HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

485 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 136 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+27
Holders Change %
+5.9%
% of All Funds
10.55%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
56
Increased
198
Reduced
136
Closed
24
Calls
$1.72M
Puts
–
Net Calls
+$1.72M
Net Calls Change
+$49K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$18.5M
2
CWM
Connecticut Wealth Management
Connecticut
+$15.6M
3
TWM
Titus Wealth Management
California
+$13.8M
4
UBS Group
UBS Group
Switzerland
+$13M
5
B
Barings
North Carolina
+$8.39M

Top Sellers

1
BlackRock
BlackRock
New York
-$32.9M
2
Goldman Sachs
Goldman Sachs
New York
-$11.3M
3
Nomura Asset Management
Nomura Asset Management
Japan
-$7.38M
4
GFPC
Global Financial Private Capital
Florida
-$4.47M
5
M&T Bank
M&T Bank
New York
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
451
Roble Belko & Company
Pennsylvania
$22K +$22K +238 New
BFEC
452
Benjamin F. Edwards & Company
Missouri
$21K – – –
EWM
453
Endurance Wealth Management
Rhode Island
$21K +$21K +225 New
TRCT
454
Tower Research Capital (TRC)
New York
$19K -$47.1K -501 -71%
FPFS
455
First Personal Financial Services
North Carolina
$19K – – –
BC
456
Barnett & Company
Tennessee
$19K – – –
CIA
457
Cascade Investment Advisors
Oregon
$18.9K – – –
LFASL
458
Lugano Financial Advisors SA (LFA)
Switzerland
$18K – – –
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$17K -$7.56K -80 -31%
IAS
460
IMA Advisory Services
Colorado
$16K – – –
CAPTRUST Financial Advisors
461
CAPTRUST Financial Advisors
North Carolina
$15K +$15K +155 New
MSFP
462
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
SCA
463
Stonebridge Capital Advisors
Minnesota
$14K +$14K +153 New
EAM
464
Eukles Asset Management
Ohio
$11K – – –
GEA
465
Glen Eagle Advisors
New Jersey
$10.6K – – –
SCA
466
Stuart Chaussee & Associates
California
$10K -$19.3K -212 -66%
SIM
467
Sonora Investment Management
Arizona
$10K – – –
GAM
468
Gemmer Asset Management
California
$10K – – –
MWC
469
MBM Wealth Consultants
Missouri
$9K -$66K -660 -88%
GI
470
Gradient Investments
Minnesota
$9K – – –
RWG
471
Regal Wealth Group
California
$9K – – –
CG
472
Cutler Group
California
$9K +$9K +99 New
SFG
473
SevenBridge Financial Group
Pennsylvania
$7K +$7K +70 New
WB
474
Webster Bank
Connecticut
$6K – – –
RWA
475
Redhawk Wealth Advisors
Minnesota
$6K +$6K +62 New
17 18
19
20 21