HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

512 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
8.94%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
39
Increased
205
Reduced
167
Closed
31
Calls
$31M
Puts
–
Net Calls
+$31M
Net Calls Change
+$8.32M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$330M
2
LPL Financial
LPL Financial
California
+$27.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.4M
4
Morgan Stanley
Morgan Stanley
New York
+$12.3M
5
BlackRock
BlackRock
New York
+$10.6M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$289M
2
AWM
AE Wealth Management
Kansas
-$45.9M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$34.1M
4
M&T Bank
M&T Bank
New York
-$20.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
226
StoneX Group
New York
$825K +$81.6K +846 +11%
ASFA
227
All Season Financial Advisors
Colorado
$804K +$804K +8,326 New
TNA
228
True North Advisors
Texas
$801K – – –
CFO
229
CVA Family Office
Colorado
$801K – – –
QCM
230
Quest Capital Management
Texas
$792K +$193 +2 +0%
BIA
231
Biondo Investment Advisors
Pennsylvania
$787K -$64.2K -665 -8%
SFG
232
StrategIQ Financial Group
Indiana
$764K -$38K -394 -5%
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
$763K -$2.27M -23,495 -75%
HNB
234
Huntington National Bank
Ohio
$754K +$754K +7,605 New
NP
235
NorthRock Partners
Minnesota
$744K -$45.1K -467 -6%
VHAM
236
Van Hulzen Asset Management
California
$735K – – –
SC
237
Savant Capital
Illinois
$727K +$34.6K +359 +5%
NB
238
NBT Bank
New York
$716K – – –
ATC
239
Argent Trust Co
Tennessee
$714K -$11.3K -117 -2%
SF
240
Synovus Financial
Georgia
$710K +$331K +3,432 +87%
SWA
241
Sax Wealth Advisors
New Jersey
$705K – – –
KA
242
Kovack Advisors
Florida
$705K +$39.8K +412 +6%
PCG
243
Private Capital Group
Connecticut
$700K +$15.4K +160 +2%
AOWM
244
Alpha Omega Wealth Management
Virginia
$699K -$213K -2,203 -23%
Citigroup
245
Citigroup
New York
$698K -$80.9K -838 -10%
IWA
246
Inspirion Wealth Advisors
Illinois
$696K +$966 +10 +0.1%
FCA
247
FinTrust Capital Advisors
South Carolina
$689K -$27.6K -286 -4%
BWP
248
Bernardo Wealth Planning
Pennsylvania
$689K +$115K +1,193 +20%
AWA
249
Arkadios Wealth Advisors
Georgia
$689K +$403K +4,179 +141%
ADL
250
Asset Dedication LLC
California
$686K +$188K +1,946 +38%
8 9
10
11 12