HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

309 hedge funds and large institutions have $2.63B invested in iShares Core High Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
7.74%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.55%
New
48
Increased
103
Reduced
112
Closed
27
Calls
$2.02M
Puts
$247K
Net Calls
+$1.78M
Net Calls Change
-$1.4M

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$62.7M
2
Ameriprise
2
Ameriprise
Minnesota
$124M
3
Bank of America
3
Bank of America
North Carolina
$251M
4
FTUS
4
Flow Traders U.S.
New York
$12.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$214M

Top Sellers

1
DCM
1
Dupont Capital Management
Delaware
$0
2
QI
2
QS Investors
New York
$49.4M
3
FIG
3
FundX Investment Group
California
$0
4
NFG
4
Noven Financial Group
Colorado
$14.6M
5
UBS Group
5
UBS Group
Switzerland
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$8.2M -$1.33M -16,204 -14%
ACM
52
Aviance Capital Management
Florida
$8.1M -$1.7M -20,660 -17%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$7.66M +$91.8K +1,116 +1%
BWL
54
Bogart Wealth LLC
Virginia
$7.57M +$7.57M +92,035 New
Bank of New York Mellon
55
Bank of New York Mellon
New York
$6.87M -$2.04M -24,773 -23%
O
56
OppenheimerFunds
New York
$6.86M +$751K +9,131 +12%
AG
57
Advisor Group
Arizona
$6.86M +$1.34M +16,314 +24%
BCI
58
Brinker Capital Investments
Pennsylvania
$6.65M -$323K -3,921 -5%
MCM
59
MV Capital Management
Maryland
$6.5M -$487K -5,925 -7%
RJA
60
Raymond James & Associates
Florida
$6.48M -$2.65M -32,204 -29%
CP
61
Corbenic Partners
Pennsylvania
$6.42M -$245K -2,975 -4%
NAM
62
NTV Asset Management
West Virginia
$5.76M +$24K +292 +0.4%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$5.67M -$167K -2,035 -3%
KFP
64
Keystone Financial Planning
Ohio
$5.44M +$47.1K +573 +0.9%
LFAS
65
Level Four Advisory Services
Texas
$5.3M +$5.3M +64,388 New
BC
66
Brinker Capital
Pennsylvania
$5.17M -$1.14M -13,803 -18%
GB
67
Gunma Bank
Japan
$5.02M – – –
FF
68
Friedenthal Financial
New Jersey
$5M -$503K -6,119 -9%
BIM
69
BlackRock Investment Management
Delaware
$4.98M +$170K +2,066 +4%
PMG
70
ProVise Management Group
Florida
$4.98M -$435K -5,291 -8%
SB
71
Suntrust Banks
Georgia
$4.78M +$559K +6,795 +13%
CCG
72
Chatham Capital Group
Georgia
$4.55M -$716K -8,700 -14%
RSA
73
Robertson Stephens Advisors
California
$4.36M +$4.36M +52,999 New
CAL
74
Capital Advisors Ltd
Ohio
$4.02M -$93.5K -1,137 -2%
SWP
75
Stratos Wealth Partners
Ohio
$3.81M -$8.43M -102,480 -69%
1 2
3
4 5