HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

451 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+73
Holders Change %
+19.31%
% of All Funds
10.06%
Holding in Top 10
28
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+100%
% of All Funds
0.62%
New
104
Increased
152
Reduced
107
Closed
29
Calls
$371K
Puts
–
Net Calls
+$371K
Net Calls Change
+$462K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$201M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$60.7M
3
AG
Advisor Group
Arizona
+$60M
4
Bank of America
Bank of America
North Carolina
+$56.3M
5
Morgan Stanley
Morgan Stanley
New York
+$53.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$157M
2
OIM
Opus Investment Management
Massachusetts
-$17.6M
3
Ameriprise
Ameriprise
Minnesota
-$8.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.81M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
276
Bessemer Group
New Jersey
$380K – – –
Barclays
277
Barclays
United Kingdom
$368K -$2.73M -32,360 -88%
BJL
278
Brighton Jones LLC
Washington
$368K +$117K +1,386 +47%
FHC
279
First Heartland Consultants
Missouri
$367K -$1.69K -20 -0.5%
VC
280
Vestor Capital
Illinois
$365K – – –
CAM
281
Covenant Asset Management
New Jersey
$361K – – –
SMFS
282
Squar Milner Financial Services
California
$360K +$591 +7 +0.2%
DWM
283
Darwin Wealth Management
Florida
$357K -$18.4K -219 -5%
MSA
284
Marino Stram & Associates
Massachusetts
$357K +$253 +3 +0.1%
Millennium Management
285
Millennium Management
New York
$353K -$115K -1,361 -25%
WPC
286
White Pine Capital
Minnesota
$350K +$161K +1,911 +85%
MCM
287
MAI Capital Management
Ohio
$349K +$65.1K +771 +23%
MIC
288
Means Investment Company
Maine
$347K +$347K +4,114 New
VHAM
289
Van Hulzen Asset Management
California
$345K -$25.3K -300 -7%
PG
290
Patten Group
Tennessee
$343K -$20.8K -247 -6%
WA
291
WealthTrust-Arizona
Arizona
$342K – – –
I
292
INVST
Indiana
$342K – – –
WP
293
WealthSource Partners
California
$339K -$758 -9 -0.2%
MM
294
Meridian Management
Arkansas
$338K – – –
CWM
295
Centric Wealth Management
Illinois
$338K +$338K +4,007 New
PCA
296
Providence Capital Advisors
North Carolina
$333K +$333K +3,945 New
IWC
297
Integrated Wealth Concepts
Massachusetts
$331K +$27.9K +331 +9%
AIM
298
Axiom Investment Management
New York
$325K +$325K +3,848 New
CAM
299
Claret Asset Management
Quebec, Canada
$324K -$105K -1,250 -25%
HCIA
300
Hochman Cole Investment Advisors
Illinois
$324K – – –
10 11
12
13 14