We are live on ! Find out more
HDV

iShares Core High Dividend ETF

559 hedge funds and large institutions have $3.23B invested in iShares Core High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 201 increasing their positions, 147 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 147

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

14% more funds holding

Funds holding: 492559 (+67)

6% more capital invested

Capital invested by funds: $3.04B → $3.23B (+$182M)

1.09% less ownership

Funds ownership: 205.19%204.1% (-1.1%)

Holders
559
Holders Change
+67
Holders Change %
+13.62%
% of All Funds
11.01%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.61%
New
100
Increased
201
Reduced
147
Closed
27
Calls
$547K
Puts
Net Calls
+$547K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
226
SEI Investments
Pennsylvania
$1.25M -$1.27M -66,675 -51%
KF
227
Krilogy Financial
Missouri
$1.23M +$1.62K +85 +0.1%
EW
228
Element Wealth
Mississippi
$1.23M +$1.2M +62,745 New
WP
229
WealthSource Partners
California
$1.23M +$180K +9,410 +18%
F
230
F3Logic
Minnesota
$1.2M -$127K -6,635 -10%
CPSAC
231
Chas P. Smith & Associates (CPS)
Florida
$1.2M -$21.5K -1,125 -2%
WWM
232
Western Wealth Management
Colorado
$1.19M +$1.15K +60 +0.1%
HWM
233
Hohimer Wealth Management
Washington
$1.18M +$1.15M +60,220 New
TP
234
Tranquility Partners
Tennessee
$1.15M -$16.6K -870 -1%
HIA
235
Harbor Investment Advisory
Maryland
$1.13M +$1.1M +57,385 New
SIA
236
Soltis Investment Advisors
Utah
$1.13M +$1.09M +57,365 New
PP
237
Patten & Patten
Tennessee
$1.12M +$96.4K +5,050 +10%
SFG
238
StrategIQ Financial Group
Indiana
$1.11M +$1.62K +85 +0.2%
Allianz Asset Management
239
Allianz Asset Management
Germany
$1.1M -$1.18M -61,900 -52%
MFW
240
Mosaic Family Wealth
Missouri
$1.1M +$23.3K +1,220 +2%
BWA
241
Beam Wealth Advisors
Louisiana
$1.07M +$1.04M +54,720 New
AF
242
Advisornet Financial
Minnesota
$1.05M +$20K +1,050 +2%
MHS
243
M Holdings Securities
Oregon
$1.03M +$30.2K +1,585 +3%
MA
244
MUFG Americas
New York
$1.03M -$17.2K -900 -2%
RJT
245
Raymond James Trust
Florida
$1.02M +$24.8K +1,300 +3%
Citigroup
246
Citigroup
New York
$1.01M +$45.4K +2,380 +5%
BWM
247
BCS Wealth Management
Tennessee
$1.01M +$983K +51,505 New
HR
248
Howe & Rusling
New York
$987K +$20.4K +1,070 +2%
SWM
249
Sequoia Wealth Management
Illinois
$981K
SG
250
StoneX Group
New York
$968K +$45.2K +2,370 +5%

HDV Hedge Fund Activity: Q4 2019 in Review

559 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2019, worth a combined $3.23B — up 6% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new HDV positions and 27 closed out — a net gain of 73 holders — while 201 added to existing stakes and 147 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $13.1M. The largest seller was M&T Bank, exiting entirely with an estimated $68.5M sold.

  • 559 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2019, up from 492 in Q3 2019.
  • Funds reported $3.23B of iShares Core High Dividend ETF stock for Q4 2019, up 6% quarter-over-quarter.
  • 100 funds opened new iShares Core High Dividend ETF positions in Q4 2019 and 27 closed out, a net change of +73 holders.
  • The largest iShares Core High Dividend ETF buyer in Q4 2019 was Avantax Advisory Services, an estimated $13.1M added.
  • The largest iShares Core High Dividend ETF seller in Q4 2019 was M&T Bank, an estimated $68.5M sold.

Based on aggregated 13F filings for Q4 2019.