HDV icon

iShares Core High Dividend ETF

491 hedge funds and large institutions have $3.04B invested in iShares Core High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 210 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
10.78%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.55%
New
40
Increased
210
Reduced
132
Closed
30
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
-$853K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
51
Shamrock Asset Management
Texas
$10.1M -$698K -7,415 -6%
Stifel Financial
52
Stifel Financial
Missouri
$9.6M +$969K +10,290 +11%
AAP
53
Arax Advisory Partners
Colorado
$8.91M +$371K +3,943 +4%
CA
54
Cetera Advisors
Colorado
$8.39M +$2.29M +24,330 +38%
Mariner
55
Mariner
Kansas
$8.38M +$1.9M +20,139 +29%
Goldman Sachs
56
Goldman Sachs
New York
$8.28M -$5.86M -62,187 -41%
Two Sigma Investments
57
Two Sigma Investments
New York
$8.1M +$4.92M +52,300 +155%
W
58
WealthOne
New York
$8.01M +$526K +5,584 +7%
LF
59
Lantz Financial
Illinois
$7.92M +$10.8K +118 +0.1%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$7.76M
KFP
61
Keystone Financial Planning
Ohio
$7.64M -$5.09K -54 -0.1%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$7.51M -$234K -2,483 -3%
NAM
63
NTV Asset Management
West Virginia
$7.43M +$189K +2,010 +3%
DAS
64
Dynamic Advisor Solutions
Arizona
$7.34M -$7.32M -77,763 -50%
HighTower Advisors
65
HighTower Advisors
Illinois
$7.03M +$295K +3,137 +4%
ASN
66
Advisory Services Network
Georgia
$7M
KCM
67
Karp Capital Management
California
$6.98M +$1.02M +10,816 +17%
AssetMark Inc
68
AssetMark Inc
California
$6.98M +$6.95M +73,861 +26,665%
HTC
69
Haverford Trust Company
Pennsylvania
$6.77M -$98.4K -1,045 -1%
JCM
70
Janney Capital Management
Pennsylvania
$6.7M -$834K -8,862 -11%
FI
71
FormulaFolio Investments
Michigan
$6.67M -$6.89M -73,208 -51%
BCI
72
Brinker Capital Investments
Pennsylvania
$6.58M +$653K +6,938 +11%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$6.56M +$74.1K +787 +1%
LFAS
74
Level Four Advisory Services
Texas
$6.17M +$8K +85 +0.1%
GB
75
Gunma Bank
Japan
$5.74M