2,200 Closed
CCM
772
Chilton Capital Management
Texas
– -$32.6K -1,500 Closed
WIA
773
Wetzel Investment Advisors
Indiana
– -$28.1K -1,275 Closed
ATPW
774
Ashton Thomas Private Wealth
Arizona
– -$14.8K -680 Closed
RS
775
Rakuten Securities
Japan
– -$12.4K -570 Closed
28 29 30
31
32

HDV Hedge Fund Activity: Q3 2024 in Review

733 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2024, worth a combined $5.52B — up 26% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HDV positions and 44 closed out — a net gain of 37 holders — while 273 added to existing stakes and 218 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $317M. The largest seller was Strategic Financial Concepts, cutting an estimated $43.1M.

  • 733 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2024, up from 702 in Q2 2024.
  • Funds reported $5.52B of iShares Core High Dividend ETF stock for Q3 2024, up 26% quarter-over-quarter.
  • 81 funds opened new iShares Core High Dividend ETF positions in Q3 2024 and 44 closed out, a net change of +37 holders.
  • The largest iShares Core High Dividend ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $317M added.
  • The largest iShares Core High Dividend ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2024.