iShares Core High Dividend ETF
612 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, 257 increasing their positions, 156 reducing their positions, and 35 closing their positions.
22,517% more call options, than puts
Call options by funds: $80.1M | Put options by funds: $354K
580% more capital inflows, than outflows
Capital inflows: $701M | Capital outflows: $103M
109% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 35
65% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 156
32% more funds holding in top 10
Funds holding in top 10: 22 → 29 (+7)
5% more funds holding
Funds holding: 583 → 612 (+29)
2.34% more ownership
Funds ownership: 38.03% → 40.37% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$83.5M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
+$70.1M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$55.5M |
| 4 |
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$49.3M |
| 5 |
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$21.4M |
| 2 |
Goldman Sachs
New York
|
-$10.8M |
| 3 |
WA
Wealthstar Advisors
Plano,
Texas
|
-$8.71M |
| 4 |
Keystone Financial Planning
Cleveland,
Ohio
|
-$6.68M |
| 5 |
Securian Asset Management
St Paul,
Minnesota
|
-$6.07M |
HDV Hedge Fund Activity: Q1 2022 in Review
612 of the 6,364 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 257 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.
- 612 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2022, up from 583 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.