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 %
IF
201
Ironwood Financial
Arizona
$1.84M +$103K +918 +6%
MSAM
202
Moloney Securities Asset Management
Missouri
$1.84M -$34.7K -309 -2%
Luther King Capital Management (LKCM)
203
Luther King Capital Management (LKCM)
Texas
$1.84M -$1.96M – –
GIA
204
Gladstone Institutional Advisory
Florida
$1.83M +$6.29K +56 +0.3%
OBWG
205
Onyx Bridge Wealth Group
New York
$1.83M +$1.12K +10 +0.1%
CAM
206
Cresset Asset Management
Illinois
$1.82M -$224K -1,993 -11%
WC
207
Woodstock Corp
Massachusetts
$1.82M – – –
AWM
208
Apex Wealth Management
New Hampshire
$1.81M +$1.81M +16,105 New
GPW
209
Genesis Private Wealth
Virginia
$1.8M +$1.8M +16,014 New
CAG
210
Csenge Advisory Group
Florida
$1.79M +$463K +4,126 +35%
JIP
211
Jaffetilchin Investment Partners
Florida
$1.77M +$68.7K +612 +4%
RIA
212
Regal Investment Advisors
Michigan
$1.77M -$43.7K -389 -2%
Bessemer Group
213
Bessemer Group
New Jersey
$1.76M -$78.6K -700 -4%
BWL
214
Bogart Wealth LLC
Virginia
$1.75M +$1.75M +15,632 New
RP
215
Raelipskie Partnership
Ontario, Canada
$1.73M -$234K -2,080 -12%
FG
216
Fiduciary Group
Georgia
$1.72M +$437K +3,890 +34%
OCBCO
217
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.71M -$173K -1,537 -9%
SWA
218
SOA Wealth Advisors
New York
$1.71M -$4.6K -41 -0.3%
RCAG
219
Rehmann Capital Advisory Group
Michigan
$1.7M -$38.3K -341 -2%
Focus Partners Wealth
220
Focus Partners Wealth
Massachusetts
$1.7M -$22.4M -199,207 -93%
KWM
221
Kingsview Wealth Management
Oregon
$1.7M +$88.6K +789 +5%
UCFA
222
United Capital Financial Advisors
Texas
$1.68M -$32.2K -287 -2%
WA
223
Wealth Alliance
New York
$1.63M +$1.63M +14,507 New
AFC
224
AFT Forsyth & Company
Florida
$1.62M -$57.1K -509 -3%
Citigroup
225
Citigroup
New York
$1.61M +$521K +4,637 +48%
7 8
9
10 11