iShares Core High Dividend ETF
713 hedge funds and large institutions have $4.58B invested in iShares Core High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 241 increasing their positions, 279 reducing their positions, and 53 closing their positions.
3,321% more call options, than puts
Call options by funds: $103M | Put options by funds: $3.02M
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
6% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 53
3% less capital invested
Capital invested by funds: $4.73B → $4.58B (-$153M)
1% less funds holding
Funds holding: 721 → 713 (-8)
12.14% less ownership
Funds ownership: 230.85% → 218.71% (-12%)
14% less repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 279
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$52.1M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$27.4M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$21.4M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
+$17.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$304M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$146M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$54M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$20.4M |
| 5 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
-$16.1M |
HDV Hedge Fund Activity: Q1 2024 in Review
713 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2024, worth a combined $4.58B — down 3.2% from $4.73B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new HDV positions and 53 closed out — a net gain of 3 holders — while 241 added to existing stakes and 279 trimmed.
The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $52.1M. The largest seller was Morgan Stanley, cutting an estimated $304M.
- 713 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2024, down from 721 in Q4 2023.
- Funds reported $4.58B of iShares Core High Dividend ETF stock for Q1 2024, down 3.2% quarter-over-quarter.
- 56 funds opened new iShares Core High Dividend ETF positions in Q1 2024 and 53 closed out, a net change of +3 holders.
- The largest iShares Core High Dividend ETF buyer in Q1 2024 was Meiji Yasuda Life Insurance, an estimated $52.1M added.
- The largest iShares Core High Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $304M sold.
Based on aggregated 13F filings for Q1 2024.