HDV icon

iShares Core High Dividend ETF

717 hedge funds and large institutions have $4.72B invested in iShares Core High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+23
Holders Change %
+3.31%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.37%
New
85
Increased
215
Reduced
291
Closed
53
Calls
$54.2M
Puts
$1.8M
Net Calls
+$52.4M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NEPWA
501
New England Private Wealth Advisors
Massachusetts
$314K -$46.2K -453 -13%
BCA
502
Bay Colony Advisors
Massachusetts
$311K +$1.12K +11 +0.4%
HI
503
Human Investing
Oregon
$310K -$518K -5,079 -63%
MCCA
504
Mill Creek Capital Advisors
Pennsylvania
$309K +$54.1K +530 +21%
CNBTD
505
Citizens National Bank Trust Department
Mississippi
$309K
SC
506
Sykon Capital
New York
$308K -$36.7K -360 -11%
MWM
507
Mission Wealth Management
California
$308K +$60.9K +597 +25%
FCT
508
Family Capital Trust
Massachusetts
$306K
CA
509
Continuum Advisory
Idaho
$305K -$410K -4,022 -57%
LA
510
Latitude Advisors
Florida
$302K +$302K +2,962 New
NHC
511
Nicholas Hoffman & Company
Georgia
$301K +$2.96K +29 +1%
GA
512
Greytown Advisors
Florida
$301K
PIA
513
Perennial Investment Advisors
California
$299K
BC
514
Barrett & Company
Rhode Island
$298K +$2.96K +29 +1%
MPW
515
Monterey Private Wealth
California
$298K +$1.33K +13 +0.4%
HH
516
Hilltop Holdings
Texas
$298K -$261K -2,556 -47%
LOIP
517
Live Oak Investment Partners
Texas
$297K -$286K
SCM
518
SOL Capital Management
Maryland
$296K
DJYG
519
David J. Yvars Group
Florida
$296K +$3.57K +35 +1%
IAIM
520
International Assets Investment Management
Florida
$295K -$27.6K -271 -9%
VPP
521
Vertex Planning Partners
Illinois
$294K -$47.3K -464 -14%
AWM
522
Able Wealth Management
New Jersey
$293K +$293K +2,868 New
CWA
523
Consilio Wealth Advisors
Washington
$289K +$40.2K +394 +16%
KWA
524
Kellett Wealth Advisors
Ohio
$287K +$56.1K +550 +24%
GI
525
Gradient Investments
Minnesota
$286K +$3.57K +35 +1%