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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
FNC
326
First National Corp
Massachusetts
$523K +$3.15K +165 +0.6%
IDA
327
Intelligence Driven Advisers
California
$518K -$38K -1,990 -7%
SF
328
Synovus Financial
Georgia
$509K +$239K +12,515 +92%
MLIC
329
Mandatum Life Insurance Company
Finland
$506K
SIC
330
Samalin Investment Counsel
New York
$501K +$488K +25,575 New
FFN
331
Focus Financial Network
Minnesota
$498K +$1.05K +55 +0.2%
MFG
332
Magnus Financial Group
New York
$486K -$7.25K -380 -2%
KA
333
Kovack Advisors
Florida
$485K +$63.6K +3,335 +16%
JWA
334
JFS Wealth Advisors
Pennsylvania
$482K
FHC
335
First Heartland Consultants
Missouri
$482K +$3.53K +185 +0.8%
PWMAG
336
Pinnacle Wealth Management Advisory Group
New Jersey
$481K
KFP
337
KMG Fiduciary Partners
Ohio
$480K -$76.2K -3,995 -14%
WA
338
Wealthstar Advisors
Texas
$475K +$75K +3,930 +19%
FWM
339
Frontier Wealth Management
Missouri
$473K -$30.9K -1,620 -6%
MCM
340
MAI Capital Management
Ohio
$473K +$13.5K +710 +3%
FCM
341
Firestone Capital Management
Florida
$473K +$460K +24,100 New
PSF
342
Pacific Sun Financial
California
$471K
CGL
343
Clarius Group LLC
Washington
$448K
RG
344
Rikoon Group
New Mexico
$446K +$85.6K +4,485 +25%
WAOTB
345
Wealth Advisors of Tampa Bay
Florida
$444K
PCA
346
Providence Capital Advisors
North Carolina
$441K +$3.82K +200 +0.9%
CWM
347
Cornerstone Wealth Management
Missouri
$439K -$53K -2,780 -11%
PG
348
Patten Group
Tennessee
$434K -$11.2K -585 -3%
VC
349
Vestor Capital
Illinois
$429K
CA
350
Clearstead Advisors
Ohio
$422K +$3.24K +170 +0.8%

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.