HDV icon

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 %
MWC
401
MBM Wealth Consultants
Missouri
$70K – – –
YWP
402
YorkBridge Wealth Partners
New York
$70K – – –
TRCT
403
Tower Research Capital (TRC)
New York
$66K -$1.13K -12 -2%
WEC
404
Winslow Evans & Crocker
Massachusetts
$64K -$377K -3,890 -85%
GTAM
405
Global Trust Asset Management
Florida
$59K – – –
JCM
406
Jacobi Capital Management
Pennsylvania
$58K – – –
PFGIA
407
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$41.3K +445 +247%
CTC
408
Central Trust Company
Missouri
$56K – – –
FWM
409
Focused Wealth Management
New York
$54K – – –
AIC
410
Ameritas Investment Company
Nebraska
$49K -$1.71M -18,477 -97%
SFSIG
411
San Francisco Sentry Investment Group
California
$44K +$15.9K +170 +57%
GSWM
412
Golden State Wealth Management
California
$41K +$41K +435 New
EWM
413
Executive Wealth Management
Michigan
$38K -$16.3K -176 -30%
NCM
414
New Capital Management
Texas
$38K -$6.87K -73 -15%
CWA
415
Clarus Wealth Advisors
Arizona
$38K – – –
OIA
416
Optimum Investment Advisors
Illinois
$37K – – –
CB
417
CNB Bank
Pennsylvania
$35K +$6.83K +74 +24%
AWM
418
AllSquare Wealth Management
New York
$33K – – –
CAL
419
Capital Analysts LLC
Pennsylvania
$31K – – –
SCA
420
Stuart Chaussee & Associates
California
$30K +$19.8K +212 +193%
GWMIA
421
Global Wealth Management Investment Advisory
Florida
$30K +$28.3K +306 +1,700%
CIAS
422
Capital Investment Advisory Services
North Carolina
$28K – – –
CIR
423
Clear Investment Research
Georgia
$26K -$374 -4 -1%
KPW
424
Kore Private Wealth
New York
$26K – – –
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$24.3K +$9.33K +100 +63%
15 16
17
18 19