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HDV

iShares Core High Dividend ETF

239 hedge funds and large institutions have $1.81B invested in iShares Core High Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $1.63B → $1.81B (+$181M)

9% more funds holding

Funds holding: 219239 (+20)

4.56% more ownership

Funds ownership: 207.18%211.74% (+4.6%)

11% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 85

Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
6.27%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.34%
New
35
Increased
76
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$1.2M
SWM
102
SVA Wealth Management
Wisconsin
$1.19M -$120K -8,095 -9%
Luther King Capital Management (LKCM)
103
Luther King Capital Management (LKCM)
Texas
$1.18M +$1.19M +80,355 New
DWM
104
Destination Wealth Management
California
$1.16M +$84.8K +5,735 +8%
CAN
105
Cetera Advisor Networks
California
$1.15M +$144K +9,735 +14%
AOWM
106
Alpha Omega Wealth Management
Virginia
$1.07M +$1.08M +73,005 New
Baird Financial Group
107
Baird Financial Group
Wisconsin
$1.06M +$792K +53,540 +287%
SHA
108
Smith Hayes Advisers
Nebraska
$1.01M -$10.1K -680 -1%
SMA
109
Simply Money Advisors
Ohio
$970K -$19.6M -1,328,290 -95%
BT
110
Beacon Trust
New Jersey
$970K -$154K -10,430 -14%
Northern Trust
111
Northern Trust
Illinois
$967K -$14K -945 -1%
CPA
112
Court Place Advisors
Maryland
$961K
GGI
113
Godsey & Gibb Inc
Virginia
$949K +$62.9K +4,255 +7%
RW
114
Rand Wealth
Maryland
$923K -$91.7K -6,200 -9%
ADL
115
Asset Dedication LLC
California
$921K +$928K +62,755 New
ICAS
116
Investors Capital Advisory Services
Massachusetts
$907K -$261K -17,645 -22%
CPSAC
117
Chas P. Smith & Associates (CPS)
Florida
$826K +$67.9K +4,590 +9%
JIP
118
Jaffetilchin Investment Partners
Florida
$801K -$12.9K -875 -2%
HSA
119
HBK Sorce Advisory
Pennsylvania
$775K +$58.1K +3,930 +8%
IP
120
Investment Partners
Ohio
$772K +$65K +4,395 +9%
PP
121
Patten & Patten
Tennessee
$743K -$17.4K -1,175 -2%
FSA
122
Financial Sense Advisors
California
$734K
ACP
123
Arcus Capital Partners
Georgia
$723K +$729K +49,270 New
ICOA
124
Investment Centers of America
North Dakota
$709K +$183K +12,375 +35%
SPC
125
Sigma Planning Corp
Michigan
$706K -$32.9K -2,225 -4%