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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
CF
451
Centaurus Financial
California
$210K -$32.6K -1,710 -14%
AIA
452
AIMZ Investment Advisors
California
$210K +$204K +10,710 New
AFP
453
Ausdal Financial Partners
Iowa
$209K
CCM
454
Coe Capital Management
Illinois
$206K -$510K -26,725 -72%
GT
455
Glenview Trust
Kentucky
$205K +$199K +10,445 New
PB
456
Pinnacle Bancorp
Nebraska
$203K +$9.54K +500 +5%
Millennium Management
457
Millennium Management
New York
$203K +$197K +10,335 New
AIP
458
Ameritas Investment Partners
Nebraska
$193K
SSB
459
Sandy Spring Bank
Maryland
$189K -$9.54K -500 -5%
PO
460
Private Ocean
California
$185K
WP
461
WealthShield Partners
North Carolina
$185K
GRP
462
Global Retirement Partners
California
$178K
RCM
463
Rain Capital Management
Oregon
$177K
MRCM
464
M&R Capital Management
New Jersey
$173K -$66.2K -3,470 -28%
WQ
465
Wealth Quarterback
New Jersey
$160K +$155K +8,145 New
LFG
466
Larson Financial Group
Missouri
$159K -$1.43K -75 -0.9%
FCT
467
Family Capital Trust
Massachusetts
$157K
KBFS
468
Kohmann Bosshard Financial Services
Ohio
$157K
FRA
469
Front Row Advisors
California
$141K
PCIA
470
Prime Capital Investment Advisors
Kansas
$130K +$954 +50 +0.8%
CFD
471
Creative Financial Designs
Indiana
$127K -$38.5K -2,015 -24%
CL
472
Cabana LLC
Arkansas
$123K +$119K +6,255 New
POIA
473
Pin Oak Investment Advisors
Texas
$121K
BAM
474
Belpointe Asset Management
Nevada
$121K +$118K +6,165 New
RG
475
Retirement Group
California
$120K +$116K +6,100 New

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.