iShares Core High Dividend ETF
738 hedge funds and large institutions have $5.53B invested in iShares Core High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 276 increasing their positions, 219 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
694% more capital inflows, than outflows
Capital inflows: $891M | Capital outflows: $112M
86% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 44
26% more repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 219
4.7% more ownership
Funds ownership: 42.99% → 47.69% (+4.7%)
5% more funds holding
Funds holding: 706 → 738 (+32)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$317M |
| 2 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$125M |
| 3 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$43.3M |
| 4 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$43.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GDS Wealth Management
Flower Mound,
Texas
|
-$19.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7M |
| 3 |
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
-$6.8M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$6.22M |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$5.71M |
HDV Hedge Fund Activity: Q3 2024 in Review
738 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2024, worth a combined $5.53B — up 26% from $4.39B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new HDV positions and 44 closed out — a net gain of 38 holders — while 276 added to existing stakes and 219 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $317M. The largest seller was GDS Wealth Management, cutting an estimated $19.1M.
- 738 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2024, up from 706 in Q2 2024.
- Funds reported $5.53B of iShares Core High Dividend ETF stock for Q3 2024, up 26% quarter-over-quarter.
- 82 funds opened new iShares Core High Dividend ETF positions in Q3 2024 and 44 closed out, a net change of +38 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 GDS Wealth Management, an estimated $19.1M sold.
Based on aggregated 13F filings for Q3 2024.