iShares Core High Dividend ETF
723 hedge funds and large institutions have $4.44B invested in iShares Core High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 217 increasing their positions, 296 reducing their positions, and 54 closing their positions.
2,918% more call options, than puts
Call options by funds: $54.2M | Put options by funds: $1.8M
57% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 54
3% more funds holding
Funds holding: 701 → 723 (+22)
1.26% less ownership
Funds ownership: 44.55% → 43.29% (-1.3%)
25% less funds holding in top 10
Funds holding in top 10: 36 → 27 (-9)
25% less capital inflows, than outflows
Capital inflows: $334M | Capital outflows: $446M
27% less repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 296
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$87M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$41.5M |
| 3 |
JP Morgan Chase
New York
|
+$33.4M |
| 4 |
McElhenny Sheffield Capital Management
Dallas,
Texas
|
+$15.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kensington Asset Management
Austin,
Texas
|
-$39.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$37.5M |
| 3 |
Barings
Charlotte,
North Carolina
|
-$30.3M |
| 4 |
Prudential plc
London, England,
United Kingdom
|
-$28.2M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$25.7M |
HDV Hedge Fund Activity: Q4 2023 in Review
723 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2023, worth a combined $4.44B — down 0.97% from $4.48B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new HDV positions and 54 closed out — a net gain of 31 holders — while 217 added to existing stakes and 296 trimmed.
The largest buyer was Wells Fargo, adding an estimated $87M. The largest seller was Kensington Asset Management, exiting entirely with an estimated $39.6M sold.
- 723 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2023, up from 701 in Q3 2023.
- Funds reported $4.44B of iShares Core High Dividend ETF stock for Q4 2023, down 0.97% quarter-over-quarter.
- 85 funds opened new iShares Core High Dividend ETF positions in Q4 2023 and 54 closed out, a net change of +31 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2023 was Wells Fargo, an estimated $87M added.
- The largest iShares Core High Dividend ETF seller in Q4 2023 was Kensington Asset Management, an estimated $39.6M sold.
Based on aggregated 13F filings for Q4 2023.