HDV icon

iShares Core High Dividend ETF

501 hedge funds and large institutions have $2.55B invested in iShares Core High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 229 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-57
Holders Change %
-10.22%
% of All Funds
11.07%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.51%
New
45
Increased
146
Reduced
229
Closed
95
Calls
$816K
Puts
$4K
Net Calls
+$812K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
326
CFM Wealth Partners
Texas
$329K +$96K +1,341 +41%
RG
327
Rikoon Group
New Mexico
$326K
MCCP
328
Mission Creek Capital Partners
California
$326K +$31.3K +438 +11%
OC
329
Oppenheimer & Co
New York
$326K +$65.8K +921 +25%
HFG
330
Heron Financial Group
New York
$325K -$2.78K -35 -0.8%
PFS
331
Prospera Financial Services
Texas
$324K -$93.6K -1,306 -22%
WAOTB
332
Wealth Advisors of Tampa Bay
Florida
$324K
VFA
333
Valeo Financial Advisors
Indiana
$323K -$3.7K -47 -1%
HWA
334
HCR Wealth Advisors
California
$318K -$85.8K -1,200 -21%
SCA
335
Snowden Capital Advisors
New York
$316K -$200K -2,802 -39%
CA
336
Clearstead Advisors
Ohio
$312K +$4.01K +56 +1%
VC
337
Vestor Capital
Illinois
$310K -$3.15K -44 -1%
LWP
338
Legacy Wealth Planning
Nevada
$309K -$5.46M -76,322 -95%
PAMG
339
Patton Albertson Miller Group
Tennessee
$309K +$48.2K +675 +18%
FSC
340
Full Sail Capital
Oklahoma
$305K +$305K +3,732 New
OIA
341
OneDigital Investment Advisors
Kansas
$301K -$1K -14 -0.3%
TW
342
TrinityPoint Wealth
Connecticut
$299K
WP
343
WealthSource Partners
California
$297K -$597K -8,362 -67%
CAM
344
Covenant Asset Management
New Jersey
$294K +$40.2K +563 +16%
MIC
345
Means Investment Company
Maine
$291K -$36.4K -465 -11%
GG
346
GenWealth Group
New Jersey
$288K
MM
347
Meridian Management
Arkansas
$286K
CWM
348
Cornerstone Wealth Management
Missouri
$282K -$38K -531 -12%
PG
349
Patten Group
Tennessee
$280K -$37.2K -520 -12%
IWS
350
Insight Wealth Strategies
California
$278K -$739K -10,345 -73%