iShares Core High Dividend ETF
748 hedge funds and large institutions have $7.05B invested in iShares Core High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 276 increasing their positions, 235 reducing their positions, and 71 closing their positions.
1,186% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $1.19M
76% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 71
32% more funds holding in top 10
Funds holding in top 10: 41 → 54 (+13)
17% more repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 235
11% more capital invested
Capital invested by funds: $6.34B → $7.05B (+$709M)
6% more funds holding
Funds holding: 706 → 748 (+42)
22.89% less ownership
Funds ownership: 293.23% → 270.34% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$138M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$132M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$96.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$70M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$59.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$355M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$342M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$118M |
| 4 |
LPL Financial
San Diego,
California
|
-$89.5M |
| 5 |
Morgan Stanley
New York
|
-$64.7M |
HDV Hedge Fund Activity: Q4 2022 in Review
748 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2022, worth a combined $7.05B — up 11% from $6.34B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new HDV positions and 71 closed out — a net gain of 54 holders — while 276 added to existing stakes and 235 trimmed.
The largest buyer was Wells Fargo, adding an estimated $138M. The largest seller was CFS Investment Advisory Services, cutting an estimated $355M.
- 748 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2022, up from 706 in Q3 2022.
- Funds reported $7.05B of iShares Core High Dividend ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 125 funds opened new iShares Core High Dividend ETF positions in Q4 2022 and 71 closed out, a net change of +54 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2022 was Wells Fargo, an estimated $138M added.
- The largest iShares Core High Dividend ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $355M sold.
Based on aggregated 13F filings for Q4 2022.