HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

451 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+73
Holders Change %
+19.31%
% of All Funds
10.06%
Holding in Top 10
28
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+100%
% of All Funds
0.62%
New
104
Increased
152
Reduced
107
Closed
29
Calls
$371K
Puts
–
Net Calls
+$371K
Net Calls Change
+$462K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$201M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$60.7M
3
AG
Advisor Group
Arizona
+$60M
4
Bank of America
Bank of America
North Carolina
+$56.3M
5
Morgan Stanley
Morgan Stanley
New York
+$53.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$157M
2
OIM
Opus Investment Management
Massachusetts
-$17.6M
3
Ameriprise
Ameriprise
Minnesota
-$8.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.81M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
401
CNB Bank
Pennsylvania
$26K – – –
SFSIG
402
San Francisco Sentry Investment Group
California
$25K – – –
CIAS
403
Capital Investment Advisory Services
North Carolina
$25K +$25K +300 New
CIR
404
Clear Investment Research
Georgia
$24K +$255 +3 +1%
MWA
405
Meridian Wealth Advisors
Texas
$24K +$24K +288 New
KPW
406
Kore Private Wealth
New York
$23K +$23K +276 New
IF
407
Ironwood Financial
Arizona
$21K – – –
HNB
408
Huntington National Bank
Ohio
$21K – – –
RCA
409
Rowland Carmichael Advisors
Arizona
$21K – – –
TSW
410
Thompson Siegel & Walmsley
Virginia
$21K – – –
RBC
411
Roble Belko & Company
Pennsylvania
$20K – – –
SIS
412
Sound Income Strategies
Florida
$20K – – –
BFEC
413
Benjamin F. Edwards & Company
Missouri
$19K – – –
MOS
414
MGO One Seven
Ohio
$18K +$18K +225 New
BC
415
Barnett & Company
Tennessee
$17K – – –
AIM
416
Advantage Investment Management
Iowa
$17K – – –
FPFS
417
First Personal Financial Services
North Carolina
$17K – – –
LFASL
418
Lugano Financial Advisors SA (LFA)
Switzerland
$17K – – –
RCG
419
Ruggie Capital Group
Florida
$17K +$17K +196 New
GEA
420
Glen Eagle Advisors
New Jersey
$16.9K – – –
CIA
421
Cascade Investment Advisors
Oregon
$16.9K +$16.9K +200 New
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$2.75K -33 -15%
M
423
MOTCO
Texas
$15K – – –
TWM
424
Titus Wealth Management
California
$14.5K +$165 +1,959 +1%
IAS
425
IMA Advisory Services
Colorado
$14K – – –
15 16
17
18 19