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HDV

iShares Core High Dividend ETF

239 hedge funds and large institutions have $1.81B invested in iShares Core High Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $1.63B → $1.81B (+$181M)

9% more funds holding

Funds holding: 219239 (+20)

4.56% more ownership

Funds ownership: 207.18%211.74% (+4.6%)

11% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 85

Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
6.27%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.34%
New
35
Increased
76
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
226
Gemmer Asset Management
California
$14K +$296 +20 +2%
M
227
MOTCO
Texas
$13K
WP
228
WealthPLAN Partners
Nebraska
$12.5K +$12.6K +850 New
MSFP
229
Mark Sheptoff Financial Planning
Connecticut
$11K +$11.1K +750 New
ASN
230
Advisory Services Network
Georgia
$10K -$117K -7,920 -92%
BCM
231
Blume Capital Management
California
$9K
RWG
232
Regal Wealth Group
California
$7K +$6.58K +445 New
PRS
233
Pinkerton Retirement Specialists
Idaho
$7K +$7.39K +500 New
CA
234
CapWealth Advisors
Tennessee
$4K
LWM
235
LBA Wealth Management
Florida
$4K +$4.29K +290 New
FNBT
236
FineMark National Bank & Trust
Florida
$2K
BC
237
Bartlett & Co
Ohio
$1K
KCPG
238
Kavar Capital Partners Group
Kansas
$1K
MIAN
239
Mariner Independent Advisor Network
Kansas
-$4M -287,765 Closed
PSI
240
Pinnacle Summer Investments
Virginia
-$1.01M -72,375 Closed
AssetMark Inc
241
AssetMark Inc
California
-$950K -68,275 Closed
NIMI
242
Natixis Investment Managers International
France
-$905K -65,000 Closed
B
243
Bailard
California
-$719K -51,700 Closed
TH
244
Timber Hill
Connecticut
-$585K -42,025 Closed
SI
245
SII Investments
Wisconsin
-$276K -19,865 Closed
KCM
246
Karp Capital Management
California
-$68K -4,875 Closed
SIG
247
Stanford Investment Group
California
-$28K -2,000 Closed
HF
248
Hoxton Financial
West Virginia
-$24K -1,695 Closed
TFO
249
Tarbox Family Office
California
-$22K -1,610 Closed