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HDV

iShares Core High Dividend ETF

327 hedge funds and large institutions have $2.59B invested in iShares Core High Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 108

5% more capital invested

Capital invested by funds: $2.46B → $2.59B (+$133M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

2.22% more ownership

Funds ownership: 198.12%200.35% (+2.2%)

2% more funds holding

Funds holding: 321327 (+6)

Holders
327
Holders Change
+6
Holders Change %
+1.87%
% of All Funds
8.15%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.55%
New
32
Increased
125
Reduced
108
Closed
22
Calls
$2.78M
Puts
Net Calls
+$2.78M
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Suntrust Banks
Georgia
$6.07M -$593K -35,185 -9%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$5.92M +$22.1K +1,310 +0.4%
LFAS
53
Level Four Advisory Services
Texas
$5.87M -$534K -31,705 -8%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.78M -$3.53M -209,290 -38%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$5.74M +$420K +24,930 +8%
BTS
56
BB&T Securities
Virginia
$5.35M -$2.01M -119,195 -28%
GB
57
Gunma Bank
Japan
$5.24M
FHB
58
First Hawaiian Bank
Hawaii
$5.12M +$120K +7,100 +2%
BCI
59
Brinker Capital Investments
Pennsylvania
$4.89M -$49.7K -2,950 -1%
GI
60
Gradient Investments
Minnesota
$4.61M +$239K +14,165 +6%
CAL
61
Capital Advisors Ltd
Ohio
$4.51M -$27.6K -1,640 -0.6%
CCG
62
Chatham Capital Group
Georgia
$4.47M -$103K -6,125 -2%
HighTower Advisors
63
HighTower Advisors
Illinois
$4.45M +$302K +17,945 +7%
CFD
64
Creative Financial Designs
Indiana
$4.44M +$461K +27,370 +12%
HTC
65
Haverford Trust Company
Pennsylvania
$4.4M +$128K +7,600 +3%
PAMG
66
Patton Albertson Miller Group
Tennessee
$4.38M +$88.2K +5,235 +2%
FAN
67
Financial Advisors Network
California
$4.35M +$115K +6,815 +3%
SPC
68
Sigma Planning Corp
Michigan
$4.24M +$497K +29,510 +14%
ONB
69
Old National Bancorp
Indiana
$4.2M -$5.26M -312,235 -56%
IWM
70
IHT Wealth Management
Illinois
$4.15M +$148K +8,765 +4%
PMG
71
ProVise Management Group
Florida
$4.12M -$149K -8,850 -4%
LNC
72
Lincoln National Corp
Pennsylvania
$4.12M +$38.1K +2,260 +1%
PFO
73
Pathstone Family Office
New Jersey
$4.03M +$14.8K +880 +0.4%
CP
74
Corbenic Partners
Pennsylvania
$3.75M -$1.11M -65,765 -23%
HS
75
Huntington Steele
Pennsylvania
$3.75M +$185K +10,985 +5%

HDV Hedge Fund Activity: Q3 2017 in Review

327 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2017, worth a combined $2.59B — up 5.4% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HDV positions and 22 closed out — a net gain of 10 holders — while 125 added to existing stakes and 108 trimmed.

The largest buyer was BlackRock, adding an estimated $47.7M. The largest seller was Ameriprise, cutting an estimated $14.4M.

  • 327 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2017, up from 321 in Q2 2017.
  • Funds reported $2.59B of iShares Core High Dividend ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 32 funds opened new iShares Core High Dividend ETF positions in Q3 2017 and 22 closed out, a net change of +10 holders.
  • The largest iShares Core High Dividend ETF buyer in Q3 2017 was BlackRock, an estimated $47.7M added.
  • The largest iShares Core High Dividend ETF seller in Q3 2017 was Ameriprise, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2017.