HDV icon

iShares Core High Dividend ETF

185 hedge funds and large institutions have $1.93B invested in iShares Core High Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 90 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
5.37%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.49%
New
15
Increased
90
Reduced
52
Closed
10
Calls
$339K
Puts
$1.13M
Net Calls
-$790K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Shares
Change %
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$2.02M
KFS
77
KMS Financial Services
Washington
$1.97M +$1M +13,350 +104%
AIG
78
American International Group
New York
$1.89M -$254K -3,376 -12%
HSA
79
HBK Sorce Advisory
Pennsylvania
$1.84M +$625K +8,307 +51%
KTC
80
Kistler-Tiffany Companies
Pennsylvania
$1.83M +$521K +6,928 +40%
AEPG
81
American Economic Planning Group
New Jersey
$1.73M -$3.16K -42 -0.2%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$1.63M +$559K +7,434 +52%
LIM
83
Leavell Investment Management
Alabama
$1.6M
PWW
84
Pettyjohn Wood & White
Virginia
$1.41M -$11.3K -150 -0.8%
BT
85
Beacon Trust
New Jersey
$1.39M -$253K -3,363 -15%
WTC
86
WhitTier Trust Company
Nevada
$1.37M
SFT
87
Simmons First Trust
Arkansas
$1.3M -$489K -6,498 -27%
VFAM
88
Valley Forge Asset Management
Pennsylvania
$1.29M +$271K +3,605 +27%
AAS
89
Annex Advisory Services
Wisconsin
$1.28M -$102K -1,354 -7%
MA
90
MCF Advisors
Kentucky
$1.27M +$53.2K +745 +4%
HTC
91
Haverford Trust Company
Pennsylvania
$1.24M +$253K +3,365 +26%
FAAS
92
First Allied Advisory Services
California
$1.22M -$7.45K -99 -0.6%
MA
93
MUFG Americas
New York
$1.15M +$157K +2,089 +16%
VIA
94
Vantage Investment Advisors
Pennsylvania
$1.11M
SAG
95
Sterne Agee Group
Alabama
$1.05M +$36.3K +483 +4%
PSI
96
Pinnacle Summer Investments
Virginia
$1.03M -$15.1K -200 -1%
Citigroup
97
Citigroup
New York
$909K +$207K +2,749 +29%
HF
98
Hoxton Financial
West Virginia
$901K +$62.6K +832 +7%
ICAS
99
Investors Capital Advisory Services
Massachusetts
$884K +$63.1K +839 +8%
CCM
100
Coe Capital Management
Illinois
$870K -$51.9K -690 -6%