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HDV

iShares Core High Dividend ETF

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

719% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $247K

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

5% more funds holding

Funds holding: 295309 (+14)

0.35% less ownership

Funds ownership: 206.32%205.97% (-0.35%)

1% less capital invested

Capital invested by funds: $2.67B → $2.63B (-$34.7M)

8% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 112

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
7.73%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$16.6M +$7.6M +471,820 +87%
AA
27
Ancora Advisors
Ohio
$16.3M +$20.2K +1,255 +0.1%
HCP
28
Holt Capital Partners
Texas
$16M -$22.5K -1,400 -0.1%
BFA
29
Beaumont Financial Advisors
Massachusetts
$16M +$1.59M +98,635 +11%
MFS
30
MSI Financial Services
Massachusetts
$16M +$33.3K +2,070 +0.2%
OIM
31
Opus Investment Management
Massachusetts
$16M -$7.31M -453,750 -32%
AWA
32
ARS Wealth Advisors
Florida
$15.6M -$2.41M -149,615 -14%
NFG
33
Noven Financial Group
Colorado
$14.6M -$17.3M -1,075,230 -55%
BUB
34
BBVA USA Bancshares
Texas
$13.6M +$528K +32,810 +4%
BG
35
Bahl & Gaynor
Ohio
$13.1M +$10.2M +631,290 +389%
HB
36
Homrich & Berg
Georgia
$13M -$110K -6,855 -0.9%
FTUS
37
Flow Traders U.S.
New York
$12.9M +$12.5M +774,050 +7,947%
ONB
38
Old National Bancorp
Indiana
$12.6M +$1.29K +80 +0%
DWM
39
Destination Wealth Management
California
$11.7M +$2.74M +170,320 +32%
Goldman Sachs
40
Goldman Sachs
New York
$11.3M +$562K +34,920 +5%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$10.9M +$710K +44,080 +7%
SPC
42
Sigma Planning Corp
Michigan
$10.8M +$7.4M +459,430 +232%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.6M -$192K -11,910 -2%
Stifel Financial
44
Stifel Financial
Missouri
$9.94M +$653K +40,560 +7%
PP
45
Prudential plc
United Kingdom
$9.85M
JP Morgan Chase
46
JP Morgan Chase
New York
$9.63M +$1.44M +89,130 +18%
NA
47
Nottingham Advisors
New York
$9.47M -$3.82M -237,325 -29%
FMLI
48
Fukoku Mutual Life Insurance
Japan
$9.46M -$2.94M -182,500 -24%
BHB
49
Bank Hapoalim BM
Israel
$9.04M -$1.89M -117,665 -18%
NEAM
50
New England Asset Management
Connecticut
$8.88M +$3.06M +190,000 +54%