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HDV

iShares Core High Dividend ETF
HDV

748 hedge funds and large institutions have $7.05B invested in iShares Core High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 276 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,186% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $1.19M

76% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 71

32% more funds holding in top 10

Funds holding in top 10: 41 → 54 (+13)

17% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 235

11% more capital invested

Capital invested by funds: $6.34B → $7.05B (+$709M)

6% more funds holding

Funds holding: 706 → 748 (+42)

22.89% less ownership

Funds ownership: 293.23% → 270.34% (-23%)

Holders
748
Holders Change
+42
Holders Change %
+5.95%
% of All Funds
12.02%
Holding in Top 10
54
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+31.71%
% of All Funds
0.87%
New
125
Increased
276
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
+$138M
2
Bank of America
Bank of America
North Carolina
+$132M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$96.4M
4
Osaic Holdings
Osaic Holdings
Arizona
+$70M
5
Truist Financial
Truist Financial
North Carolina
+$59.8M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$355M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$342M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$118M
4
LPL Financial
LPL Financial
California
-$89.5M
5
Morgan Stanley
Morgan Stanley
New York
-$64.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
801
Hanlon Investment Management
New Jersey
– -$254K -13,885 Closed
BBHC
802
Brown Brothers Harriman & Co
New York
– -$229K -12,525 Closed
BJL
803
Brighton Jones LLC
Washington
– -$226K -12,385 Closed
SWM
804
Selective Wealth Management
Virginia
– -$222K -12,150 Closed
AFP
805
Ausdal Financial Partners
Iowa
– -$213K -11,665 Closed
HI
806
Human Investing
Oregon
– -$210K -11,510 Closed
GWSG
807
GPS Wealth Strategies Group
Colorado
– -$96K -5,250 Closed
EW
808
Evoke Wealth
California
– -$95K -5,225 Closed
GWM
809
Grand Wealth Management
Michigan
– -$84K -4,590 Closed
HGERS
810
Householder Group Estate & Retirement Specialist
Arizona
– -$73K -4,035 Closed
WB
811
West Bancorporation
Iowa
– -$73K -3,995 Closed
Simplex Trading
812
Simplex Trading
Illinois
– -$56K -3,100 Closed
CAAS
813
Capital Asset Advisory Services
Michigan
– -$42K -2,305 Closed
PFA
814
Professional Financial Advisors
Nebraska
– -$40K -2,205 Closed
FA
815
Fortis Advisors
Pennsylvania
– -$34K -1,850 Closed
CG
816
Cutler Group
California
– -$30.7K -1,500 Closed
PFT
817
Providence First Trust
Arizona
– -$25K -1,350 Closed
AWM
818
Avior Wealth Management
Nebraska
– -$16K -915 Closed
CB
819
CNB Bank
Pennsylvania
– -$15K -830 Closed
CTC
820
Central Trust Company
Missouri
– -$14K -750 Closed
HWM
821
HighMark Wealth Management
Minnesota
– -$6K -340 Closed
NC
822
NewSquare Capital
Pennsylvania
– -$6K -305 Closed
AWM
823
Abound Wealth Management
Tennessee
– -$4.11K -225 Closed
29 30 31 32
33

HDV Hedge Fund Activity: Q4 2022 in Review

748 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2022, worth a combined $7.05B — up 11% from $6.34B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new HDV positions and 71 closed out — a net gain of 54 holders — while 276 added to existing stakes and 235 trimmed.

The largest buyer was Wells Fargo, adding an estimated $138M. The largest seller was CFS Investment Advisory Services, cutting an estimated $355M.

  • 748 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2022, up from 706 in Q3 2022.
  • Funds reported $7.05B of iShares Core High Dividend ETF stock for Q4 2022, up 11% quarter-over-quarter.
  • 125 funds opened new iShares Core High Dividend ETF positions in Q4 2022 and 71 closed out, a net change of +54 holders.
  • The largest iShares Core High Dividend ETF buyer in Q4 2022 was Wells Fargo, an estimated $138M added.
  • The largest iShares Core High Dividend ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2022.