We are live on ! Find out more
HDV

iShares Core High Dividend ETF

309 hedge funds and large institutions have $2.63B invested in iShares Core High Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $247K

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

5% more funds holding

Funds holding: 295309 (+14)

0.35% less ownership

Funds ownership: 206.32%205.97% (-0.35%)

1% less capital invested

Capital invested by funds: $2.67B → $2.63B (-$34.7M)

8% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 112

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
7.73%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.55%
New
48
Increased
103
Reduced
112
Closed
27
Calls
$2.02M
Puts
$247K
Net Calls
+$1.78M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
76
Aspiriant LLC
California
$3.77M +$17.1M +1,060,700 +3,387%
FAN
77
Financial Advisors Network
California
$3.58M +$3.52M +218,670 New
FA
78
FC Advisory
Pennsylvania
$3.51M +$4.83K +300 +0.1%
HS
79
Huntington Steele
Pennsylvania
$3.51M +$388K +24,090 +13%
GI
80
Gradient Investments
Minnesota
$3.44M +$3.37M +209,135 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$3.4M +$3.33M +206,805 New
IA
82
IFP Advisors
Florida
$3.34M +$424K +26,365 +15%
GT
83
Glenmede Trust
Pennsylvania
$3.28M -$50.7K -3,150 -2%
LNC
84
Lincoln National Corp
Pennsylvania
$3.27M +$385K +23,915 +14%
HighTower Advisors
85
HighTower Advisors
Illinois
$3.26M -$86.7K -5,385 -3%
BTS
86
BB&T Securities
Virginia
$3.25M -$26.2K -1,625 -0.8%
HTC
87
Haverford Trust Company
Pennsylvania
$3.22M -$18.1K -1,125 -0.6%
WA
88
Winfield Associates
Ohio
$3.19M -$8.05K -500 -0.3%
LWA
89
Lowe Wealth Advisors
Maryland
$3.09M -$40.8K -2,535 -1%
SI
90
Stephens Inc
Arkansas
$3.02M -$46.2K -2,870 -2%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$3.02M -$99.7K -6,195 -3%
SG Americas Securities
92
SG Americas Securities
New York
$2.86M +$2M +124,225 +249%
AIP
93
Ahrens Investment Partners
Louisiana
$2.66M +$2.6M +161,500 New
SC
94
Scotia Capital
Ontario, Canada
$2.37M -$30.3K -1,880 -1%
NFG
95
Next Financial Group
Texas
$2.33M +$35.1K +2,180 +2%
NPC
96
National Planning Corporation
California
$2.24M +$354K +22,005 +19%
NFC
97
Northeast Financial Consultants
Connecticut
$2.21M +$2.58K +160 +0.1%
CAN
98
Cetera Advisor Networks
California
$2.2M -$825K -51,225 -28%
JIP
99
Jaffetilchin Investment Partners
Florida
$2.17M +$461K +28,625 +28%
SB
100
Simmons Bank
Arkansas
$2.15M +$54.3K +3,375 +3%