HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

152 hedge funds and large institutions have $1.16B invested in iShares Core High Dividend ETF in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
4.93%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
24
Increased
61
Reduced
45
Closed
18
Calls
$232K
Puts
$557K
Net Calls
-$325K
Net Calls Change
-$325K

Top Buyers

1
AAA
1
Alpine Associates Advisors
New Jersey
$36.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$16M
3
Wells Fargo
3
Wells Fargo
California
$50.7M
4
U
4
UBS
Switzerland
$55.9M
5
HB
5
Homrich & Berg
Georgia
$74.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$53.3M
2
CS
2
Credit Suisse
Switzerland
$14.8M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$5.24M
4
Bank of America
4
Bank of America
North Carolina
$53.2M
5
USAA
5
United Services Automobile Association
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
51
MSI Financial Services
Massachusetts
$2.75M 41,530 -2,980 -7%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$2.6M 39,201 -1,819 -4%
NC
53
NewSquare Capital
Pennsylvania
$2.57M 38,732 -10,170 -21%
NAM
54
NTV Asset Management
West Virginia
$2.54M 38,335 +2,918 +8%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.49M 37,633 -22,244 -37%
LGWM
56
Litman Gregory Wealth Management
California
$2.43M 36,622 -6,462 -15%
TNBTD
57
Trustmark National Bank Trust Department
Mississippi
$2.38M 35,830 -450 -1%
BG
58
Bahl & Gaynor
Ohio
$2.29M 34,584 +34,584 New
FBT
59
Founders Bank & Trust
Michigan
$2.16M 32,593 -2,286 -7%
BIT
60
BlackRock Institutional Trust
California
$2.13M 32,123 +6,437 +25%
GT
61
Glenmede Trust
Pennsylvania
$2.03M 30,676 +24,876 +429%
SNC
62
Stifel Nicolaus & Co
Missouri
$2.01M 30,307 +254 +0.8%
FAAS
63
First Allied Advisory Services
California
$1.94M 29,311 -2,993 -9%
NPC
64
National Planning Corporation
California
$1.84M 27,518 +5,693 +26%
PP
65
Patten & Patten
Tennessee
$1.7M 25,689 -1,388 -5%
DS
66
DRW Securities
Illinois
$1.67M 23,889 +23,889 New
SC
67
Scotia Capital
Ontario, Canada
$1.66M 24,997 +2,396 +11%
SF
68
Synovus Financial
Georgia
$1.64M 24,760 +7,725 +45%
Bank of Nova Scotia
69
Bank of Nova Scotia
Ontario, Canada
$1.64M 24,600 -15,500 -39%
VFAM
70
Valley Forge Asset Management
Pennsylvania
$1.63M 24,532 +3,075 +14%
LIM
71
Leavell Investment Management
Alabama
$1.61M 24,291 +1,200 +5%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$1.55M 23,363 – –
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$1.46M 22,083 +1,694 +8%
ACM
74
Argentus Capital Management
Texas
$1.44M 21,769 -852 -4%
AAS
75
Annex Advisory Services
Wisconsin
$1.37M 20,651 -5,810 -22%
1 2
3
4 5