iShares Core High Dividend ETF
699 hedge funds and large institutions have $4.47B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 167 increasing their positions, 296 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
4% less capital invested
Capital invested by funds: $4.68B → $4.47B (-$208M)
2% less funds holding
Funds holding: 711 → 699 (-12)
3.15% less ownership
Funds ownership: 225.54% → 222.38% (-3.2%)
8% less funds holding in top 10
Funds holding in top 10: 38 → 35 (-3)
11% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 54
44% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 296
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
+$132M |
| 2 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$41M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
+$32.5M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
+$29.1M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$114M |
| 2 |
EWA
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
699 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2023, worth a combined $4.47B — down 4.4% from $4.68B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of HDV and 48 opened new positions — a net loss of 6 holders — while 296 trimmed existing stakes and 167 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.
- 699 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2023, down from 711 in Q2 2023.
- Funds reported $4.47B of iShares Core High Dividend ETF stock for Q3 2023, down 4.4% quarter-over-quarter.
- 48 funds opened new iShares Core High Dividend ETF positions in Q3 2023 and 54 closed out, a net change of -6 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.