HDV icon

iShares Core High Dividend ETF

484 hedge funds and large institutions have $2.12B invested in iShares Core High Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-17
Holders Change %
-3.39%
% of All Funds
9.95%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.33%
New
46
Increased
132
Reduced
226
Closed
58
Calls
$472K
Puts
Net Calls
+$472K
Net Calls Change
-$340K
Name Holding Trade Value Shares
Change
Shares
Change %
PSF
301
Pacific Sun Financial
California
$390K +$4.06K +50 +1%
VFA
302
Valeo Financial Advisors
Indiana
$388K +$55.2K +680 +17%
RBFC
303
Roman Butler Fullerton & Co
Missouri
$385K -$116K -1,427 -23%
KWM
304
Kingsview Wealth Management
Oregon
$384K -$954K -11,749 -71%
PWAP
305
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$379K +$379K +4,670 New
FWM
306
Frontier Wealth Management
Missouri
$377K -$39.5K -487 -9%
CAGAS
307
Capital Advisory Group Advisory Services
Minnesota
$377K +$259K +3,196 +220%
CWS
308
Cypress Wealth Services
California
$371K -$49.4K -609 -12%
OC
309
Oppenheimer & Co
New York
$371K +$650 +8 +0.2%
VHAM
310
Van Hulzen Asset Management
California
$370K -$15.7K -194 -4%
WAOTB
311
Wealth Advisors of Tampa Bay
Florida
$368K
PFS
312
Prospera Financial Services
Texas
$363K -$4.22K -52 -1%
HFG
313
Heron Financial Group
New York
$359K +$27.1K +335 +8%
CA
314
Clearstead Advisors
Ohio
$358K +$3.74K +46 +1%
HWA
315
HCR Wealth Advisors
California
$356K -$3.89K -48 -1%
DWM
316
Destination Wealth Management
California
$354K -$3.74M -46,112 -91%
WP
317
WealthSource Partners
California
$344K +$7.05K +87 +2%
OIA
318
OneDigital Investment Advisors
Kansas
$341K
TW
319
TrinityPoint Wealth
Connecticut
$339K
CWM
320
Centric Wealth Management
Illinois
$336K +$6.01K +74 +2%
SF
321
Synovus Financial
Georgia
$333K -$962K -11,958 -74%
FAAS
322
First Allied Advisory Services
California
$333K -$775K -9,559 -70%
CWP
323
CFM Wealth Partners
Texas
$333K -$39.7K -490 -11%
GG
324
GenWealth Group
New Jersey
$327K
MM
325
Meridian Management
Arkansas
$325K