HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

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

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$19M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.4M
3
AWM
AE Wealth Management
Kansas
+$10.6M
4
SS
Simplicity Solutions
Minnesota
+$9.66M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.58M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.1M
2
Mariner
Mariner
Kansas
-$10M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.88M
4
Goldman Sachs
Goldman Sachs
New York
-$8.86M
5
KFA
Kelleher Financial Advisors
New York
-$7.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
526
Thoroughbred Financial Services
Tennessee
– -$255K -3,172 Closed
PA
527
PSI Advisors
Florida
– -$245K -3,052 Closed
IC
528
IEQ Capital
California
– -$241K -2,992 Closed
CAG
529
Csenge Advisory Group
Florida
– -$230K -2,847 Closed
CAM
530
Cresset Asset Management
Illinois
– -$219K -2,725 Closed
FCCM
531
First City Capital Management
Georgia
– -$200K -2,442 Closed
PCIA
532
Prime Capital Investment Advisors
Kansas
– -$80K -1,000 Closed
SIM
533
Sonora Investment Management
Arizona
– -$41K -506 Closed
NNP
534
Nachman Norwood & Parrott
South Carolina
– -$25K -306 Closed
ONST
535
Old North State Trust
North Carolina
– -$21K -262 Closed
GWS
536
Glassman Wealth Services
Virginia
– -$20K -243 Closed
BFEC
537
Benjamin F. Edwards & Company
Missouri
– -$18K -229 Closed
Fifth Third Bancorp
538
Fifth Third Bancorp
Ohio
– -$16K -201 Closed
CIA
539
Cascade Investment Advisors
Oregon
– -$16.1K -200 Closed
S
540
SignatureFD
Georgia
– -$16K -198 Closed
LFASL
541
Lugano Financial Advisors SA (LFA)
Switzerland
– -$16K -190 Closed
CAL
542
Capital Analysts LLC
Pennsylvania
– -$12K -146 Closed
WP
543
WealthShield Partners
North Carolina
– -$12K -146 Closed
CBT
544
Central Bank & Trust
Kentucky
– -$8K -100 Closed
KFA
545
Kelleher Financial Advisors
New York
– -$7.16M -89 Closed
LC
546
Lindbrook Capital
California
– -$6K -75 Closed
WB
547
Webster Bank
Connecticut
– -$5K -65 Closed
18 19 20 21
22