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HDV

iShares Core High Dividend ETF

295 hedge funds and large institutions have $2.67B invested in iShares Core High Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 111 increasing their positions, 95 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

17% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 95

5% more funds holding

Funds holding: 281295 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0% less capital invested

Capital invested by funds: $2.67B → $2.67B (-$1.81M)

24.37% less ownership

Funds ownership: 230.69%206.32% (-24%)

Holders
295
Holders Change
+14
Holders Change %
+4.98%
% of All Funds
7.87%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
36
Increased
111
Reduced
95
Closed
17
Calls
$3.17M
Puts
Net Calls
+$3.17M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BKA
276
Brick & Kyle Associates
Pennsylvania
$27K
AIM
277
Advantage Investment Management
Iowa
$24K +$12.3K +750 +101%
SIM
278
Sonora Investment Management
Arizona
$22.4K +$22.7K +1,380 New
IF
279
Ironwood Financial
Arizona
$20K
LWM
280
LBA Wealth Management
Florida
$19K
GAM
281
Gemmer Asset Management
California
$16K +$165 +10 +1%
FPFS
282
First Personal Financial Services
North Carolina
$16K +$16.5K +1,000 New
M
283
MOTCO
Texas
$14K
AIM
284
Anchor Investment Management
South Carolina
$13.1K
MSFP
285
Mark Sheptoff Financial Planning
Connecticut
$12K
GBBWRPM
286
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K
CAL
287
Capital Analysts LLC
Pennsylvania
$10.4K +$10.5K +640 New
RWG
288
Regal Wealth Group
California
$7K
BFEC
289
Benjamin F. Edwards & Company
Missouri
$6K +$6.17K +375 New
CA
290
CapWealth Advisors
Tennessee
$4K
AWMS
291
Advocacy Wealth Management Services
Georgia
$3K -$1.32K -80 -31%
WRM
292
Westport Resources Management
Connecticut
$2K -$141K -8,540 -99%
BC
293
Bartlett & Co
Ohio
$1K
HW
294
Hedeker Wealth
Illinois
$390 +$2.55K +155 New
SMM
295
Stadion Money Management
Georgia
-$80.1M -4,872,930 Closed
MP
296
Manifold Partners
California
-$7.3M -396,640 Closed
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
-$1.16M -70,495 Closed
FMP
298
Financial Management Professionals
Texas
-$1.14M -69,145 Closed
Millennium Management
299
Millennium Management
New York
-$1.13M -68,895 Closed
BP
300
BBR Partners
New York
-$527K -32,085 Closed