HDV icon

iShares Core High Dividend ETF

518 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
51
Increased
196
Reduced
156
Closed
37
Calls
$19.8M
Puts
$292K
Net Calls
+$19.5M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
451
Lumature Wealth Partners
Georgia
$63K
SSB
452
Sandy Spring Bank
Maryland
$61K
CIR
453
Clear Investment Research
Georgia
$60K +$285 +3 +0.5%
DAC
454
Dividend Assets Capital
South Carolina
$59K
BHWM
455
Bay Harbor Wealth Management
Maryland
$59K +$59K +622 New
CAAS
456
Capital Asset Advisory Services
Michigan
$57K
CAGAS
457
Capital Advisory Group Advisory Services
Minnesota
$55K -$8.53K -90 -13%
MRCM
458
M&R Capital Management
New Jersey
$52K
PFGIA
459
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$23.9K +253 +88%
S
460
SignatureFD
Georgia
$51K +$51K +544 New
AFG
461
Albion Financial Group
Utah
$50K
GWS
462
Glassman Wealth Services
Virginia
$49K +$49K +520 New
SBL
463
Sargent Bickham Lagudis
Colorado
$46K
CWA
464
Core Wealth Advisors
Florida
$46K
FHA
465
First Horizon Advisors
Tennessee
$45K +$33.4K +360 +288%
LIA
466
LBMC Investment Advisors
Tennessee
$44.5K -$738K -425,940 -94%
Bank Julius Baer & Co
467
Bank Julius Baer & Co
Switzerland
$43K
ETI
468
Enterprise Trust & Investment
California
$42K
CQS
469
Credential Qtrade Securities
$40.1K -$20.8K -221 -34%
COCM
470
Charter Oak Capital Management
New Hampshire
$39K +$14.6K +153 +60%
SIC
471
Salem Investment Counselors
North Carolina
$37K
1IA
472
1834 Investment Advisors
Wisconsin
$36K -$14.2K -152 -28%
BAM
473
Bellevue Asset Management
Washington
$36K
CG
474
Cutler Group
California
$35K +$35K +376 New
BMD
475
Better Money Decisions
New Mexico
$34K