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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
GM
401
GeoWealth Management
Illinois
$309K +$301K +15,770 New
FIM
402
Fernwood Investment Management
Massachusetts
$302K
HFS
403
Howard Financial Services
Texas
$302K +$4.01K +210 +1%
SFA
404
Sequoia Financial Advisors
Ohio
$301K +$10.5K +550 +4%
EDRH
405
Edmond de Rothschild Holding
Switzerland
$300K -$82.5K -4,325 -22%
KPWG
406
KFA Private Wealth Group
Virginia
$300K +$292K +15,290 New
SSWM
407
Smith Salley Wealth Management
North Carolina
$296K -$108K -5,665 -27%
MWM
408
Marietta Wealth Management
Georgia
$296K +$2.1K +110 +0.7%
SCM
409
SOL Capital Management
Maryland
$294K
IC
410
IEQ Capital
California
$293K +$285K +14,960 New
AP
411
Appleton Partners
Massachusetts
$291K
NB
412
NBT Bank
New York
$291K +$283K +14,830 New
VC
413
Veracity Capital
Georgia
$289K +$281K +14,730 New
PPP
414
Private Portfolio Partners
New Jersey
$286K +$25K +1,310 +10%
BJL
415
Brighton Jones LLC
Washington
$283K +$19.1K +1,000 +7%
NAM
416
NorthCoast Asset Management
Connecticut
$281K +$859 +45 +0.3%
LFG
417
LifePlan Financial Group
Ohio
$273K
VWA
418
Visionary Wealth Advisors
Illinois
$273K +$266K +13,930 New
NHC
419
Nicholas Hoffman & Company
Georgia
$271K +$2K +105 +0.8%
UCMOK
420
United Capital Management of KS
Kansas
$270K +$263K +13,770 New
NEGWA
421
New England Guild Wealth Advisors
Connecticut
$267K
CAM
422
Concorde Asset Management
Michigan
$265K -$4.2K -220 -2%
BAAM
423
Baker Avenue Asset Management
California
$264K
CWP
424
Capital Wealth Planning
Florida
$263K -$18.4K -965 -7%
SCM
425
Shelton Capital Management
Colorado
$262K

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.