HDV icon

iShares Core High Dividend ETF

501 hedge funds and large institutions have $2.55B invested in iShares Core High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 229 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-57
Holders Change %
-10.22%
% of All Funds
11.07%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.51%
New
45
Increased
146
Reduced
229
Closed
95
Calls
$816K
Puts
$4K
Net Calls
+$812K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Shares
Change %
ETI
451
Enterprise Trust & Investment
California
$32K
BAM
452
Bellevue Asset Management
Washington
$30K
GTAM
453
Global Trust Asset Management
Florida
$29K -$16.2K -225 -36%
HWM
454
HighMark Wealth Management
Minnesota
$28K -$17.9K -257 -39%
AWM
455
AllSquare Wealth Management
New York
$26K
EWM
456
Endurance Wealth Management
Rhode Island
$25K
DZ Bank
457
DZ Bank
Germany
$23K
JPLA
458
Joseph P. Lucia & Associates
New York
$23K
CAAS
459
Capital Asset Advisory Services
Michigan
$22K -$21.5K -280 -49%
GSWM
460
Golden State Wealth Management
California
$22K +$22K +306 New
SIC
461
Salem Investment Counselors
North Carolina
$21K -$14.4K -200 -41%
HGWM
462
Harvest Group Wealth Management
Massachusetts
$21K
CIR
463
Clear Investment Research
Georgia
$20K
KPW
464
Kore Private Wealth
New York
$19K -$1.09K -15 -5%
ONST
465
Old North State Trust
North Carolina
$19K
HI
466
Hoey Investments
Pennsylvania
$19K
RCA
467
Rowland Carmichael Advisors
Arizona
$18K
LFASL
468
Lugano Financial Advisors SA (LFA)
Switzerland
$18K
SIS
469
Sound Income Strategies
Florida
$17K
RBC
470
Roble Belko & Company
Pennsylvania
$17K
BFEC
471
Benjamin F. Edwards & Company
Missouri
$16K
ACA
472
Aptus Capital Advisors
Alabama
$15K -$38.2K -548 -72%
MWC
473
MBM Wealth Consultants
Missouri
$15K -$7.32K -100 -33%
HNB
474
Huntington National Bank
Ohio
$15K -$61K
CIA
475
Cascade Investment Advisors
Oregon
$14.3K