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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
CCWA
176
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.84M -$1.56K -75 -0.1%
SWP
177
Stratos Wealth Partners
Ohio
$1.81M -$34.5K -1,660 -2%
AFC
178
AFT Forsyth & Company
Florida
$1.8M +$99.5K +4,795 +6%
IAG
179
Investment Advisory Group
Massachusetts
$1.79M +$726 +35 +0%
MSAM
180
Moloney Securities Asset Management
Missouri
$1.77M +$138K +6,645 +9%
LWA
181
Lenox Wealth Advisors
New York
$1.77M
ANTB
182
AMG National Trust Bank
Colorado
$1.77M -$5.19K -250 -0.3%
MFG
183
Merit Financial Group
Georgia
$1.76M -$115K -5,520 -6%
RFN
184
RDA Financial Network
Iowa
$1.76M +$13.6K +655 +0.8%
WC
185
Woodstock Corp
Massachusetts
$1.73M
LDFR
186
Lehman & Derafelo Financial Resources
Pennsylvania
$1.73M
BTWM
187
Baker Tilly Wealth Management
Wisconsin
$1.69M +$264K +12,740 +19%
Luther King Capital Management (LKCM)
188
Luther King Capital Management (LKCM)
Texas
$1.69M
DADC
189
D.A. Davidson & Co
Montana
$1.69M +$74.8K +3,605 +5%
UCFA
190
United Capital Financial Advisors
Texas
$1.67M -$47K -2,265 -3%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$1.63M +$458K +22,090 +41%
SC
192
SouthState Corp
Florida
$1.63M +$464K +22,360 +42%
1WA
193
180 Wealth Advisors
Washington
$1.62M -$20.4K -985 -1%
PIMG
194
Patriot Investment Management Group
Tennessee
$1.62M +$36.3K +1,750 +2%
EIP
195
Ellis Investment Partners
Pennsylvania
$1.61M +$60.8K +2,930 +4%
VFA
196
Valeo Financial Advisors
Indiana
$1.6M +$162K +7,790 +12%
KBFS
197
Kohmann Bosshard Financial Services
Ohio
$1.6M +$62.1K +2,990 +4%
Fidelity International
198
Fidelity International
Bermuda
$1.59M -$166K -7,985 -10%
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$1.57M -$53.1K -2,560 -3%
IF
200
Ironwood Financial
Arizona
$1.57M +$41.9K +2,020 +3%

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.