iShares Core High Dividend ETF
707 hedge funds and large institutions have $6.35B invested in iShares Core High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 269 increasing their positions, 254 reducing their positions, and 76 closing their positions.
316% more call options, than puts
Call options by funds: $41.7M | Put options by funds: $10M
6% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 254
3% less funds holding
Funds holding: 732 → 707 (-25)
14% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 76
17% less capital invested
Capital invested by funds: $7.68B → $6.35B (-$1.33B)
24.01% less ownership
Funds ownership: 303.56% → 279.56% (-24%)
24% less funds holding in top 10
Funds holding in top 10: 54 → 41 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$95.7M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$66.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$39.2M |
| 4 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$31.6M |
| 5 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$454M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$157M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$130M |
| 4 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$105M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$40.4M |
HDV Hedge Fund Activity: Q3 2022 in Review
707 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2022, worth a combined $6.35B — down 17% from $7.68B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of HDV and 65 opened new positions — a net loss of 11 holders — while 254 trimmed existing stakes and 269 added.
The largest buyer was Bank of America, adding an estimated $95.7M. The largest seller was Envestnet Asset Management, cutting an estimated $454M.
- 707 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2022, down from 732 in Q2 2022.
- Funds reported $6.35B of iShares Core High Dividend ETF stock for Q3 2022, down 17% quarter-over-quarter.
- 65 funds opened new iShares Core High Dividend ETF positions in Q3 2022 and 76 closed out, a net change of -11 holders.
- The largest iShares Core High Dividend ETF buyer in Q3 2022 was Bank of America, an estimated $95.7M added.
- The largest iShares Core High Dividend ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $454M sold.
Based on aggregated 13F filings for Q3 2022.