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HDV

iShares Core High Dividend ETF
HDV

147 hedge funds and large institutions have $1.37B invested in iShares Core High Dividend ETF in 2013 Q2 according to their latest regulatory filings, with 147 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

217.82% more ownership

Funds ownership: 0% → 217.82% (+218%)

Holders
147
Holders Change
+147
Holders Change %
–
% of All Funds
4.8%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
% of All Funds
0.55%
New
147
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
51
NewSquare Capital
Pennsylvania
$3.27M +$3.31M +244,510 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$3.25M +$3.31M +244,525 New
MFS
53
MSI Financial Services
Massachusetts
$2.95M +$3.01M +222,550 New
SG Americas Securities
54
SG Americas Securities
New York
$2.93M +$2.98M +220,585 New
LGWM
55
Litman Gregory Wealth Management
California
$2.86M +$2.91M +215,420 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$2.85M +$2.9M +214,520 New
WTNA
57
Wilmington Trust National Association
Delaware
$2.84M +$2.89M +214,050 New
CBU
58
CIBC Bank USA
Illinois
$2.83M +$2.88M +212,890 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$2.72M +$2.77M +205,100 New
Bank of Nova Scotia
60
Bank of Nova Scotia
Ontario, Canada
$2.66M +$2.71M +200,500 New
TNBTD
61
Trustmark National Bank Trust Department
Mississippi
$2.41M +$2.45M +181,400 New
NAM
62
NTV Asset Management
West Virginia
$2.35M +$2.39M +177,085 New
FBT
63
Founders Bank & Trust
Michigan
$2.31M +$2.36M +174,395 New
FAAS
64
First Allied Advisory Services
California
$2.14M +$2.18M +161,520 New
SNC
65
Stifel Nicolaus & Co
Missouri
$1.99M +$2.03M +150,265 New
PP
66
Patten & Patten
Tennessee
$1.8M +$1.83M +135,385 New
AAS
67
Annex Advisory Services
Wisconsin
$1.75M +$1.79M +132,305 New
HSA
68
HBK Sorce Advisory
Pennsylvania
$1.73M +$1.82M +134,760 New
BIT
69
BlackRock Institutional Trust
California
$1.7M +$1.74M +128,430 New
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$1.55M +$1.58M +116,815 New
LIM
71
Leavell Investment Management
Alabama
$1.53M +$1.56M +115,455 New
ACM
72
Argentus Capital Management
Texas
$1.5M +$1.53M +113,105 New
SC
73
Scotia Capital
Ontario, Canada
$1.5M +$1.53M +113,005 New
NPC
74
National Planning Corporation
California
$1.45M +$1.48M +109,125 New
VFAM
75
Valley Forge Asset Management
Pennsylvania
$1.42M +$1.45M +107,285 New
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