Jefferies Group's HDV Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 32,447 shares of iShares Core High Dividend ETF (HDV) worth $3.97 M, representing 0.02% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in HDV, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 8,683 shares. Largest reduction occurred in Q1 2025, reducing 1,192 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares Core High Dividend ETF (HDV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core High Dividend ETF (HDV) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +14,348 | New Buy | 14,348 | $104.24 |
| Q1 2023 | +8,127 | Add 56.64% | 22,475 | $101.66 |
| Q2 2023 | -152 | Reduce 0.68% | 22,323 | $100.79 |
| Q3 2023 | +8,683 | Add 38.90% | 31,006 | $98.89 |
| Q4 2023 | -982 | Reduce 3.17% | 30,024 | $101.99 |
| Q1 2024 | +1,744 | Add 5.81% | 31,768 | $110.21 |
| Q2 2024 | +159 | Add 0.50% | 31,927 | $108.70 |
| Q3 2024 | -13 | Reduce 0.04% | 31,914 | $117.62 |
| Q4 2024 | +2,110 | Add 6.61% | 34,024 | $112.26 |
| Q1 2025 | -1,192 | Reduce 3.50% | 32,832 | $121.12 |
| Q2 2025 | -680 | Reduce 2.07% | 32,152 | $117.17 |
| Q3 2025 | +295 | Add 0.92% | 32,447 | $122.45 |
Jefferies Group's iShares Core High Dividend ETF Investment FAQs
Jefferies Group first purchased iShares Core High Dividend ETF (HDV) in Q4 2022, acquiring 14,348 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held iShares Core High Dividend ETF (HDV) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to iShares Core High Dividend ETF (HDV) was in Q4 2022, adding 14,348 shares worth $1.5 M.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 32,447 shares of iShares Core High Dividend ETF (HDV), valued at approximately $3.97 M.
As of the Q3 2025 filing, iShares Core High Dividend ETF (HDV) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in iShares Core High Dividend ETF (HDV) was 34,024 shares, as reported at the end of Q4 2024.