We are live on ! Find out more
HDV

iShares Core High Dividend ETF

239 hedge funds and large institutions have $1.81B invested in iShares Core High Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $1.63B → $1.81B (+$181M)

9% more funds holding

Funds holding: 219239 (+20)

4.56% more ownership

Funds ownership: 207.18%211.74% (+4.6%)

11% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 85

Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
6.27%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.34%
New
35
Increased
76
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
51
Bank Hapoalim BM
Israel
$4.45M -$216K -14,615 -5%
IPC
52
Independent Portfolio Consultants
Florida
$4.38M +$4.41M +298,225 New
Stifel Financial
53
Stifel Financial
Missouri
$4.22M -$720K -48,675 -14%
FMLI
54
Fukoku Mutual Life Insurance
Japan
$4.22M +$4.25M +287,500 New
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$4.21M +$404K +27,330 +11%
RJA
56
Raymond James & Associates
Florida
$3.91M +$53.5K +3,620 +1%
NPC
57
National Planning Corporation
California
$3.81M +$1.34M +90,560 +53%
HF
58
HRT Financial
New York
$3.51M +$3.53M +238,890 New
BAC
59
Boys Arnold & Co
North Carolina
$3.46M +$1.61M +108,850 +86%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$3.37M +$3.03M +204,565 +831%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$3.34M +$2.9M +196,325 +634%
SI
62
Stephens Inc
Arkansas
$3.22M -$3.7M -250,210 -53%
CAL
63
Capital Advisors Ltd
Ohio
$3.16M +$1.32M +89,510 +71%
FA
64
FC Advisory
Pennsylvania
$3.15M -$78.9K -5,335 -2%
GT
65
Glenmede Trust
Pennsylvania
$2.9M -$2.77M -187,095 -49%
WA
66
Winfield Associates
Ohio
$2.89M -$7.39K -500 -0.3%
BIM
67
BlackRock Investment Management
Delaware
$2.83M -$9.63M -651,130 -77%
LWA
68
Lowe Wealth Advisors
Maryland
$2.76M +$99.1K +6,700 +4%
William Blair & Company
69
William Blair & Company
Illinois
$2.6M -$8.33M -563,005 -76%
VFAM
70
Valley Forge Asset Management
Pennsylvania
$2.54M +$419K +28,325 +20%
MCM
71
MV Capital Management
Maryland
$2.48M +$891K +60,255 +56%
EWM
72
Evercore Wealth Management
New York
$2.45M
HTC
73
Haverford Trust Company
Pennsylvania
$2.45M +$188K +12,705 +8%
VF
74
Virtu Financial
New York
$2.41M +$1.52M +102,930 +169%
UFA
75
US Financial Advisors
Massachusetts
$2.31M +$139K +9,365 +6%