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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
5L
126
55I LLC
Massachusetts
$3.4M -$611K -29,420 -16%
FFG
127
Frisch Financial Group
New York
$3.37M -$86.1K -4,150 -3%
IWM
128
IHT Wealth Management
Illinois
$3.26M -$145K -6,990 -4%
HF
129
HRT Financial
New York
$3.23M -$1.23M -59,170 -28%
EWM
130
Evercore Wealth Management
New York
$3.21M
CCG
131
Chatham Capital Group
Georgia
$3.21M -$31.1K -1,500 -1%
Kayne Anderson Rudnick Investment Management
132
Kayne Anderson Rudnick Investment Management
California
$3.18M +$131K +6,300 +4%
FA
133
FC Advisory
Pennsylvania
$3.17M -$46.3K -2,230 -1%
NFC
134
Northeast Financial Consultants
Connecticut
$3.17M
AAP
135
Arax Advisory Partners
Colorado
$3.14M +$1.98M +95,415 +186%
DWMG
136
DB Wealth Management Group
California
$3.13M +$1.2M +58,040 +66%
PPW
137
Pinnacle Private Wealth
Massachusetts
$3.09M +$102K +4,900 +4%
Cerity Partners
138
Cerity Partners
New York
$3.02M +$2.93M +141,225 New
SFG
139
Summit Financial Group
West Virginia
$3.01M +$67.6K +3,255 +2%
WWM
140
Western Wealth Management
Colorado
$2.98M +$1.92M +92,485 +197%
ASBI
141
American State Bank (Iowa)
Iowa
$2.97M +$116K +5,605 +4%
ISWM
142
Independent Solutions Wealth Management
New York
$2.9M +$139K +6,680 +5%
CFS
143
CRA Financial Services
New Jersey
$2.88M +$18.1K +870 +0.7%
RIA
144
Regal Investment Advisors
Michigan
$2.83M +$71.4K +3,440 +3%
CFA
145
Cahill Financial Advisors
Minnesota
$2.8M +$292K +14,090 +12%
PA
146
Parallel Advisors
California
$2.72M +$30.5K +1,470 +1%
SFWC
147
Strategic Family Wealth Counselors
New Jersey
$2.65M -$47.7K -2,300 -2%
FEM
148
Fulcrum Equity Management
Texas
$2.65M +$2.57M +123,770 New
SSA
149
Schonfeld Strategic Advisors
New York
$2.53M +$2.46M +118,500 New
CA
150
Calton & Associates
Florida
$2.46M +$2.39M +115,050 New

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.