Joel Greenblatt's HDV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 323,140 shares of iShares Core High Dividend ETF (HDV) worth $8.86 M, representing 0.02% of the portfolio. First purchased in 2023-Q2, this short-term holding has been held for 7 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in HDV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 258,512 shares. Largest reduction occurred in Q4 2023, reducing 9,786 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +258,512 | Add 400.00% | 323,140 | $27.41 |
| Q1 2026 | +62,300 | Add 2676.12% | 64,628 | $135.72 |
| Q3 2025 | +2,328 | New Buy | 2,328 | $122.45 |
| Q4 2023 | -9,786 | Sold Out | 0 | $0.00 |
| Q3 2023 | +360 | Add 3.82% | 9,786 | $98.89 |
| Q2 2023 | +9,426 | New Buy | 9,426 | $100.79 |
Joel Greenblatt's iShares Core High Dividend ETF Investment FAQs
Joel Greenblatt first purchased iShares Core High Dividend ETF (HDV) in Q2 2023, acquiring 9,426 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares Core High Dividend ETF (HDV) for 7 quarters since Q2 2023.
Joel Greenblatt's largest addition to iShares Core High Dividend ETF (HDV) was in Q2 2026, adding 323,140 shares worth $8.86 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 323,140 shares of iShares Core High Dividend ETF (HDV), valued at approximately $8.86 M.
As of the Q2 2026 filing, iShares Core High Dividend ETF (HDV) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares Core High Dividend ETF (HDV) was 323,140 shares, as reported at the end of Q2 2026.