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HDV

iShares Core High Dividend ETF

295 hedge funds and large institutions have $2.67B invested in iShares Core High Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 111 increasing their positions, 95 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

17% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 95

5% more funds holding

Funds holding: 281295 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0% less capital invested

Capital invested by funds: $2.67B → $2.67B (-$1.81M)

24.37% less ownership

Funds ownership: 230.69%206.32% (-24%)

Holders
295
Holders Change
+14
Holders Change %
+4.98%
% of All Funds
7.87%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
36
Increased
111
Reduced
95
Closed
17
Calls
$3.17M
Puts
Net Calls
+$3.17M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
76
Baker Avenue Asset Management
California
$3.53M -$2.07M -126,065 -37%
FA
77
FC Advisory
Pennsylvania
$3.49M +$32.1K +1,950 +0.9%
HighTower Advisors
78
HighTower Advisors
Illinois
$3.31M -$35.9K -2,180 -1%
GT
79
Glenmede Trust
Pennsylvania
$3.29M -$169K -10,265 -5%
BTS
80
BB&T Securities
Virginia
$3.25M +$468K +28,435 +17%
UFF
81
USA Financial Formulas
Michigan
$3.25M +$3.29M +199,895 New
SPC
82
Sigma Planning Corp
Michigan
$3.22M +$1.35M +81,955 +71%
HTC
83
Haverford Trust Company
Pennsylvania
$3.2M +$156K +9,500 +5%
WA
84
Winfield Associates
Ohio
$3.16M -$65.8K -4,000 -2%
LWA
85
Lowe Wealth Advisors
Maryland
$3.1M -$1.23K -75 -0%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$3.08M +$176K +10,720 +6%
HS
87
Huntington Steele
Pennsylvania
$3.07M +$2.87M +174,515 +1,197%
SI
88
Stephens Inc
Arkansas
$3.03M -$149K -9,055 -5%
CAN
89
Cetera Advisor Networks
California
$3.01M +$1.25M +75,815 +69%
IA
90
IFP Advisors
Florida
$2.87M -$42.5K -2,580 -1%
LNC
91
Lincoln National Corp
Pennsylvania
$2.84M +$792K +48,140 +38%
CWM
92
Concert Wealth Management
California
$2.71M +$2.75M +167,375 New
BG
93
Bahl & Gaynor
Ohio
$2.64M -$236K -14,360 -8%
CCMG
94
Clark Capital Management Group
Pennsylvania
$2.53M -$26.8M -1,628,195 -91%
SC
95
Scotia Capital
Ontario, Canada
$2.37M +$373K +22,670 +18%
NFG
96
Next Financial Group
Texas
$2.27M +$821K +49,920 +56%
NFC
97
Northeast Financial Consultants
Connecticut
$2.18M +$167K +10,170 +8%
GA
98
GFS Advisors
Texas
$2.13M +$102K +6,175 +5%
LGWM
99
Litman Gregory Wealth Management
California
$2.09M -$54.5K -3,315 -3%
SB
100
Simmons Bank
Arkansas
$2.07M -$10.3K -625 -0.5%