HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

257 hedge funds and large institutions have $1.99B invested in iShares Core High Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
6.86%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
45
Increased
104
Reduced
67
Closed
24
Calls
$3K
Puts
$1K
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$79.2M
2
Morgan Stanley
Morgan Stanley
New York
+$24.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$19.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
NFG
Noven Financial Group
Colorado
+$16.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$56.7M
2
BG
Bahl & Gaynor
Ohio
-$19.1M
3
PPFA
Provida Pension Fund Administrator
Chile
-$17.7M
4
CS
Credit Suisse
Switzerland
-$12.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
26
Holt Capital Partners
Texas
$14.9M +$917K +11,750 +7%
WBG
27
Wharton Business Group
Pennsylvania
$14.6M -$5.08M -65,120 -26%
SAM
28
Sentinel Asset Management
Vermont
$14.2M – – –
Ameriprise
29
Ameriprise
Minnesota
$13.8M +$1.03M +13,255 +8%
BUB
30
BBVA USA Bancshares
Texas
$13.1M +$241K +3,091 +2%
HB
31
Homrich & Berg
Georgia
$12.8M -$1.45M -18,555 -10%
NA
32
Nottingham Advisors
New York
$12.2M – – –
MFS
33
MSI Financial Services
Massachusetts
$10.9M +$226K +2,902 +2%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$9.99M +$1.48M +18,947 +17%
BFA
35
Beaumont Financial Advisors
Massachusetts
$9.12M +$691K +9,209 +8%
FMLI
36
Fukoku Mutual Life Insurance
Japan
$8.97M +$4.49M +57,500 +100%
CA
37
Cetera Advisors
Colorado
$8.87M +$95.4K +1,223 +1%
Goldman Sachs
38
Goldman Sachs
New York
$8.69M +$2.06M +26,412 +31%
PAG
39
Private Advisor Group
New Jersey
$8.18M +$2.61M +33,469 +47%
Nomura Asset Management
40
Nomura Asset Management
Japan
$7.33M -$234K -3,000 -3%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$6.94M +$1M +12,874 +17%
Stifel Financial
42
Stifel Financial
Missouri
$6.78M +$2.29M +29,369 +51%
RJA
43
Raymond James & Associates
Florida
$6.62M +$2.47M +31,663 +59%
BCI
44
Brinker Capital Investments
Pennsylvania
$6.45M +$1.23M +15,799 +24%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$6.36M +$560K +7,183 +10%
CP
46
Corbenic Partners
Pennsylvania
$6.35M +$183K +2,350 +3%
PMG
47
ProVise Management Group
Florida
$6.17M +$1.25K +16 +0%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.05M +$535K +6,858 +10%
NAM
49
NTV Asset Management
West Virginia
$5.85M +$1.03M +13,227 +21%
Jane Street
50
Jane Street
New York
$5.69M -$2.64M -33,904 -32%
1
2
3 4 5