HDV icon

iShares Core High Dividend ETF

578 hedge funds and large institutions have $2.85B invested in iShares Core High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 194 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+60
Holders Change %
+11.58%
% of All Funds
8.93%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.32%
New
101
Increased
194
Reduced
175
Closed
34
Calls
$65.3M
Puts
$1.01M
Net Calls
+$64.3M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
426
IEQ Capital
California
$245K
NRW
427
Nova R Wealth
Kansas
$242K +$242K +2,400 New
NHC
428
Nicholas Hoffman & Company
Georgia
$240K +$2.53K +25 +1%
RTS
429
Round Table Services
New Jersey
$239K
SIAM
430
Sterling Investment Advisors (Missouri)
Missouri
$239K
CA
431
CGN Advisors
Kansas
$237K
HSA
432
HBK Sorce Advisory
Pennsylvania
$236K -$113K -1,119 -32%
TVAMP
433
Tennessee Valley Asset Management Partners
Tennessee
$235K
WCM
434
WealthBridge Capital Management
Ohio
$235K +$1.21K +12 +0.5%
SSWM
435
Smith Salley Wealth Management
North Carolina
$234K
PPA
436
Parametric Portfolio Associates
Washington
$234K +$14.7K +145 +7%
RMCM
437
Reynders McVeigh Capital Management
Massachusetts
$233K +$233K +2,306 New
WT
438
Whittier Trust
California
$232K +$134K +1,323 +136%
OWA
439
Octavia Wealth Advisors
Ohio
$230K
TA
440
Tectonic Advisors
Texas
$229K -$795K -7,873 -78%
AL
441
Aspiriant LLC
California
$229K
AWE
442
Avidian Wealth Enterprises
Texas
$228K +$228K +2,254 New
CAM
443
Cresset Asset Management
Illinois
$226K -$32K -317 -12%
IA
444
Insight Advisors
Pennsylvania
$226K +$505 +5 +0.2%
WCA
445
Waypoint Capital Advisors
Minnesota
$225K +$225K +2,232 New
FCI
446
Financial Counselors Inc
Kansas
$224K
CHA
447
Carmichael Hill & Associates
Maryland
$224K +$908 +9 +0.4%
DAS
448
Dynamic Advisor Solutions
Arizona
$223K -$165K -1,633 -43%
UCMOK
449
United Capital Management of KS
Kansas
$221K +$221K +2,184 New
MCM
450
Murphy Capital Management
New Jersey
$217K