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iShares Core High Dividend ETF
HDV

Overview Fund Activity

458 hedge funds and large institutions have $2.79B invested in iShares Core High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+7
Holders Change %
+1.55%
% of All Funds
9.93%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.59%
New
53
Increased
165
Reduced
150
Closed
39
Calls
$1.67M
Puts
–
Net Calls
+$1.67M
Net Calls Change
+$1.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$31.6M
2
Ameriprise
Ameriprise
Minnesota
+$26.1M
3
BFG
Bouchey Financial Group
New York
+$25.4M
4
FI
FormulaFolio Investments
Michigan
+$16.6M
5
DAS
Dynamic Advisor Solutions
Arizona
+$12.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$218M
2
AG
Advisor Group
Arizona
-$63.5M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$60.7M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$52.4M
5
Morgan Stanley
Morgan Stanley
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
351
Financial Counselors Inc
Kansas
$241K – – –
IF
352
IRON Financial
Illinois
$238K +$238K +2,550 New
TFS
353
Thoroughbred Financial Services
Tennessee
$234K +$234K +2,507 New
MRCM
354
M&R Capital Management
New Jersey
$232K +$283 +3 +0.1%
EHPM
355
Emery Howard Portfolio Management
California
$228K +$559 +6 +0.2%
Fisher Asset Management
356
Fisher Asset Management
Washington
$227K +$227K +2,429 New
ZB
357
Zions Bancorporation
Utah
$226K – – –
LWM
358
Liberty Wealth Management
California
$225K +$653 +7 +0.3%
AWM
359
Avior Wealth Management
Nebraska
$224K +$837 +9 +0.4%
SIAM
360
Sterling Investment Advisors (Missouri)
Missouri
$221K – – –
Mercer Global Advisors
361
Mercer Global Advisors
Colorado
$219K +$219K +2,345 New
Kayne Anderson Rudnick Investment Management
362
Kayne Anderson Rudnick Investment Management
California
$214K -$84.2K -903 -28%
OWD
363
Osborn Williams & Donohoe
Ohio
$214K +$214K +2,270 New
MCM
364
Murphy Capital Management
New Jersey
$214K +$214K +2,300 New
PP
365
PDS Planning
Ohio
$212K +$212K +2,268 New
SMG
366
Smart Money Group
Texas
$212K +$212K +2,271 New
AIA
367
Avalon Investment & Advisory
Texas
$208K +$208K +2,232 New
AFP
368
Ausdal Financial Partners
Iowa
$206K +$206K +2,203 New
OC
369
Oppenheimer & Co
New York
$206K +$206K +2,208 New
CAM
370
Crestone Asset Management
Colorado
$203K -$251K -2,684 -55%
EAMA
371
EFG Asset Management (Americas)
Florida
$202K +$202K +2,167 New
SSB
372
Sandy Spring Bank
Maryland
$194K -$4.96K -53 -2%
AIP
373
Ameritas Investment Partners
Nebraska
$191K +$2.32K +25 +1%
PB
374
Pinnacle Bancorp
Nebraska
$190K – – –
PO
375
Private Ocean
California
$184K – – –
13 14
15
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