HDV icon

iShares Core High Dividend ETF

309 hedge funds and large institutions have $2.63B invested in iShares Core High Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
7.74%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.55%
New
48
Increased
103
Reduced
112
Closed
27
Calls
$2.02M
Puts
$247K
Net Calls
+$1.78M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
226
Carret Asset Management
New York
$305K -$11.5K -140 -4%
CFD
227
Creative Financial Designs
Indiana
$300K +$300K +3,652 New
SWA
228
Sutton Wealth Advisors
Florida
$298K
AWA
229
Arete Wealth Advisors
Illinois
$295K +$295K +3,589 New
WA
230
WFG Advisors
Texas
$294K -$124K -1,503 -30%
GS
231
Girard Securities
California
$293K +$72.3K +880 +33%
FWM
232
Frontier Wealth Management
Missouri
$291K -$36.8K -448 -11%
Kayne Anderson Rudnick Investment Management
233
Kayne Anderson Rudnick Investment Management
California
$281K +$53.9K +656 +24%
SIC
234
Sigma Investment Counselors
Michigan
$277K -$75.5K -919 -21%
SI
235
SII Investments
Wisconsin
$272K -$14.1K -171 -5%
MCM
236
MAI Capital Management
Ohio
$270K +$165 +2 +0.1%
EDRH
237
Edmond de Rothschild Holding
Switzerland
$262K -$73.9K -895 -22%
SMC
238
Smith, Moore & Co
Missouri
$261K -$87.8K -1,067 -25%
PWLP
239
Prio Wealth Limited Partnership
Massachusetts
$259K -$11.5K -140 -4%
VC
240
Vicus Capital
Pennsylvania
$259K +$34.3K +416 +15%
CCM
241
Colorado Capital Management
Colorado
$256K +$6.17K +75 +2%
LNB
242
Ledyard National Bank
$254K
ISB
243
Iowa State Bank
Iowa
$251K -$4.12K -50 -2%
PFS
244
Prospera Financial Services
Texas
$249K -$24.8K -300 -9%
WJA
245
Williams Jones & Associates
New York
$247K
FANJ
246
Financial Architects (New Jersey)
New Jersey
$247K
CLOS
247
Compagnie Lombard Odier SCmA
Switzerland
$246K
AWM
248
AE Wealth Management
Kansas
$246K +$246K +2,987 New
AFP
249
Ausdal Financial Partners
Iowa
$239K +$239K +2,904 New
PWMAG
250
Pinnacle Wealth Management Advisory Group
New Jersey
$233K +$21K +255 +10%