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HDV

iShares Core High Dividend ETF

327 hedge funds and large institutions have $2.59B invested in iShares Core High Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 108

5% more capital invested

Capital invested by funds: $2.46B → $2.59B (+$133M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

2.22% more ownership

Funds ownership: 198.12%200.35% (+2.2%)

2% more funds holding

Funds holding: 321327 (+6)

Holders
327
Holders Change
+6
Holders Change %
+1.87%
% of All Funds
8.15%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.55%
New
32
Increased
125
Reduced
108
Closed
22
Calls
$2.78M
Puts
Net Calls
+$2.78M
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
301
Washington Trust Bank
Washington
$31K +$30K +1,780 New
VFA
302
Valeo Financial Advisors
Indiana
$28K +$27.3K +1,620 New
AIM
303
Advantage Investment Management
Iowa
$26K
BFEC
304
Benjamin F. Edwards & Company
Missouri
$24K +$4.38K +260 +23%
WIM
305
Westside Investment Management
California
$22.3K +$84 +5 +0.4%
IF
306
Ironwood Financial
Arizona
$21K
ST
307
Sageworth Trust
Pennsylvania
$21K
TSW
308
Thompson Siegel & Walmsley
Virginia
$21K
RBC
309
Roble Belko & Company
Pennsylvania
$20K
SCA
310
Stuart Chaussee & Associates
California
$19K
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$18K
GEA
312
Glen Eagle Advisors
New Jersey
$17.2K
BC
313
Barnett & Company
Tennessee
$17K
FPFS
314
First Personal Financial Services
North Carolina
$17K
CG
315
Cutler Group
California
$17K +$16.9K +1,000 New
NC
316
NewSquare Capital
Pennsylvania
$16K
M
317
MOTCO
Texas
$15K
MSFP
318
Mark Sheptoff Financial Planning
Connecticut
$13K
GAM
319
Gemmer Asset Management
California
$12K -$1.09K -65 -8%
HNB
320
Huntington National Bank
Ohio
$10K
RWG
321
Regal Wealth Group
California
$8K
CAL
322
Capital Analysts LLC
Pennsylvania
$8K +$8.09K +480 New
BWL
323
Bogart Wealth LLC
Virginia
$6K +$5.56K +330 New
FA
324
Fortis Advisors
Pennsylvania
$6K +$6.07K +360 New
DSC
325
Duncker Streett & Co
Missouri
$4K

HDV Hedge Fund Activity: Q3 2017 in Review

327 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2017, worth a combined $2.59B — up 5.4% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HDV positions and 22 closed out — a net gain of 10 holders — while 125 added to existing stakes and 108 trimmed.

The largest buyer was BlackRock, adding an estimated $47.7M. The largest seller was Ameriprise, cutting an estimated $14.4M.

  • 327 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2017, up from 321 in Q2 2017.
  • Funds reported $2.59B of iShares Core High Dividend ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 32 funds opened new iShares Core High Dividend ETF positions in Q3 2017 and 22 closed out, a net change of +10 holders.
  • The largest iShares Core High Dividend ETF buyer in Q3 2017 was BlackRock, an estimated $47.7M added.
  • The largest iShares Core High Dividend ETF seller in Q3 2017 was Ameriprise, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2017.