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HDV

iShares Core High Dividend ETF

327 hedge funds and large institutions have $2.59B invested in iShares Core High Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 108

5% more capital invested

Capital invested by funds: $2.46B → $2.59B (+$133M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

2.22% more ownership

Funds ownership: 198.12%200.35% (+2.2%)

2% more funds holding

Funds holding: 321327 (+6)

Holders
327
Holders Change
+6
Holders Change %
+1.87%
% of All Funds
8.15%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.55%
New
32
Increased
125
Reduced
108
Closed
22
Calls
$2.78M
Puts
Net Calls
+$2.78M
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$3.6M -$10.4K -615 -0.3%
SWP
77
Stratos Wealth Partners
Ohio
$3.44M -$30.2K -1,795 -0.9%
FA
78
FC Advisory
Pennsylvania
$3.39M -$105K -6,255 -3%
CAN
79
Cetera Advisor Networks
California
$3.31M -$18.5K -1,095 -0.6%
LWA
80
Lowe Wealth Advisors
Maryland
$3.3M -$11.8K -700 -0.4%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$3.26M +$133K +7,915 +4%
AIP
82
Ahrens Investment Partners
Louisiana
$3.25M -$388K -23,000 -11%
BIAS
83
Beacon Investment Advisory Services
New Jersey
$3.23M +$1.85M +109,540 +140%
GT
84
Glenmede Trust
Pennsylvania
$3.18M -$150K -8,910 -5%
WA
85
Winfield Associates
Ohio
$3.17M -$101K -6,000 -3%
Barclays
86
Barclays
United Kingdom
$3.16M
SI
87
Stephens Inc
Arkansas
$3.15M -$2.44K -145 -0.1%
TSS
88
Two Sigma Securities
New York
$3.09M +$3.03M +179,935 New
Baird Financial Group
89
Baird Financial Group
Wisconsin
$2.61M +$551K +32,690 +27%
ICOA
90
Investment Centers of America
North Dakota
$2.53M -$148K -8,760 -6%
NPC
91
National Planning Corporation
California
$2.4M -$17.5K -1,040 -0.7%
NFC
92
Northeast Financial Consultants
Connecticut
$2.4M +$2.95K +175 +0.1%
JIP
93
Jaffetilchin Investment Partners
Florida
$2.4M +$1.28M +76,140 +120%
ASN
94
Advisory Services Network
Georgia
$2.23M +$771K +45,755 +54%
DADC
95
D.A. Davidson & Co
Montana
$2.15M +$45.8K +2,715 +2%
GA
96
GFS Advisors
Texas
$2.15M -$506 -30 -0%
BAC
97
Boys Arnold & Co
North Carolina
$2.14M +$31.6K +1,875 +2%
AEPG
98
American Economic Planning Group
New Jersey
$2.05M +$45.2K +2,685 +2%
LGWM
99
Litman Gregory Wealth Management
California
$2.04M -$74.3K -4,410 -4%
FAAS
100
First Allied Advisory Services
California
$2M +$97.1K +5,765 +5%

HDV Hedge Fund Activity: Q3 2017 in Review

327 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2017, worth a combined $2.59B — up 5.4% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HDV positions and 22 closed out — a net gain of 10 holders — while 125 added to existing stakes and 108 trimmed.

The largest buyer was BlackRock, adding an estimated $47.7M. The largest seller was Ameriprise, cutting an estimated $14.4M.

  • 327 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2017, up from 321 in Q2 2017.
  • Funds reported $2.59B of iShares Core High Dividend ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 32 funds opened new iShares Core High Dividend ETF positions in Q3 2017 and 22 closed out, a net change of +10 holders.
  • The largest iShares Core High Dividend ETF buyer in Q3 2017 was BlackRock, an estimated $47.7M added.
  • The largest iShares Core High Dividend ETF seller in Q3 2017 was Ameriprise, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2017.