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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
IWC
351
Integrated Wealth Concepts
Massachusetts
$417K -$249K -13,055 -38%
EWM
352
Evercore Wealth Management
New York
$415K
US Bancorp
353
US Bancorp
Minnesota
$415K +$57.6K +3,020 +17%
OIA
354
OneDigital Investment Advisors
Kansas
$414K -$15K -785 -4%
MIC
355
Means Investment Company
Maine
$411K -$2.29K -120 -0.6%
TW
356
TrinityPoint Wealth
Connecticut
$409K -$14.3K -750 -3%
RGIA
357
Rainier Group Investment Advisory
Washington
$409K
MSA
358
Marino Stram & Associates
Massachusetts
$407K +$191 +10 +0%
VFA
359
Valeo Financial Advisors
Indiana
$407K +$64.3K +3,370 +19%
PP
360
PagnatoKarp Partners
Virginia
$404K -$243K -12,735 -38%
MCCP
361
Mission Creek Capital Partners
California
$404K +$393K +20,610 New
WPC
362
White Pine Capital
Minnesota
$403K -$1.91K -100 -0.5%
HCIA
363
Hochman Cole Investment Advisors
Illinois
$401K
VHAM
364
Van Hulzen Asset Management
California
$401K
Koshinski Asset Management
365
Koshinski Asset Management
Illinois
$398K +$388K +20,350 New
HFG
366
Heron Financial Group
New York
$397K +$394K +20,655 New
GG
367
GenWealth Group
New Jersey
$395K
MM
368
Meridian Management
Arkansas
$392K
CCMD
369
Cypress Capital Management (Delaware)
Delaware
$391K -$23.9K -1,250 -6%
Northern Trust
370
Northern Trust
Illinois
$387K
CIA
371
Capital Investment Advisors
Georgia
$373K +$34.5K +1,810 +11%
SWM
372
SeaCrest Wealth Management
New York
$366K -$11.7K -615 -3%
IAN
373
Integrated Advisors Network
Texas
$364K +$354K +18,575 New
MWM
374
Merriman Wealth Management
Washington
$362K
WAM
375
Wealthspire Advisors (Maryland)
Maryland
$361K +$351K +18,405 New

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.