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HDV

iShares Core High Dividend ETF
HDV

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
772
Holders Change
+39
Holders Change %
+5.32%
% of All Funds
10.17%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
111
Increased
243
Reduced
266
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$104M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$29.7M
3
CA
CSM Advisors
Pennsylvania
+$27.1M
4
LPL Financial
LPL Financial
California
+$16.9M
5
Bank of America
Bank of America
North Carolina
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$328M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$128M
3
BCI
Brinker Capital Investments
Pennsylvania
-$45.1M
4
OPS
Orion Portfolio Solutions
Nebraska
-$45.1M
5
IAIM
International Assets Investment Management
Florida
-$32.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
751
Edmond de Rothschild Holding
Switzerland
$4.94K +$5.17K +220 New
TAM
752
Townsend Asset Management
North Carolina
$4.28K – – –
BTI
753
Blue Trust Inc
Georgia
$3.9K +$4.11K +175 New
PSFG
754
Park Square Financial Group
Georgia
$3.82K +$3.99K +170 New
GI
755
GAMMA Investing
California
$3.59K – – –
PGAM
756
Princeton Global Asset Management
New Jersey
$3.59K – – –
SVCP
757
Silicon Valley Capital Partners
California
$3.48K – – –
CAM
758
Costello Asset Management
Pennsylvania
$3.44K +$117 +5 +3%
NWWA
759
New Wave Wealth Advisors
Arkansas
$3.37K +$3.52K +150 New
BWM
760
Bernard Wealth Management
Michigan
$2.92K +$3.06K +130 New
KIM
761
Kestra Investment Management
Texas
$2.55K +$2.7K +115 New
EBA
762
Eagle Bay Advisors
New York
$2.02K – – –
GC
763
Gould Capital
Washington
$2.02K – – –
RMC
764
Resources Management Corp
Connecticut
$2K -$5.87K -250 -71%
MHIP
765
Mountain Hill Investment Partners
New Jersey
$1.78K +$1.88K +80 New
DSC
766
Duncker Streett & Co
Missouri
$1.57K – – –
NS
767
NBC Securities
Alabama
$1.53K -$859K -36,570 -100%
IHWM
768
Iron Horse Wealth Management
Iowa
$1.15K – – –
TRCT
769
Tower Research Capital (TRC)
New York
$786 +$705 +30 +600%
MCM
770
Mainstream Capital Management
California
$786 +$822 +35 New
HC
771
Hurley Capital
New York
$576 +$587 +25 New
NRG
772
Nemes Rush Group
Michigan
$561 +$587 +25 New
GCS
773
Gordian Capital (Singapore)
Singapore
$558 – – –
RWS
774
Retirement Wealth Solutions
Wisconsin
$56 +$117 +5 New
GM
775
GeoWealth Management
Illinois
$36 -$15.7K -670 Closed
29 30
31
32 33

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.