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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
MCM
201
MV Capital Management
Maryland
$1.54M +$176K +8,485 +13%
Millennium Management
202
Millennium Management
New York
$1.53M +$1.49M +71,650 New
TNBTD
203
Trustmark National Bank Trust Department
Mississippi
$1.53M -$44.1K -2,125 -3%
RWP
204
Ridgecrest Wealth Partners
California
$1.5M +$1.04K +50 +0.1%
RIA
205
Realta Investment Advisors
Delaware
$1.48M -$325K -15,635 -18%
IA
206
IFG Advisory
Georgia
$1.47M +$331K +15,965 +30%
MAS
207
Madden Advisory Services
Florida
$1.46M
NCM
208
NCM Capital Management
New Jersey
$1.46M +$16.1K +775 +1%
HR
209
Howe & Rusling
New York
$1.46M +$43.3K +2,085 +3%
SF
210
Synovus Financial
Georgia
$1.46M +$333K +16,040 +31%
VC
211
Vicus Capital
Pennsylvania
$1.46M +$662K +31,910 +88%
GIA
212
Gladstone Institutional Advisory
Florida
$1.45M +$725K +34,940 +106%
TWC
213
TD Waterhouse Canada
Ontario, Canada
$1.45M -$13K -625 -1%
NA
214
NewEdge Advisors
Louisiana
$1.43M +$11.3K +545 +0.8%
JIP
215
Jaffetilchin Investment Partners
Florida
$1.42M +$155K +7,485 +12%
SWA
216
SOA Wealth Advisors
New York
$1.42M +$42.8K +2,060 +3%
Marshall Wace
217
Marshall Wace
United Kingdom
$1.41M +$1.37M +66,135 New
PWW
218
Pettyjohn Wood & White
Virginia
$1.38M -$6.75K -325 -0.5%
Prudential Financial
219
Prudential Financial
New Jersey
$1.36M +$20.8K +1,000 +2%
HIA
220
Harbor Investment Advisory
Maryland
$1.36M +$44.6K +2,150 +3%
FHA
221
Flagship Harbor Advisors
Massachusetts
$1.35M -$127K -6,130 -9%
WA
222
Wambolt & Associates
Colorado
$1.35M -$41.4K -1,995 -3%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$1.34M -$92.9K -4,475 -7%
APWA
224
Atlas Private Wealth Advisors
New Jersey
$1.34M -$20.3K -980 -2%
SWM
225
Scissortail Wealth Management
Oklahoma
$1.33M +$1.31M +63,025 New

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.