HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

558 hedge funds and large institutions have $3.22B invested in iShares Core High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 201 increasing their positions, 147 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+67
Holders Change %
+13.65%
% of All Funds
11.02%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.61%
New
100
Increased
201
Reduced
147
Closed
27
Calls
$547K
Puts
–
Net Calls
+$547K
Net Calls Change
-$320K

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$13.4M
2
Truist Financial
Truist Financial
North Carolina
+$11.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M
4
LPL Financial
LPL Financial
California
+$9.81M
5
Bank of America
Bank of America
North Carolina
+$9.81M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$68.5M
2
Deutsche Bank
Deutsche Bank
Germany
-$33.1M
3
QI
QS Investors
New York
-$20.9M
4
BFG
Bouchey Financial Group
New York
-$17.8M
5
NP
NorthRock Partners
Minnesota
-$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
26
Simmons Bank
Arkansas
$20.1M +$642K +6,551 +3%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$19.8M +$2.07M +21,102 +12%
PAG
28
Private Advisor Group
New Jersey
$18.7M +$190K +1,942 +1%
Fidelity International
29
Fidelity International
Bermuda
$18.5M +$1.45M +14,820 +9%
FA
30
Forefront Analytics
Pennsylvania
$17.7M +$94.9K +968 +0.5%
SFG
31
SNS Financial Group
Minnesota
$17.6M +$775K +7,900 +5%
MML Investors Services
32
MML Investors Services
Massachusetts
$16.9M +$781K +7,960 +5%
AAS
33
Avantax Advisory Services
Texas
$16.8M +$13.4M +136,998 +401%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$16.5M +$1.96M +19,960 +13%
CWM
35
Connecticut Wealth Management
Connecticut
$16.4M -$191K -1,945 -1%
DWM
36
Destination Wealth Management
California
$16.3M +$364K +3,715 +2%
RJA
37
Raymond James & Associates
Florida
$16.3M +$1.88M +19,173 +13%
HB
38
Homrich & Berg
Georgia
$15.9M +$166K +1,697 +1%
QI
39
QS Investors
New York
$15.4M -$20.9M -212,923 -58%
WFM
40
Wolff Financial Management
Michigan
$14.9M +$322K +3,285 +2%
DWA
41
Divergent Wealth Advisors
Utah
$14.2M -$2.3M -23,417 -14%
Goldman Sachs
42
Goldman Sachs
New York
$12.3M +$3.63M +37,034 +42%
BUB
43
BBVA USA Bancshares
Texas
$12M +$179K +1,822 +2%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$11.9M -$8.89M -90,632 -43%
AA
45
Ancora Advisors
Ohio
$11.6M -$12.6K -128 -0.1%
Truist Financial
46
Truist Financial
North Carolina
$11.5M +$11.5M +117,280 New
VCS
47
Vaughan & Co Securities
New Jersey
$11.3M +$11.3M +115,151 New
NEAM
48
New England Asset Management
Connecticut
$11.1M – – –
NP
49
NorthRock Partners
Minnesota
$10.9M -$16.6M -169,006 -60%
BCI
50
Brinker Capital Investments
Pennsylvania
$10.1M +$3.21M +32,735 +47%
1
2
3 4 5