HDV icon

iShares Core High Dividend ETF

378 hedge funds and large institutions have $2.31B invested in iShares Core High Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 131 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
8.66%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
34
Increased
122
Reduced
131
Closed
19
Calls
$371K
Puts
$462K
Net Calls
-$91K
Net Calls Change
-$540K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
251
Merriman Wealth Management
Washington
$334K -$329K -3,628 -50%
CAM
252
Carret Asset Management
New York
$333K +$6.79K +75 +2%
IWC
253
Integrated Wealth Concepts
Massachusetts
$327K +$55K +604 +20%
TSS
254
Two Sigma Securities
New York
$325K +$103K +1,133 +46%
QAM
255
QCI Asset Management
New York
$325K +$325K +3,586 New
B
256
Bailard
California
$323K
AIA
257
Arbor Investment Advisors
North Carolina
$320K
US Bancorp
258
US Bancorp
Minnesota
$319K -$103K -1,136 -24%
HHAA
259
Henry H. Armstrong Associates
Pennsylvania
$318K
CCMD
260
Cypress Capital Management (Delaware)
Delaware
$317K -$140K -1,550 -31%
RG
261
Rikoon Group
New Mexico
$317K +$10.4K +115 +3%
MIS
262
Morningstar Investment Services
Illinois
$316K +$28.9K +319 +10%
MCM
263
MAI Capital Management
Ohio
$305K +$2.99K +33 +1%
PWMAG
264
Pinnacle Wealth Management Advisory Group
New Jersey
$304K +$29.4K +325 +11%
MWP
265
MYCIO Wealth Partners
Pennsylvania
$299K
SCM
266
SOL Capital Management
Maryland
$294K
CAGAS
267
Capital Advisory Group Advisory Services
Minnesota
$288K -$2.7K -30 -0.9%
SCM
268
Shelton Capital Management
Colorado
$286K -$20.4K -225 -7%
CHA
269
Carmichael Hill & Associates
Maryland
$279K +$362 +4 +0.1%
SIC
270
Sigma Investment Counselors
Michigan
$276K
BC
271
Brinker Capital
Pennsylvania
$273K +$273K +3,016 New
SEI Investments
272
SEI Investments
Pennsylvania
$270K -$3.81M -42,110 -93%
BJL
273
Brighton Jones LLC
Washington
$269K
WPSG
274
Wealth & Pension Services Group
Georgia
$269K +$269K +2,975 New
NA
275
NewEdge Advisors
Louisiana
$266K +$266K +2,935 New