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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
NC
776
NewSquare Capital
Pennsylvania
$13 – – –
CMA
777
Cedar Mountain Advisors
Oregon
$2 – – –
CCMG
778
Clark Capital Management Group
Pennsylvania
– -$128M -5,443,585 Closed
CH
779
CVS Health
Rhode Island
– -$32.1M -1,365,550 Closed
Allianz Asset Management
780
Allianz Asset Management
Germany
– -$7.99M -339,500 Closed
Prudential Financial
781
Prudential Financial
New Jersey
– -$6.27M -266,700 Closed
SWM
782
SigFig Wealth Management
California
– -$5.01M -213,895 Closed
N
783
Nuveen
North Carolina
– -$4.55M -193,250 Closed
CWA
784
Centennial Wealth Advisory
Michigan
– -$3.83M -163,010 Closed
ATS
785
Ashton Thomas Securities
New York
– -$1.8M -76,350 Closed
KAM
786
Kensington Asset Management
Texas
– -$1.47M -62,500 Closed
CRI
787
Colonial River Investments
Virginia
– -$1.12M -47,690 Closed
NCFG
788
New Century Financial Group
New Jersey
– -$912K -38,775 Closed
KFS
789
Kelly Financial Services
Massachusetts
– -$891K -37,860 Closed
TCMP
790
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$875K -37,195 Closed
ADL
791
Asset Dedication LLC
California
– -$726K -30,870 Closed
CWP
792
Curated Wealth Partners
California
– -$687K -29,220 Closed
MIS
793
Morningstar Investment Services
Illinois
– -$676K -28,875 Closed
ARC
794
Advisor Resource Council
Texas
– -$586K -24,890 Closed
PIM
795
Parker Investment Management
California
– -$468K -19,900 Closed
SC
796
Sykon Capital
New York
– -$409K -17,375 Closed
FTUS
797
Flow Traders U.S.
New York
– -$400K -17,020 Closed
SAM
798
Silvercrest Asset Management
New York
– -$392K -16,680 Closed
AG
799
Ascent Group
Virginia
– -$384K -16,305 Closed
GVAG
800
Great Valley Advisor Group
Delaware
– -$369K -15,690 Closed
30 31
32
33 34

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.