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HDV

iShares Core High Dividend ETF

559 hedge funds and large institutions have $3.23B invested in iShares Core High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 201 increasing their positions, 147 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 147

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

14% more funds holding

Funds holding: 492559 (+67)

6% more capital invested

Capital invested by funds: $3.04B → $3.23B (+$182M)

1.09% less ownership

Funds ownership: 205.19%204.1% (-1.1%)

Holders
559
Holders Change
+67
Holders Change %
+13.62%
% of All Funds
11.01%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.61%
New
100
Increased
201
Reduced
147
Closed
27
Calls
$547K
Puts
Net Calls
+$547K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
301
Transcend Capital Advisors
New Jersey
$655K +$637K +33,385 New
AFM
302
Abbot Financial Management
Massachusetts
$654K +$15.4K +805 +2%
NGA
303
Naples Global Advisors
Florida
$648K -$12K -630 -2%
CCA
304
Cobblestone Capital Advisors
New York
$648K
IC
305
Inscription Capital
Texas
$648K
CPIA
306
Cornell Pochily Investment Advisors
New York
$648K +$38.5K +2,015 +6%
Renaissance Technologies
307
Renaissance Technologies
New York
$647K -$1.35M -70,500 -68%
PCM
308
Parsons Capital Management
Rhode Island
$645K
WAP
309
Wealthcare Advisory Partners
Pennsylvania
$644K +$6.11K +320 +1%
WB
310
WesBanco Bank
West Virginia
$639K
MA
311
Mutual Advisors
Nebraska
$636K +$10.9K +570 +2%
1IA
312
1834 Investment Advisors
Wisconsin
$631K
BRWA
313
B. Riley Wealth Advisors
Florida
$631K +$156K +8,170 +34%
PTC
314
Philadelphia Trust Company
Pennsylvania
$629K
TC
315
Trust Company
Kansas
$626K
AIC
316
Archer Investment Corporation
Indiana
$604K -$48.1K -2,520 -7%
EP
317
Eudaimonia Partners
Tennessee
$601K +$585K +30,635 New
CG
318
Colony Group
Massachusetts
$596K +$129K +6,770 +29%
BF
319
BOK Financial
Oklahoma
$595K -$48.6K -2,545 -8%
CWS
320
Cypress Wealth Services
California
$582K -$3.24K -170 -0.6%
BDF
321
Black Diamond Financial
Maryland
$575K
PFS
322
Prospera Financial Services
Texas
$572K +$144K +7,555 +35%
Prudential Financial
323
Prudential Financial
New Jersey
$555K +$163K +8,525 +43%
HWA
324
HCR Wealth Advisors
California
$554K +$74.9K +3,925 +16%
EWA
325
ERTS Wealth Advisors
Michigan
$546K -$16.1K -845 -3%

HDV Hedge Fund Activity: Q4 2019 in Review

559 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2019, worth a combined $3.23B — up 6% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new HDV positions and 27 closed out — a net gain of 73 holders — while 201 added to existing stakes and 147 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $13.1M. The largest seller was M&T Bank, exiting entirely with an estimated $68.5M sold.

  • 559 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2019, up from 492 in Q3 2019.
  • Funds reported $3.23B of iShares Core High Dividend ETF stock for Q4 2019, up 6% quarter-over-quarter.
  • 100 funds opened new iShares Core High Dividend ETF positions in Q4 2019 and 27 closed out, a net change of +73 holders.
  • The largest iShares Core High Dividend ETF buyer in Q4 2019 was Avantax Advisory Services, an estimated $13.1M added.
  • The largest iShares Core High Dividend ETF seller in Q4 2019 was M&T Bank, an estimated $68.5M sold.

Based on aggregated 13F filings for Q4 2019.