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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
LA
801
Latitude Advisors
Florida
– -$335K -14,260 Closed
Renaissance Technologies
802
Renaissance Technologies
New York
– -$294K -12,500 Closed
1IA
803
1834 Investment Advisors
Wisconsin
– -$273K -11,605 Closed
BP
804
BBR Partners
New York
– -$264K -11,225 Closed
TA
805
TFB Advisors
Kansas
– -$253K -10,775 Closed
UCMOK
806
United Capital Management of KS
Kansas
– -$246K -10,435 Closed
MW
807
Marcum Wealth
Ohio
– -$240K -10,215 Closed
CFG
808
Clayton Financial Group
Missouri
– -$235K -10,005 Closed
BFG
809
Beacon Financial Group
Texas
– -$229K -9,755 Closed
WAM
810
WNY Asset Management
New York
– -$223K -9,490 Closed
UAG
811
United Advisor Group
Ohio
– -$220K -9,355 Closed
BTWM
812
Baker Tilly Wealth Management
Wisconsin
– -$219K -9,300 Closed
MSFS
813
Main Street Financial Solutions
Pennsylvania
– -$217K -9,240 Closed
ICMM
814
Integrated Capital Management (Michigan)
Michigan
– -$213K -9,070 Closed
FHB
815
First Hawaiian Bank
Hawaii
– -$209K -8,895 Closed
HW
816
Hancock Whitney
Mississippi
– -$209K -8,890 Closed
WC
817
Waterloo Capital
Texas
– -$209K -8,875 Closed
RRA
818
Round Rock Advisors
Connecticut
– -$208K -8,855 Closed
ACM
819
Absolute Capital Management
Pennsylvania
– -$208K -8,820 Closed
AIA
820
AIMZ Investment Advisors
California
– -$206K -8,750 Closed
CRC
821
Curi RMB Capital
Illinois
– -$206K -8,750 Closed
RWP
822
RWA Wealth Partners
Massachusetts
– -$202K -8,580 Closed
HGA
823
Hobbs Group Advisors
South Carolina
– -$90.1K -3,830 Closed
CPA
824
Clear Point Advisors
New York
– -$66.3K -2,820 Closed
BF
825
BOK Financial
Oklahoma
– -$59K -2,500 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.