iShares Core High Dividend ETF
706 hedge funds and large institutions have $4.39B invested in iShares Core High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 233 increasing their positions, 265 reducing their positions, and 49 closing their positions.
38,936% more call options, than puts
Call options by funds: $97.6M | Put options by funds: $250K
0.86% less ownership
Funds ownership: 43.85% → 42.99% (-0.86%)
4% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 49
2% less funds holding
Funds holding: 717 → 706 (-11)
12% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 265
18% less funds holding in top 10
Funds holding in top 10: 28 → 23 (-5)
44% less capital inflows, than outflows
Capital inflows: $136M | Capital outflows: $243M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.3M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.3M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$7.37M |
| 4 |
Beam Wealth Advisors
Covington,
Louisiana
|
+$7.09M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$17.9M |
| 2 |
WNY Asset Management
Williamsville,
New York
|
-$16.8M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$16.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$13.5M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.7M |
HDV Hedge Fund Activity: Q2 2024 in Review
706 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2024, worth a combined $4.39B — down 4.5% from $4.59B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of HDV and 47 opened new positions — a net loss of 2 holders — while 265 trimmed existing stakes and 233 added.
The largest buyer was LPL Financial, adding an estimated $12.3M. The largest seller was Royal Bank of Canada, cutting an estimated $17.9M.
- 706 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2024, down from 717 in Q1 2024.
- Funds reported $4.39B of iShares Core High Dividend ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
- 47 funds opened new iShares Core High Dividend ETF positions in Q2 2024 and 49 closed out, a net change of -2 holders.
- The largest iShares Core High Dividend ETF buyer in Q2 2024 was LPL Financial, an estimated $12.3M added.
- The largest iShares Core High Dividend ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $17.9M sold.
Based on aggregated 13F filings for Q2 2024.