iShares Core High Dividend ETF
732 hedge funds and large institutions have $7.68B invested in iShares Core High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 327 increasing their positions, 120 reducing their positions, and 42 closing their positions.
368% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $3.44M
307% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 42
173% more repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 120
112% more capital invested
Capital invested by funds: $3.62B → $7.68B (+$4.06B)
101.7% more ownership
Funds ownership: 201.86% → 303.56% (+102%)
86% more funds holding in top 10
Funds holding in top 10: 29 → 54 (+25)
20% more funds holding
Funds holding: 611 → 732 (+121)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.23B |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$328M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$248M |
| 4 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$228M |
| 5 |
BlackRock
New York
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$63M |
| 2 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$26M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$22.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.99M |
| 5 |
Two Sigma Advisers
New York
|
-$8.96M |
HDV Hedge Fund Activity: Q2 2022 in Review
732 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2022, worth a combined $7.68B — up 112% from $3.62B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new HDV positions and 42 closed out — a net gain of 129 holders — while 327 added to existing stakes and 120 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.23B. The largest seller was AE Wealth Management, cutting an estimated $63M.
- 732 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2022, up from 611 in Q1 2022.
- Funds reported $7.68B of iShares Core High Dividend ETF stock for Q2 2022, up 112% quarter-over-quarter.
- 171 funds opened new iShares Core High Dividend ETF positions in Q2 2022 and 42 closed out, a net change of +129 holders.
- The largest iShares Core High Dividend ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $1.23B added.
- The largest iShares Core High Dividend ETF seller in Q2 2022 was AE Wealth Management, an estimated $63M sold.
Based on aggregated 13F filings for Q2 2022.