HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

257 hedge funds and large institutions have $1.99B invested in iShares Core High Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
6.86%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
45
Increased
104
Reduced
67
Closed
24
Calls
$3K
Puts
$1K
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$79.2M
2
Morgan Stanley
Morgan Stanley
New York
+$24.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$19.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
NFG
Noven Financial Group
Colorado
+$16.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$56.7M
2
BG
Bahl & Gaynor
Ohio
-$19.1M
3
PPFA
Provida Pension Fund Administrator
Chile
-$17.7M
4
CS
Credit Suisse
Switzerland
-$12.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
76
Trustmark National Bank Trust Department
Mississippi
$2.22M +$45.2K +580 +2%
KTC
77
Kistler-Tiffany Companies
Pennsylvania
$2.1M -$22.1K -283 -1%
LGWM
78
Litman Gregory Wealth Management
California
$2.06M -$129K -1,650 -6%
AEPG
79
American Economic Planning Group
New Jersey
$2M +$153K +1,960 +8%
EDRIA
80
Edmonds Duncan Registered Investment Advisors
Kansas
$1.96M +$234 +3 +0%
GA
81
GFS Advisors
Texas
$1.95M +$1.95M +25,000 New
NFC
82
Northeast Financial Consultants
Connecticut
$1.93M -$231K -2,965 -11%
SC
83
Scotia Capital
Ontario, Canada
$1.9M -$326K -4,179 -15%
SB
84
Simmons Bank
Arkansas
$1.87M +$1.87M +24,002 New
ONB
85
Old National Bancorp
Indiana
$1.87M -$467K -5,990 -20%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$1.86M +$730K +9,352 +65%
LIM
87
Leavell Investment Management
Alabama
$1.79M – – –
KA
88
Klingman & Associates
New York
$1.78M -$550K -7,048 -24%
PWW
89
Pettyjohn Wood & White
Virginia
$1.78M +$14K +179 +0.8%
SWA
90
SFMG Wealth Advisors
Texas
$1.77M -$49.2K -631 -3%
FAAS
91
First Allied Advisory Services
California
$1.76M +$329K +4,206 +23%
NPC
92
National Planning Corporation
California
$1.75M -$2.41M -30,449 -58%
KF
93
Krilogy Financial
Missouri
$1.64M -$64.8K -830 -4%
ICOA
94
Investment Centers of America
North Dakota
$1.64M +$886K +11,364 +118%
SWP
95
Stratos Wealth Partners
Ohio
$1.59M +$1.15M +14,752 +263%
FIG
96
FundX Investment Group
California
$1.58M +$1.58M +20,185 New
LNC
97
Lincoln National Corp
Pennsylvania
$1.52M +$855K +10,951 +128%
CAN
98
Cetera Advisor Networks
California
$1.46M +$242K +3,108 +20%
HA
99
Hamel Associates
New Jersey
$1.46M +$1.46M +18,721 New
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$1.46M +$770K +9,866 +112%
2 3
4
5 6