HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

745 hedge funds and large institutions have $7.04B invested in iShares Core High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 71 closing their positions.

Holders
745
Holders Change
+43
Holders Change %
+6.13%
% of All Funds
12.02%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.86%
New
125
Increased
274
Reduced
235
Closed
71
Calls
$15.3M
Puts
$1.19M
Net Calls
+$14.1M
Net Calls Change
-$17.6M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$330M
2
Bank of America
2
Bank of America
North Carolina
$684M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$98.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$186M
5
Truist Financial
5
Truist Financial
North Carolina
$462M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$350K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$451M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$5.65M
4
LPL Financial
4
LPL Financial
California
$195M
5
Morgan Stanley
5
Morgan Stanley
New York
$351M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$684M 6,566,153 +1,291,687 +24%
Truist Financial
2
Truist Financial
North Carolina
$462M 4,436,283 +584,870 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$451M 4,328,111 -3,339,099 -44%
Morgan Stanley
4
Morgan Stanley
New York
$351M 3,371,829 -632,564 -16%
Wells Fargo
5
Wells Fargo
California
$330M 3,163,073 +1,351,161 +75%
UBS Group
6
UBS Group
Switzerland
$272M 2,610,914 +387,265 +17%
BlackRock
7
BlackRock
New York
$243M 2,331,991 -221,272 -9%
LPL Financial
8
LPL Financial
California
$195M 1,875,420 -875,054 -32%
Osaic Holdings
9
Osaic Holdings
Arizona
$186M 1,781,116 +683,878 +62%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$157M 1,510,305 +580,541 +62%
Ameriprise
11
Ameriprise
Minnesota
$157M 1,508,775 -519,746 -26%
MYLI
12
Meiji Yasuda Life Insurance
Japan
$128M 1,223,656 – –
M&T Bank
13
M&T Bank
New York
$114M 1,092,344 +247,510 +29%
SAM
14
Securian Asset Management
Minnesota
$104M 994,604 -29,645 -3%
CCMG
15
Clark Capital Management Group
Pennsylvania
$98.2M 941,834 +941,834 New
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$96.5M 926,219 -13,708 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$94.2M 903,748 +129,216 +17%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$81.4M 780,799 +27,784 +4%
B
19
Barings
North Carolina
$80.7M 774,204 +148,085 +24%
CH
20
CVS Health
Rhode Island
$65.1M 624,536 – –
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$63.3M 607,007 -294,208 -33%
Federated Hermes
22
Federated Hermes
Pennsylvania
$58.1M 557,761 +502,398 +907%
Allianz Asset Management
23
Allianz Asset Management
Germany
$57.8M 554,540 -102,350 -16%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$56.5M 541,725 -124,349 -19%
LIA
25
LBMC Investment Advisors
Tennessee
$53.2M 510,704 +2,326 +0.5%
1
2 3 4 5