iShares Core High Dividend ETF
779 hedge funds and large institutions have $4.88B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 246 increasing their positions, 269 reducing their positions, and 54 closing their positions.
646% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $1.38M
107% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 54
5% more funds holding
Funds holding: 739 → 779 (+40)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
9% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 269
3.19% less ownership
Funds ownership: 47.69% → 44.51% (-3.2%)
35% less capital inflows, than outflows
Capital inflows: $542M | Capital outflows: $839M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$104M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$29.7M |
| 3 |
CSM Advisors
Warrendale,
Pennsylvania
|
+$27.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$16.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$328M |
| 2 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$128M |
| 3 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$45.1M |
| 4 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$45.1M |
| 5 |
CVS Health
Woonsocket,
Rhode Island
|
-$32.1M |
HDV Hedge Fund Activity: Q4 2024 in Review
779 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2024, worth a combined $4.88B — down 12% from $5.53B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new HDV positions and 54 closed out — a net gain of 58 holders — while 246 added to existing stakes and 269 trimmed.
The largest buyer was Wells Fargo, adding an estimated $104M. The largest seller was Envestnet Asset Management, cutting an estimated $328M.
- 779 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2024, up from 739 in Q3 2024.
- Funds reported $4.88B of iShares Core High Dividend ETF stock for Q4 2024, down 12% quarter-over-quarter.
- 112 funds opened new iShares Core High Dividend ETF positions in Q4 2024 and 54 closed out, a net change of +58 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2024 was Wells Fargo, an estimated $104M added.
- The largest iShares Core High Dividend ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $328M sold.
Based on aggregated 13F filings for Q4 2024.