HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

764 hedge funds and large institutions have $4.86B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 240 increasing their positions, 265 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+36
Holders Change %
+4.95%
% of All Funds
10.17%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
108
Increased
240
Reduced
265
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$234M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.9M
3
CA
3
CSM Advisors
Pennsylvania
$51.8M
4
LPL Financial
4
LPL Financial
California
$267M
5
Bank of America
5
Bank of America
North Carolina
$527M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$78.3M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
BCI
3
Brinker Capital Investments
Pennsylvania
$10.8M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$10.8M
5
CH
5
CVS Health
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
176
Scotia Capital
Ontario, Canada
$2.26M +$10.6K +94 +0.5%
NG
177
Norden Group
Utah
$2.23M +$24.1K +215 +1%
SWP
178
Sagespring Wealth Partners
Tennessee
$2.2M +$2.2M +19,606 New
LA
179
Lane & Associates
New Jersey
$2.19M -$244K -2,128 -10%
WTC
180
WhitTier Trust Company
Nevada
$2.17M -$12.1K -108 -0.6%
CL
181
Choreo LLC
Illinois
$2.16M +$56.2K +501 +3%
Citadel Advisors
182
Citadel Advisors
Florida
$2.15M +$540K +4,814 +34%
SFS
183
Sowell Financial Services
Arkansas
$2.15M -$186K -1,661 -8%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$2.15M +$221K +1,971 +11%
LSWP
185
Liberty Square Wealth Partners
Pennsylvania
$2.12M +$2.12M +18,125 New
AAG
186
Armstrong Advisory Group
Massachusetts
$2.08M +$198K +1,767 +11%
TCM
187
TruNorth Capital Management
Michigan
$2.08M – – –
AWC
188
Abundance Wealth Counselors
Pennsylvania
$2.07M +$1.54M +13,734 +295%
HI
189
Harbour Investments
Wisconsin
$2.05M +$1.08M +9,653 +112%
TCA
190
Transcend Capital Advisors
New Jersey
$2.04M +$78.5K +699 +4%
IAG
191
Investment Advisory Group
Massachusetts
$2.03M -$8.31K -74 -0.4%
PWA
192
Provenance Wealth Advisors
Florida
$2.03M – – –
SWP
193
Stratos Wealth Partners
Ohio
$2.02M -$590K -5,255 -23%
NFG
194
Nations Financial Group
Iowa
$2.02M -$77.5K -690 -4%
CBT
195
Crews Bank & Trust
Florida
$2.01M +$2.01M +17,882 New
AF
196
Allworth Financial
California
$1.99M -$152K -1,333 -7%
CCWA
197
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.91M +$561 +5 +0%
FTS
198
Fifth Third Securities
Ohio
$1.87M +$32K +285 +2%
WWM
199
Western Wealth Management
Colorado
$1.87M -$5.16K -46 -0.3%
HA
200
HFG Advisors
Ohio
$1.86M -$14.5K -129 -0.8%
6 7
8
9 10