iShares Core High Dividend ETF
750 hedge funds and large institutions have $7.05B invested in iShares Core High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 277 increasing their positions, 235 reducing their positions, and 71 closing their positions.
1,186% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $1.19M
77% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 71
32% more funds holding in top 10
Funds holding in top 10: 41 → 54 (+13)
18% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 235
11% more capital invested
Capital invested by funds: $6.35B → $7.05B (+$703M)
6% more funds holding
Funds holding: 707 → 750 (+43)
9.06% less ownership
Funds ownership: 279.56% → 270.49% (-9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$138M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$132M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$96.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$70M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$59.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$342M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$118M |
| 3 |
LPL Financial
San Diego,
California
|
-$89.5M |
| 4 |
Morgan Stanley
New York
|
-$64.7M |
| 5 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$64.5M |
HDV Hedge Fund Activity: Q4 2022 in Review
750 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2022, worth a combined $7.05B — up 11% from $6.35B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new HDV positions and 71 closed out — a net gain of 55 holders — while 277 added to existing stakes and 235 trimmed.
The largest buyer was Wells Fargo, adding an estimated $138M. The largest seller was Envestnet Asset Management, cutting an estimated $342M.
- 750 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2022, up from 707 in Q3 2022.
- Funds reported $7.05B of iShares Core High Dividend ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 126 funds opened new iShares Core High Dividend ETF positions in Q4 2022 and 71 closed out, a net change of +55 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2022 was Wells Fargo, an estimated $138M added.
- The largest iShares Core High Dividend ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $342M sold.
Based on aggregated 13F filings for Q4 2022.