iShares Core High Dividend ETF
733 hedge funds and large institutions have $5.52B invested in iShares Core High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 273 increasing their positions, 218 reducing their positions, and 44 closing their positions.
1,368% more call options, than puts
Call options by funds: $96.7M | Put options by funds: $6.59M
84% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 44
26% more capital invested
Capital invested by funds: $4.37B → $5.52B (+$1.14B)
25% more repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 218
22.96% more ownership
Funds ownership: 216.34% → 239.3% (+23%)
4% more funds holding
Funds holding: 702 → 733 (+31)
5% less funds holding in top 10
Funds holding in top 10: 22 → 21 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$317M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$125M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$43.3M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$43.3M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$43.1M |
| 2 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
-$19.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7M |
| 4 |
PWA
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
-$6.8M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$6.22M |
HDV Hedge Fund Activity: Q3 2024 in Review
733 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2024, worth a combined $5.52B — up 26% from $4.37B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new HDV positions and 44 closed out — a net gain of 37 holders — while 273 added to existing stakes and 218 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $317M. The largest seller was Strategic Financial Concepts, cutting an estimated $43.1M.
- 733 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2024, up from 702 in Q2 2024.
- Funds reported $5.52B of iShares Core High Dividend ETF stock for Q3 2024, up 26% quarter-over-quarter.
- 81 funds opened new iShares Core High Dividend ETF positions in Q3 2024 and 44 closed out, a net change of +37 holders.
- The largest iShares Core High Dividend ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $317M added.
- The largest iShares Core High Dividend ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $43.1M sold.
Based on aggregated 13F filings for Q3 2024.