HDV icon

iShares Core High Dividend ETF

503 hedge funds and large institutions have $2.2B invested in iShares Core High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 144 increasing their positions, 194 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+31
Holders Change %
+6.57%
% of All Funds
8.92%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
80
Increased
144
Reduced
194
Closed
41
Calls
$14.6M
Puts
Net Calls
+$14.6M
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
476
IMA Advisory Services
Colorado
$15K
VCM
477
Vigilant Capital Management
Maine
$15K +$15K +168 New
FCH
478
Freestone Capital Holdings
Washington
$15K +$15K +171 New
GTAM
479
Global Trust Asset Management
Florida
$14K -$21.6K -245 -61%
MSFP
480
Mark Sheptoff Financial Planning
Connecticut
$13K
JCM
481
Jacobi Capital Management
Pennsylvania
$13K
EAM
482
Eukles Asset Management
Ohio
$10K
WWM
483
Wagner Wealth Management
South Carolina
$10K +$10K +110 New
COCM
484
Charter Oak Capital Management
New Hampshire
$10K +$10K +113 New
TFS
485
TrustCore Financial Services
Tennessee
$9K
SFA
486
Stewardship Financial Advisors
Georgia
$9K
RWG
487
Regal Wealth Group
California
$9K +$93 +1 +1%
KFI
488
Key Financial Inc
Pennsylvania
$9K +$9K +100 New
GEA
489
Glen Eagle Advisors
New Jersey
$8.77K
MWC
490
MBM Wealth Consultants
Missouri
$8K -$539 -6 -6%
POIA
491
Pin Oak Investment Advisors
Texas
$8K
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$7K
RPWA
493
Regent Peak Wealth Advisors
Georgia
$6K +$6K +64 New
VNA
494
Valley National Advisers
Pennsylvania
$6K +$6K +74 New
PWA
495
Phoenix Wealth Advisors
North Carolina
$6K +$6K +74 New
OIM
496
Oder Investment Management
California
$6K +$6K +74 New
RIA
497
RPG Investment Advisory
California
$5K
RMC
498
Resources Management Corp
Connecticut
$4K
DSC
499
Duncker Streett & Co
Missouri
$4K
AssetMark Inc
500
AssetMark Inc
California
$3K -$107K -1,217 -97%