We are live on ! Find out more
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
SWP
101
Summit Wealth Partners
Florida
$4.52M +$454K +21,860 +12%
TWA
102
TPB Wealth Advisors
Texas
$4.52M +$4.39M +211,370 New
PMG
103
ProVise Management Group
Florida
$4.51M +$1.88M +90,560 +75%
LAS
104
Lloyd Advisory Services
Georgia
$4.48M +$4.24M +204,520 +3,937%
ASN
105
Advisory Services Network
Georgia
$4.43M +$1.68M +80,825 +64%
EPWM
106
Essex Private Wealth Management
Massachusetts
$4.37M +$242K +11,665 +6%
CA
107
Cetera Advisors
Colorado
$4.36M +$372K +17,915 +10%
WFM
108
Wolff Financial Management
Michigan
$4.19M -$60.2K -2,900 -1%
SFG
109
Sowa Financial Group
Rhode Island
$4.1M -$41.1K -1,980 -1%
MBFW
110
Morton Brown Family Wealth
Pennsylvania
$4.09M -$207K -9,975 -5%
CL
111
COWA LLC
Oklahoma
$4.08M -$91.6K -4,415 -2%
SC
112
Scotia Capital
Ontario, Canada
$4.06M +$2.43M +117,305 +162%
LFP
113
Leeward Financial Partners
Washington
$4.01M -$231K -11,140 -6%
LNC
114
Lincoln National Corp
Pennsylvania
$3.93M +$775K +37,335 +25%
TA
115
Townsend & Associates
Colorado
$3.92M +$302K +14,540 +9%
NA
116
Nottingham Advisors
New York
$3.9M +$408K +19,660 +12%
EH
117
Equitable Holdings
New York
$3.84M +$34.2K +1,650 +0.9%
AWA
118
Arkadios Wealth Advisors
Georgia
$3.83M +$2.45M +118,025 +193%
MIAN
119
Mariner Independent Advisor Network
Kansas
$3.82M +$205K +9,875 +6%
KFP
120
Keystone Financial Planning
Ohio
$3.77M -$6.68M -321,735 -65%
JCM
121
J2 Capital Management
Michigan
$3.75M +$265K +12,780 +8%
ONB
122
Old National Bancorp
Indiana
$3.73M
CAL
123
Capital Advisors Ltd
Ohio
$3.68M +$7.78K +375 +0.2%
IA
124
IFP Advisors
Florida
$3.56M +$3.24M +156,320 +314%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$3.45M -$452K -21,770 -12%

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.