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HDV

iShares Core High Dividend ETF

559 hedge funds and large institutions have $3.23B 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

270% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 147

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

14% more funds holding

Funds holding: 492559 (+67)

6% more capital invested

Capital invested by funds: $3.04B → $3.23B (+$182M)

1.09% less ownership

Funds ownership: 205.19%204.1% (-1.1%)

Holders
559
Holders Change
+67
Holders Change %
+13.62%
% of All Funds
11.01%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Simmons Bank
Arkansas
$20.1M +$625K +32,755 +3%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$19.8M +$2.01M +105,510 +12%
PAG
28
Private Advisor Group
New Jersey
$18.7M +$185K +9,710 +1%
Fidelity International
29
Fidelity International
Bermuda
$18.5M +$1.41M +74,100 +9%
FA
30
Forefront Analytics
Pennsylvania
$17.7M +$92.4K +4,840 +0.5%
SFG
31
SNS Financial Group
Minnesota
$17.6M +$754K +39,500 +5%
MML Investors Services
32
MML Investors Services
Massachusetts
$16.9M +$759K +39,800 +5%
AAS
33
Avantax Advisory Services
Texas
$16.8M +$13.1M +684,990 +401%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$16.5M +$1.9M +99,800 +13%
CWM
35
Connecticut Wealth Management
Connecticut
$16.4M -$186K -9,725 -1%
DWM
36
Destination Wealth Management
California
$16.3M +$354K +18,575 +2%
RJA
37
Raymond James & Associates
Florida
$16.3M +$1.83M +95,865 +13%
HB
38
Homrich & Berg
Georgia
$15.9M +$162K +8,485 +1%
QI
39
QS Investors
New York
$15.4M -$20.3M -1,064,615 -58%
WFM
40
Wolff Financial Management
Michigan
$14.9M +$313K +16,425 +2%
DWA
41
Divergent Wealth Advisors
Utah
$14.2M -$2.23M -117,085 -14%
Goldman Sachs
42
Goldman Sachs
New York
$12.3M +$3.53M +185,170 +42%
BUB
43
BBVA USA Bancshares
Texas
$12M +$174K +9,110 +2%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$11.9M -$8.65M -453,160 -43%
AA
45
Ancora Advisors
Ohio
$11.6M -$12.2K -640 -0.1%
Truist Financial
46
Truist Financial
North Carolina
$11.5M +$11.2M +586,400 New
VCS
47
Vaughan & Co Securities
New Jersey
$11.3M +$11M +575,755 New
NEAM
48
New England Asset Management
Connecticut
$11.1M
NP
49
NorthRock Partners
Minnesota
$10.9M -$16.1M -845,030 -60%
BCI
50
Brinker Capital Investments
Pennsylvania
$10.1M +$3.12M +163,675 +47%

HDV Hedge Fund Activity: Q4 2019 in Review

559 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2019, worth a combined $3.23B — up 6% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new HDV positions and 27 closed out — a net gain of 73 holders — while 201 added to existing stakes and 147 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $13.1M. The largest seller was M&T Bank, exiting entirely with an estimated $68.5M sold.

  • 559 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2019, up from 492 in Q3 2019.
  • Funds reported $3.23B of iShares Core High Dividend ETF stock for Q4 2019, up 6% quarter-over-quarter.
  • 100 funds opened new iShares Core High Dividend ETF positions in Q4 2019 and 27 closed out, a net change of +73 holders.
  • The largest iShares Core High Dividend ETF buyer in Q4 2019 was Avantax Advisory Services, an estimated $13.1M added.
  • The largest iShares Core High Dividend ETF seller in Q4 2019 was M&T Bank, an estimated $68.5M sold.

Based on aggregated 13F filings for Q4 2019.