Loading...
Loading...
Of the 6 tracked institutions holding HDV, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +8.2pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 6 tracked institutional investors we monitor, HDV (ISHARES TR) is held with a combined value of $184.73M across 1,361,123 shares. The largest holder is BlackRock, Inc. with a position worth $93.19M. Point72 Asset Management, L.P. opened a new position in the most recent quarter. 4 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$184.73M
Total Shares Held
1,361,123
Institutional Holders
6
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $93.19M | 0.00% | +0.7% |
| 2 | FMR LLC | $77.00M | 0.00% | +15.0% |
| 3 | Gotham Asset Management, LLC | $8.77M | 0.03% | +2676.1% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $3.74M | 0.00% | +6.1% |
| 5 | Point72 Asset Management, L.P. | $1.15M | 0.00% | New |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $868.61K | 0.00% | -50.4% |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of HDV with a position worth $93.19M, representing 0.00% of their portfolio. In total, 6 institutional investors hold HDV with a combined value of $184.73M.
In the most recent quarter, 1 fund opened a new position in HDV. Additionally, 4 increased their holdings and 1 reduced their positions.
Institutional investors hold $184.73M worth of HDV stock across 6 positions. The largest institutional holder is BlackRock, Inc. with $93.19M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HDV, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their HDV positions.
Last Close
$28.75
2026-07-24
YTD
+19.5%
100% of 52-week range