iShares Core High Dividend ETF
701 hedge funds and large institutions have $4.48B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 299 reducing their positions, and 54 closing their positions.
737% more call options, than puts
Call options by funds: $17.8M | Put options by funds: $2.13M
0.66% less ownership
Funds ownership: 45.21% → 44.55% (-0.66%)
2% less funds holding
Funds holding: 714 → 701 (-13)
8% less funds holding in top 10
Funds holding in top 10: 39 → 36 (-3)
13% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 54
28% less capital inflows, than outflows
Capital inflows: $401M | Capital outflows: $558M
44% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 299
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$132M |
| 2 |
Kensington Asset Management
Austin,
Texas
|
+$41M |
| 3 |
Barings
Charlotte,
North Carolina
|
+$32.5M |
| 4 |
Prudential plc
London, England,
United Kingdom
|
+$29.1M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$114M |
| 2 |
EP Wealth Advisors
Torrance,
California
|
-$39M |
| 3 |
BlackRock
New York
|
-$36.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$33.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$28.8M |
HDV Hedge Fund Activity: Q3 2023 in Review
701 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2023, worth a combined $4.48B — down 4.5% from $4.69B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of HDV and 47 opened new positions — a net loss of 7 holders — while 299 trimmed existing stakes and 166 added.
The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $132M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $114M.
- 701 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2023, down from 714 in Q2 2023.
- Funds reported $4.48B of iShares Core High Dividend ETF stock for Q3 2023, down 4.5% quarter-over-quarter.
- 47 funds opened new iShares Core High Dividend ETF positions in Q3 2023 and 54 closed out, a net change of -7 holders.
- The largest iShares Core High Dividend ETF buyer in Q3 2023 was Meiji Yasuda Life Insurance, an estimated $132M added.
- The largest iShares Core High Dividend ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $114M sold.
Based on aggregated 13F filings for Q3 2023.