HDV icon

iShares Core High Dividend ETF

728 hedge funds and large institutions have $5.5B invested in iShares Core High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 271 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
10.53%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
81
Increased
271
Reduced
216
Closed
45
Calls
$96.7M
Puts
$6.59M
Net Calls
+$90.1M
Net Calls Change
-$7.22M
Name Holding Trade Value Shares
Change
Shares
Change %
AT
676
Avalon Trust
New Mexico
$35.3K
WIM
677
Westside Investment Management
California
$34.9K +$12.7K +108 +57%
HBW
678
Hazlett, Burt & Watson
West Virginia
$34K -$1.29K -11 -4%
CSWM
679
Cassady Schiller Wealth Management
Ohio
$33.5K
PCA
680
Providence Capital Advisors
North Carolina
$32.2K +$32.2K +274 New
AssetMark Inc
681
AssetMark Inc
California
$30.6K -$277K -2,359 -90%
PB
682
Pinnacle Bancorp
Nebraska
$29.4K -$7.65K -65 -21%
BAM
683
Bellevue Asset Management
Washington
$29.4K
NFSG
684
Newbridge Financial Services Group
Florida
$28.3K +$118 +1 +0.4%
LWANC
685
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.5K
SAM
686
Smartleaf Asset Management
Massachusetts
$26.9K
CHC
687
City Holding Co
West Virginia
$26.5K
CP
688
Castleview Partners
Texas
$24.9K
PMFA
689
Plante Moran Financial Advisors
Michigan
$23.1K +$23.1K +196 New
BCWM
690
Bartlett & Co Wealth Management
Ohio
$20.5K
MSFP
691
Mark Sheptoff Financial Planning
Connecticut
$19.4K
GTAM
692
Global Trust Asset Management
Florida
$18.7K
BBHC
693
Brown Brothers Harriman & Co
New York
$17.4K
LC
694
Lindbrook Capital
California
$16.3K
BSB
695
Bangor Savings Bank
Maine
$16.2K
GM
696
GeoWealth Management
Illinois
$15.8K +$15.8K +134 New
CAM
697
Clarity Asset Management
Iowa
$15.1K
EAM
698
Eukles Asset Management
Ohio
$13.3K
VWM
699
Venturi Wealth Management
Texas
$10.7K
CIA
700
Cape Investment Advisory
Georgia
$10.7K +$2.82K +24 +36%