HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

485 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 136 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+27
Holders Change %
+5.9%
% of All Funds
10.55%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
56
Increased
198
Reduced
136
Closed
24
Calls
$1.72M
Puts
–
Net Calls
+$1.72M
Net Calls Change
+$49K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$18.5M
2
CWM
Connecticut Wealth Management
Connecticut
+$15.6M
3
TWM
Titus Wealth Management
California
+$13.8M
4
UBS Group
UBS Group
Switzerland
+$13M
5
B
Barings
North Carolina
+$8.39M

Top Sellers

1
BlackRock
BlackRock
New York
-$32.9M
2
Goldman Sachs
Goldman Sachs
New York
-$11.3M
3
Nomura Asset Management
Nomura Asset Management
Japan
-$7.38M
4
GFPC
Global Financial Private Capital
Florida
-$4.47M
5
M&T Bank
M&T Bank
New York
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEGWA
351
New England Guild Wealth Advisors
Connecticut
$258K – – –
KA
352
Kovack Advisors
Florida
$257K +$257K +2,721 New
BJL
353
Brighton Jones LLC
Washington
$254K – – –
Fisher Asset Management
354
Fisher Asset Management
Washington
$252K +$22.5K +238 +10%
SCM
355
Shelton Capital Management
Colorado
$252K +$224K +2,373 +804%
PPP
356
Private Portfolio Partners
New Jersey
$251K +$567 +6 +0.2%
US Bancorp
357
US Bancorp
Minnesota
$247K – – –
CF
358
Centaurus Financial
California
$246K +$223K +2,363 +968%
LFG
359
LifePlan Financial Group
Ohio
$244K -$93.4K -987 -28%
FCI
360
Financial Counselors Inc
Kansas
$244K – – –
CA
361
Calton & Associates
Florida
$242K -$205K -2,166 -46%
PAS
362
Park Avenue Securities
New York
$242K -$7.65K -81 -3%
MRCM
363
M&R Capital Management
New Jersey
$232K +$188 +2 +0.1%
WCM
364
WealthBridge Capital Management
Ohio
$231K -$423 -5 -0.2%
SS
365
Simplicity Solutions
Minnesota
$229K -$1.32M -13,943 -85%
ZB
366
Zions Bancorporation
Utah
$229K – – –
LWM
367
Liberty Wealth Management
California
$229K +$662 +7 +0.3%
HTI
368
Hikari Tsushin Inc
Japan
$229K +$229K +2,420 New
TVAMP
369
Tennessee Valley Asset Management Partners
Tennessee
$229K +$229K +2,420 New
AWM
370
Avior Wealth Management
Nebraska
$228K +$755 +8 +0.3%
SIAM
371
Sterling Investment Advisors (Missouri)
Missouri
$223K – – –
EHPM
372
Emery Howard Portfolio Management
California
$218K -$13.4K -142 -6%
MCM
373
Murphy Capital Management
New Jersey
$217K – – –
PP
374
PDS Planning
Ohio
$214K – – –
EIA
375
Eldridge Investment Advisors
New Hampshire
$214K +$214K +2,268 New
13 14
15
16 17