iShares Core High Dividend ETF
717 hedge funds and large institutions have $5.08B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 236 increasing their positions, 289 reducing their positions, and 73 closing their positions.
4,854% more call options, than puts
Call options by funds: $54.4M | Put options by funds: $1.1M
4% less funds holding
Funds holding: 750 → 717 (-33)
18% less repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 289
19% less funds holding in top 10
Funds holding in top 10: 54 → 44 (-10)
23% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 73
28% less capital invested
Capital invested by funds: $7.05B → $5.08B (-$1.97B)
43.36% less ownership
Funds ownership: 270.49% → 227.13% (-43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$19.9M |
| 2 |
Rockefeller Capital Management
New York
|
+$13.2M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$11.1M |
| 4 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$9.6M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$8.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$332M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$205M |
| 3 |
BlackRock
New York
|
-$156M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$134M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$129M |
HDV Hedge Fund Activity: Q1 2023 in Review
717 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2023, worth a combined $5.08B — down 28% from $7.05B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of HDV and 56 opened new positions — a net loss of 17 holders — while 289 trimmed existing stakes and 236 added.
The largest buyer was Simplicity Solutions, opening a new position worth an estimated $19.9M. The largest seller was Envestnet Asset Management, cutting an estimated $332M.
- 717 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2023, down from 750 in Q4 2022.
- Funds reported $5.08B of iShares Core High Dividend ETF stock for Q1 2023, down 28% quarter-over-quarter.
- 56 funds opened new iShares Core High Dividend ETF positions in Q1 2023 and 73 closed out, a net change of -17 holders.
- The largest iShares Core High Dividend ETF buyer in Q1 2023 was Simplicity Solutions, an estimated $19.9M added.
- The largest iShares Core High Dividend ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $332M sold.
Based on aggregated 13F filings for Q1 2023.