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HDV

iShares Core High Dividend ETF

295 hedge funds and large institutions have $2.67B invested in iShares Core High Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 111 increasing their positions, 95 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

17% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 95

5% more funds holding

Funds holding: 281295 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0% less capital invested

Capital invested by funds: $2.67B → $2.67B (-$1.81M)

24.37% less ownership

Funds ownership: 230.69%206.32% (-24%)

Holders
295
Holders Change
+14
Holders Change %
+4.98%
% of All Funds
7.87%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
36
Increased
111
Reduced
95
Closed
17
Calls
$3.17M
Puts
Net Calls
+$3.17M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$20.1M +$20.4M +1,237,615 New
FIG
27
FundX Investment Group
California
$19M -$45.7K -2,775 -0.2%
AWA
28
ARS Wealth Advisors
Florida
$17.9M +$141K +8,575 +0.8%
AA
29
Ancora Advisors
Ohio
$16.1M +$488K +29,655 +3%
HCP
30
Holt Capital Partners
Texas
$15.9M -$192K -11,675 -1%
MFS
31
MSI Financial Services
Massachusetts
$15.8M +$704K +42,785 +5%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$14.5M +$4.24M +257,605 +41%
BFA
33
Beaumont Financial Advisors
Massachusetts
$14.2M +$1.39M +84,525 +11%
NA
34
Nottingham Advisors
New York
$13.2M -$113K -6,865 -0.8%
HB
35
Homrich & Berg
Georgia
$13M -$349K -21,235 -3%
BUB
36
BBVA USA Bancshares
Texas
$12.9M -$484K -29,400 -4%
ONB
37
Old National Bancorp
Indiana
$12.5M +$1.64M +99,760 +15%
FMLI
38
Fukoku Mutual Life Insurance
Japan
$12.3M +$3M +182,500 +32%
SWP
39
Stratos Wealth Partners
Ohio
$12.1M +$4.1M +248,925 +50%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$11M -$45.4M -2,759,095 -80%
BHB
41
Bank Hapoalim BM
Israel
$10.8M +$5.67M +344,750 +107%
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.7M +$6.92M +420,425 +178%
Goldman Sachs
43
Goldman Sachs
New York
$10.6M +$1.6M +97,530 +18%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$10M -$37.9M -2,305,945 -79%
PP
45
Prudential plc
United Kingdom
$9.74M +$9.85M +598,900 New
ACM
46
Aviance Capital Management
Florida
$9.68M -$730K -44,375 -7%
CA
47
Cetera Advisors
Colorado
$9.42M +$173K +10,535 +2%
Stifel Financial
48
Stifel Financial
Missouri
$9.17M -$580K -35,240 -6%
RJA
49
Raymond James & Associates
Florida
$9.02M -$1.34M -81,440 -13%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$8.81M +$74K +4,495 +0.8%