HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

257 hedge funds and large institutions have $1.99B invested in iShares Core High Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
6.86%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
45
Increased
104
Reduced
67
Closed
24
Calls
$3K
Puts
$1K
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$79.2M
2
Morgan Stanley
Morgan Stanley
New York
+$24.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$19.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
NFG
Noven Financial Group
Colorado
+$16.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$56.7M
2
BG
Bahl & Gaynor
Ohio
-$19.1M
3
PPFA
Provida Pension Fund Administrator
Chile
-$17.7M
4
CS
Credit Suisse
Switzerland
-$12.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
251
Cutler Group
California
$7K +$7K +100 New
CA
252
CapWealth Advisors
Tennessee
$4K – – –
AIM
253
Anchor Investment Management
South Carolina
$3.9K +$3.9K +50 New
FNBT
254
FineMark National Bank & Trust
Florida
$2K – – –
BC
255
Bartlett & Co
Ohio
$1K – – –
EWM
256
Endurance Wealth Management
Rhode Island
$50 – – –
PPFA
257
Provida Pension Fund Administrator
Chile
– -$17.7M -274,388 Closed
CS
258
Credit Suisse
Switzerland
– -$12.9M -176,176 Closed
BIT
259
BlackRock Institutional Trust
California
– -$11.1M -150,698 Closed
HF
260
HRT Financial
New York
– -$3.51M -47,778 Closed
UFA
261
US Financial Advisors
Massachusetts
– -$2.31M -31,501 Closed
Citadel Advisors
262
Citadel Advisors
Florida
– -$1.24M -16,828 Closed
CCS
263
Crosspoint Capital Strategies
California
– -$706K -9,225 Closed
SFG
264
Sage Financial Group
Pennsylvania
– -$459K -6,250 Closed
PPA
265
Parametric Portfolio Associates
Washington
– -$439K -5,979 Closed
TRCT
266
Tower Research Capital (TRC)
New York
– -$397K -5,403 Closed
IAS
267
IMA Advisory Services
Colorado
– -$373K -5,190 Closed
SS
268
Simplicity Solutions
Minnesota
– -$332K -4,521 Closed
Kayne Anderson Rudnick Investment Management
269
Kayne Anderson Rudnick Investment Management
California
– -$259K -3,532 Closed
CBU
270
CIBC Bank USA
Illinois
– -$248K -3,371 Closed
CC
271
Capital Counsel
New York
– -$220K -3,000 Closed
NFG
272
NewFocus Financial Group
Washington
– -$183K -2,496 Closed
1832 Asset Management
273
1832 Asset Management
Ontario, Canada
– -$79K -1,075 Closed
BBHC
274
Brown Brothers Harriman & Co
New York
– -$49K -669 Closed
BFEC
275
Benjamin F. Edwards & Company
Missouri
– -$38K -522 Closed
8 9 10
11
12