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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
EFSCE
151
Enterprise Financial Services Corp (EFSC)
Missouri
$2.37M -$32.2K -1,550 -1%
TA
152
Tiedemann Advisors
New York
$2.37M +$2.3M +110,855 New
CS
153
Comerica Securities
Michigan
$2.36M +$947K +45,625 +70%
SI
154
Stephens Inc
Arkansas
$2.35M -$124K -5,990 -5%
FAIM
155
Financial Advocates Investment Management
Washington
$2.3M +$722K +34,800 +48%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$2.29M +$918K +44,245 +70%
Jane Street
157
Jane Street
New York
$2.23M +$1.85M +89,295 +590%
AA
158
Ancora Advisors
Ohio
$2.22M +$1.14K +55 +0.1%
AI
159
Atria Investments
North Carolina
$2.2M +$383K +18,435 +22%
Renaissance Technologies
160
Renaissance Technologies
New York
$2.19M -$1.27M -61,000 -37%
WMA
161
Wealth Management Associates
New Jersey
$2.17M -$6.64K -320 -0.3%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$2.16M +$362K +17,435 +21%
MFA
163
Mayflower Financial Advisors
Massachusetts
$2.12M +$32.4K +1,560 +2%
TCMP
164
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.12M +$164K +7,915 +9%
KA
165
Klingman & Associates
New York
$2.06M +$112K +5,390 +6%
HA
166
HFG Advisors
Ohio
$2.05M -$122K -5,855 -6%
AF
167
AtlasMark Financial
Texas
$2.03M +$31K +1,495 +2%
AIM
168
Allen Investment Management
New York
$2M +$1.95M +93,780 New
HNWAG
169
High Net Worth Advisory Group
Florida
$2M +$1.04K +50 +0.1%
AC
170
Avestar Capital
New York
$1.9M +$809K +39,000 +78%
CPA
171
Court Place Advisors
Maryland
$1.9M -$31.1K -1,500 -2%
APA
172
American Portfolios Advisors
New York
$1.89M +$79.7K +3,840 +5%
NFG
173
Nations Financial Group
Iowa
$1.88M +$35.7K +1,720 +2%
William Blair & Company
174
William Blair & Company
Illinois
$1.88M +$41.6K +2,005 +2%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$1.84M +$1.01M +48,535 +129%

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.