iShares Core High Dividend ETF
713 hedge funds and large institutions have $4.69B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 230 increasing their positions, 273 reducing their positions, and 49 closing their positions.
482% more call options, than puts
Call options by funds: $12.1M | Put options by funds: $2.08M
8% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 49
1% less funds holding
Funds holding: 717 → 713 (-4)
1.08% less ownership
Funds ownership: 227.13% → 226.05% (-1.1%)
8% less capital invested
Capital invested by funds: $5.08B → $4.69B (-$391M)
11% less funds holding in top 10
Funds holding in top 10: 44 → 39 (-5)
16% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 273
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$112M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$32.7M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$23.5M |
| 4 |
Jane Street
New York
|
+$18.2M |
| 5 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$112M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$53M |
| 3 |
SR
Swiss Re
Zurich,
Switzerland
|
-$33.3M |
| 4 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$32.1M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$30.1M |
HDV Hedge Fund Activity: Q2 2023 in Review
713 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2023, worth a combined $4.69B — down 7.7% from $5.08B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new HDV positions and 49 closed out — a net gain of 4 holders — while 230 added to existing stakes and 273 trimmed.
The largest buyer was Houlihan Financial Resource Group, adding an estimated $112M. The largest seller was Truist Financial, cutting an estimated $112M.
- 713 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2023, down from 717 in Q1 2023.
- Funds reported $4.69B of iShares Core High Dividend ETF stock for Q2 2023, down 7.7% quarter-over-quarter.
- 53 funds opened new iShares Core High Dividend ETF positions in Q2 2023 and 49 closed out, a net change of +4 holders.
- The largest iShares Core High Dividend ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $112M added.
- The largest iShares Core High Dividend ETF seller in Q2 2023 was Truist Financial, an estimated $112M sold.
Based on aggregated 13F filings for Q2 2023.