iShares Core High Dividend ETF
702 hedge funds and large institutions have $4.37B 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, 261 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
4% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 49
5% less capital invested
Capital invested by funds: $4.58B → $4.37B (-$206M)
2% less funds holding
Funds holding: 713 → 702 (-11)
2.37% less ownership
Funds ownership: 218.71% → 216.34% (-2.4%)
11% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 261
19% less funds holding in top 10
Funds holding in top 10: 27 → 22 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$39.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.3M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.3M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$7.37M |
| 5 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
+$7.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$17.9M |
| 2 |
WAM
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
702 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2024, worth a combined $4.37B — down 4.5% from $4.58B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of HDV and 47 opened new positions — a net loss of 2 holders — while 261 trimmed existing stakes and 233 added.
The largest buyer was Strategic Financial Concepts, adding an estimated $39.6M. The largest seller was Royal Bank of Canada, cutting an estimated $17.9M.
- 702 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2024, down from 713 in Q1 2024.
- Funds reported $4.37B 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 Strategic Financial Concepts, an estimated $39.6M 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.