iShares Core High Dividend ETF
706 hedge funds and large institutions have $6.34B invested in iShares Core High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 269 increasing their positions, 253 reducing their positions, and 76 closing their positions.
316% more call options, than puts
Call options by funds: $41.7M | Put options by funds: $10M
6% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 253
3% less funds holding
Funds holding: 731 → 706 (-25)
10.25% less ownership
Funds ownership: 303.47% → 293.23% (-10%)
14% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 76
17% less capital invested
Capital invested by funds: $7.66B → $6.34B (-$1.32B)
24% less funds holding in top 10
Funds holding in top 10: 54 → 41 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$346M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$95.7M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$66.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$39.2M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$454M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$157M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$130M |
| 4 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$105M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$40.4M |
HDV Hedge Fund Activity: Q3 2022 in Review
706 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2022, worth a combined $6.34B — down 17% from $7.66B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of HDV and 65 opened new positions — a net loss of 11 holders — while 253 trimmed existing stakes and 269 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $346M. The largest seller was Envestnet Asset Management, cutting an estimated $454M.
- 706 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2022, down from 731 in Q2 2022.
- Funds reported $6.34B of iShares Core High Dividend ETF stock for Q3 2022, down 17% quarter-over-quarter.
- 65 funds opened new iShares Core High Dividend ETF positions in Q3 2022 and 76 closed out, a net change of -11 holders.
- The largest iShares Core High Dividend ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $346M added.
- The largest iShares Core High Dividend ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $454M sold.
Based on aggregated 13F filings for Q3 2022.