HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

309 hedge funds and large institutions have $2.63B invested in iShares Core High Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
7.74%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.55%
New
48
Increased
103
Reduced
112
Closed
27
Calls
$2.02M
Puts
$247K
Net Calls
+$1.78M
Net Calls Change
-$1.4M

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$62.7M
2
Ameriprise
2
Ameriprise
Minnesota
$124M
3
Bank of America
3
Bank of America
North Carolina
$251M
4
FTUS
4
Flow Traders U.S.
New York
$12.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$214M

Top Sellers

1
DCM
1
Dupont Capital Management
Delaware
$0
2
QI
2
QS Investors
New York
$49.4M
3
FIG
3
FundX Investment Group
California
$0
4
NFG
4
Noven Financial Group
Colorado
$14.6M
5
UBS Group
5
UBS Group
Switzerland
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$16.6M +$7.72M +94,364 +87%
AA
27
Ancora Advisors
Ohio
$16.3M +$20.6K +251 +0.1%
HCP
28
Holt Capital Partners
Texas
$16M -$23K -280 -0.1%
BFA
29
Beaumont Financial Advisors
Massachusetts
$16M +$1.62M +19,727 +11%
MFS
30
MSI Financial Services
Massachusetts
$16M +$34.1K +414 +0.2%
OIM
31
Opus Investment Management
Massachusetts
$16M -$7.46M -90,750 -32%
AWA
32
ARS Wealth Advisors
Florida
$15.6M -$2.46M -29,923 -14%
NFG
33
Noven Financial Group
Colorado
$14.6M -$17.7M -215,046 -55%
BUB
34
BBVA USA Bancshares
Texas
$13.6M +$540K +6,562 +4%
BG
35
Bahl & Gaynor
Ohio
$13.1M +$10.4M +126,258 +389%
HB
36
Homrich & Berg
Georgia
$13M -$113K -1,371 -0.9%
FTUS
37
Flow Traders U.S.
New York
$12.9M +$12.7M +154,810 +7,947%
ONB
38
Old National Bancorp
Indiana
$12.6M +$1.32K +16 +0%
DWM
39
Destination Wealth Management
California
$11.7M +$2.8M +34,064 +32%
Goldman Sachs
40
Goldman Sachs
New York
$11.3M +$574K +6,984 +5%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$10.9M +$725K +8,816 +7%
SPC
42
Sigma Planning Corp
Michigan
$10.8M +$7.56M +91,886 +232%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.6M -$196K -2,382 -2%
Stifel Financial
44
Stifel Financial
Missouri
$9.94M +$667K +8,112 +7%
PP
45
Prudential plc
United Kingdom
$9.85M – – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$9.64M +$1.47M +17,826 +18%
NA
47
Nottingham Advisors
New York
$9.47M -$3.9M -47,465 -29%
FMLI
48
Fukoku Mutual Life Insurance
Japan
$9.46M -$3M -36,500 -24%
BHB
49
Bank Hapoalim BM
Israel
$9.04M -$1.94M -23,533 -18%
NEAM
50
New England Asset Management
Connecticut
$8.88M +$3.13M +38,000 +54%
1
2
3 4 5