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HDV

iShares Core High Dividend ETF

611 hedge funds and large institutions have $3.62B invested in iShares Core High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 256 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

22,517% more call options, than puts

Call options by funds: $80.1M | Put options by funds: $354K

109% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 35

64% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 156

32% more funds holding in top 10

Funds holding in top 10: 2229 (+7)

27% more capital invested

Capital invested by funds: $2.86B → $3.62B (+$760M)

11.69% more ownership

Funds ownership: 190.17%201.86% (+12%)

5% more funds holding

Funds holding: 582611 (+29)

Holders
611
Holders Change
+29
Holders Change %
+4.98%
% of All Funds
9.64%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.46%
New
73
Increased
256
Reduced
156
Closed
35
Calls
$80.1M
Puts
$354K
Net Calls
+$79.7M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
76
Glenmede Trust
Pennsylvania
$7.42M +$1.76K +85 +0%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$7.34M +$4.45M +214,280 +171%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$7.31M +$7.1M +342,000 New
ST
79
Smithfield Trust
Pennsylvania
$7.17M -$208 -10 -0%
LFAS
80
Level Four Advisory Services
Texas
$7.06M +$66.3K +3,195 +1%
FWP
81
FAS Wealth Partners
Kansas
$7.06M +$172K +8,285 +3%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$6.72M +$68.5K +3,300 +1%
JWCA
83
J.W. Cole Advisors
Florida
$6.59M +$869K +41,870 +16%
JCM
84
Janney Capital Management
Pennsylvania
$6.34M -$54.2K -2,610 -0.9%
AF
85
Allworth Financial
California
$6.32M +$48.9K +2,355 +0.8%
MWM
86
Maltin Wealth Management
New Jersey
$6.32M +$864K +41,625 +16%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$6.27M -$1.11M -53,265 -15%
WANY
88
Wealthspire Advisors (New York)
New York
$5.89M +$2.44M +117,720 +75%
RA
89
RFG Advisory
Alabama
$5.7M +$2.16M +104,285 +64%
HWAM
90
Hennion & Walsh Asset Management
New Jersey
$5.58M -$645K -31,080 -11%
FP
91
Financial Perspectives
Minnesota
$5.2M +$234K +11,275 +5%
FWM
92
Forefront Wealth Management
Pennsylvania
$5.1M +$4.95M +238,535 New
ASFA
93
All Season Financial Advisors
Colorado
$4.97M +$4.82M +232,465 New
BSSFA
94
Baron Silver Stevens Financial Advisors
Florida
$4.9M -$501K -24,155 -10%
W
95
WealthOne
New York
$4.83M -$52.2K -2,515 -1%
SPC
96
Sigma Planning Corp
Michigan
$4.8M +$93K +4,480 +2%
CPIG
97
Chicago Partners Investment Group
Illinois
$4.73M +$3.7M +178,330 +392%
CIBC World Market
98
CIBC World Market
Ontario, Canada
$4.63M +$1.17M +56,270 +35%
BOPW
99
Brandywine Oak Private Wealth
Pennsylvania
$4.54M +$129K +6,205 +3%
SDAM
100
Shulman DeMeo Asset Management
New York
$4.53M -$242K -11,675 -5%

HDV Hedge Fund Activity: Q1 2022 in Review

611 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2022, worth a combined $3.62B — up 27% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HDV positions and 35 closed out — a net gain of 38 holders — while 256 added to existing stakes and 156 trimmed.

The largest buyer was Bank of America, adding an estimated $83.5M. The largest seller was Franklin Resources, cutting an estimated $21.4M.

  • 611 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2022, up from 582 in Q4 2021.
  • Funds reported $3.62B of iShares Core High Dividend ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 73 funds opened new iShares Core High Dividend ETF positions in Q1 2022 and 35 closed out, a net change of +38 holders.
  • The largest iShares Core High Dividend ETF buyer in Q1 2022 was Bank of America, an estimated $83.5M added.
  • The largest iShares Core High Dividend ETF seller in Q1 2022 was Franklin Resources, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2022.