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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 %
ONST
426
Old North State Trust
North Carolina
$24K -$6.41K -70 -21%
HNB
427
Huntington National Bank
Ohio
$23K -$21K – –
RCA
428
Rowland Carmichael Advisors
Arizona
$23K – – –
TSW
429
Thompson Siegel & Walmsley
Virginia
$23K – – –
IF
430
Ironwood Financial
Arizona
$23K – – –
SIS
431
Sound Income Strategies
Florida
$22K – – –
BFEC
432
Benjamin F. Edwards & Company
Missouri
$21K – – –
BC
433
Barnett & Company
Tennessee
$19K – – –
FPFS
434
First Personal Financial Services
North Carolina
$19K – – –
AIM
435
Advantage Investment Management
Iowa
$19K – – –
CIA
436
Cascade Investment Advisors
Oregon
$18.7K – – –
M
437
MOTCO
Texas
$17K – – –
LFASL
438
Lugano Financial Advisors SA (LFA)
Switzerland
$17K – – –
IAS
439
IMA Advisory Services
Colorado
$16K – – –
TWM
440
Titus Wealth Management
California
$16K -$1.52M -169,934 -99%
MSFP
441
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
EAM
442
Eukles Asset Management
Ohio
$11K – – –
GEA
443
Glen Eagle Advisors
New Jersey
$10.4K -$8.21K -88 -44%
SIM
444
Sonora Investment Management
Arizona
$10K – – –
GAM
445
Gemmer Asset Management
California
$10K +$96 +1 +1%
GI
446
Gradient Investments
Minnesota
$9K -$7.09K -74 -44%
RWG
447
Regal Wealth Group
California
$8K +$88 +1 +1%
WB
448
Webster Bank
Connecticut
$6K – – –
TCOV
449
Trust Company of Vermont
Vermont
$5K -$1.75K -20 -26%
First Manhattan
450
First Manhattan
New York
$4K – – –
16 17
18
19 20