iShares Core High Dividend ETF
HDV

$118.04

0.01%

Market Cap: $11.7B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

38,936% more call options, than puts

Call options by funds: $97.6M | Put options by funds: $250K

1% less funds holding

Funds holding: 697 [Q1] → 688 (-9) [Q2]

3.45% less ownership

Funds ownership: 46.38% [Q1] → 42.93% (-3.45%) [Q2]

11% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 255

11% less capital invested

Capital invested by funds: $4.86B [Q1] → $4.34B (-$518M) [Q2]

16% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 57

19% less funds holding in top 10

Funds holding in top 10: 26 [Q1] → 21 (-5) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for HDV.

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Financial journalist opinion

Based on 3 articles about HDV published over the past 30 days

Raise Cash And Sell Trash

As a dividend growth investor focused on income, I recommend raising cash and selling lower-quality stocks due to potential recession risks. Historical data shows that rate cuts often precede recessions, making it prudent to increase cash positions and reduce exposure to vulnerable stocks. Despite some reasonable buying opportunities, I prefer holding cash in ETFs like SGOV for liquidity and safety during uncertain economic times.

Raise Cash And Sell Trash

HDV: Good If You Like Dividends And Energy

High dividend stocks are attractive in uncertain markets, and the iShares Core High Dividend ETF offers quality and sustainability with a low expense ratio of 0.08%. The HDV ETF focuses on well-established U.S. companies like Exxon, Johnson & Johnson, and AbbVie, with a current dividend yield of 3.26%. The fund is heavily weighted in Energy, Consumer Staples, Health Care, and Utilities, making it defensive and resilient in economic downturns.

HDV: Good If You Like Dividends And Energy

Zacks Investment Research

Is iShares Core High Dividend ETF (HDV) a Strong ETF Right Now?

Launched on 03/29/2011, the iShares Core High Dividend ETF (HDV) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.

Is iShares Core High Dividend ETF (HDV) a Strong ETF Right Now?

How To Allocate $100,000 In A Dividend Portfolio: A Strategic Guide For Income And Growth

I will demonstrate how you could allocate the amount of $100,000 by following the current composition of The Dividend Income Accelerator Portfolio, effectively balancing dividend income and dividend growth. Potential benefits of its implementation are a reduced portfolio risk level, stable dividend income, strong potential for dividend growth and capital appreciation, and elevated chances of an attractive Total Return. The dividend portfolio presently offers you a Weighted Average Dividend Yield [FWD] of 4.20%, with a 5-Year Weighted Average Dividend Growth Rate [CAGR] of 7.31%.

How To Allocate $100,000 In A Dividend Portfolio: A Strategic Guide For Income And Growth

Zacks Investment Research

Should iShares Core High Dividend ETF (HDV) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the iShares Core High Dividend ETF (HDV), a passively managed exchange traded fund launched on 03/29/2011.

Should iShares Core High Dividend ETF (HDV) Be on Your Investing Radar?

Investors Business Daily

Worried About Stocks? Money Manager Names 3 Investments To Hold

Volatility has spiked and the word "recession" is starting to get used more frequently as investors get worried about stocks.

Worried About Stocks? Money Manager Names 3 Investments To Hold

Why HDV Is An Effective Defense Play For Your Dividend Portfolio

HDV can be an effective defense play for your dividend portfolio, contributing to reducing its volatility. The ETF pays a Dividend Yield [TTM] of 3.36%, and due to its focus on the Energy Sector and Consumer Defensive Sector, this ETF is an effective complement to SCHD. Exxon Mobil, Johnson & Johnson, Chevron, AbbVie and Verizon are the five largest positions of HDV; I see each of these companies as strategic elements to reduce portfolio volatility.

Why HDV Is An Effective Defense Play For Your Dividend Portfolio

HDV: Great Dividend ETF To Offset Market Shift

Being a dividend investor helps ride out market shifts by providing regular cash distributions, reducing emotional reactions to market fluctuations. iShares Core High Dividend ETF has historically underperformed peers due to focus on high dividend companies with slower growth. HDV's defensive holdings in energy, consumer staples, and utilities make it a suitable choice during market downturns, offering stability and consistent income.

HDV: Great Dividend ETF To Offset Market Shift

Which ETF Is Better: HDV Or VYM?

Stock market volatility has increased, leading to higher fear levels among investors. Investment managers are taking profits from the recent stock market run, while economic cracks are starting to show. Federal Reserve rate cuts may make fixed income products less desirable, prompting investors to seek high-yield opportunities like the iShares Core High Dividend ETF and the Vanguard High Dividend Yield ETF.

Which ETF Is Better: HDV Or VYM?

Zacks Investment Research

Is iShares Core High Dividend ETF (HDV) a Strong ETF Right Now?

The iShares Core High Dividend ETF (HDV) was launched on 03/29/2011, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.

Is iShares Core High Dividend ETF (HDV) a Strong ETF Right Now?

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