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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
IF
526
Ironwood Financial
Arizona
$25K
RCA
527
Rowland Carmichael Advisors
Arizona
$25K
GFPC
528
Global Financial Private Capital
Florida
$25K +$12.7K +665 +107%
RBC
529
Roble Belko & Company
Pennsylvania
$23K
SIS
530
Sound Income Strategies
Florida
$23K
BFEC
531
Benjamin F. Edwards & Company
Missouri
$22K
JWBC
532
John W. Brooker & Co
California
$22K +$21K +1,100 New
HI
533
Hudock Inc
Pennsylvania
$22K +$21.9K +1,150 New
CIA
534
Cascade Investment Advisors
Oregon
$19.6K
LFASL
535
Lugano Financial Advisors SA (LFA)
Switzerland
$19K +$18.1K +950 New
CIAS
536
Capital Investment Advisory Services
North Carolina
$18K -$14.9K -780 -46%
IAS
537
IMA Advisory Services
Colorado
$17K
MSFP
538
Mark Sheptoff Financial Planning
Connecticut
$15K
Rockefeller Capital Management
539
Rockefeller Capital Management
New York
$15K +$14.3K +750 New
CAL
540
Capital Analysts LLC
Pennsylvania
$14K -$4.67K -245 -25%
CWM
541
Cedar Wealth Management
California
$14K +$13.5K +705 New
SIM
542
Sonora Investment Management
Arizona
$13K -$7.82K -410 -37%
SCA
543
Stonebridge Capital Advisors
Minnesota
$12K
EAM
544
Eukles Asset Management
Ohio
$11K
SCA
545
Stuart Chaussee & Associates
California
$11K
GEA
546
Glen Eagle Advisors
New Jersey
$11K
GAM
547
Gemmer Asset Management
California
$10K +$95 +5 +1%
GI
548
Gradient Investments
Minnesota
$9K
RWG
549
Regal Wealth Group
California
$9K +$95 +5 +1%
TFA
550
Toth Financial Advisory
Virginia
$9K +$8.59K +450 New

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.