HDV icon

iShares Core High Dividend ETF

305 hedge funds and large institutions have $2.58B invested in iShares Core High Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
7.6%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
31
Increased
120
Reduced
98
Closed
28
Calls
$1.31M
Puts
$219K
Net Calls
+$1.09M
Net Calls Change
-$687K
Name Holding Trade Value Shares
Change
Shares
Change %
HA
101
Hamel Associates
New Jersey
$2.09M -$14.7K -175 -0.7%
LGWM
102
Litman Gregory Wealth Management
California
$2.06M
Baird Financial Group
103
Baird Financial Group
Wisconsin
$2M -$78.2K -933 -4%
TNBTD
104
Trustmark National Bank Trust Department
Mississippi
$2M -$29.3K -350 -1%
RG
105
Rikoon Group
New Mexico
$1.99M -$134K -1,611 -6%
BAC
106
Boys Arnold & Co
North Carolina
$1.97M -$107K -1,280 -5%
SS
107
Simplicity Solutions
Minnesota
$1.95M +$1.95M +23,290 New
AEPG
108
American Economic Planning Group
New Jersey
$1.95M +$18.6K +222 +1%
LIM
109
Leavell Investment Management
Alabama
$1.91M -$76.7K -915 -4%
KTC
110
Kistler-Tiffany Companies
Pennsylvania
$1.9M -$19.6K -234 -1%
FAAS
111
First Allied Advisory Services
California
$1.89M +$215K +2,568 +13%
SWA
112
SFMG Wealth Advisors
Texas
$1.83M -$144K -1,715 -7%
KA
113
Klingman & Associates
New York
$1.82M
PWW
114
Pettyjohn Wood & White
Virginia
$1.72M -$1.68K -20 -0.1%
NFG
115
Next Financial Group
Texas
$1.65M -$715K -8,589 -30%
PP
116
PagnatoKarp Partners
Virginia
$1.61M -$289K -3,447 -15%
SG Americas Securities
117
SG Americas Securities
New York
$1.61M -$1.31M -15,600 -45%
FHA
118
Flagship Harbor Advisors
Massachusetts
$1.6M +$47.3K +564 +3%
KF
119
Krilogy Financial
Missouri
$1.58M
CFA
120
Carroll Financial Associates
North Carolina
$1.52M -$460K -5,484 -23%
BAAM
121
Baker Avenue Asset Management
California
$1.5M -$391K -4,666 -21%
CWM
122
Cornerstone Wealth Management
Missouri
$1.47M +$621K +7,405 +73%
SFG
123
StrategIQ Financial Group
Indiana
$1.46M +$18.9K +226 +1%
AAP
124
Arax Advisory Partners
Colorado
$1.4M -$100K -1,195 -7%
William Blair & Company
125
William Blair & Company
Illinois
$1.4M +$96.1K +1,135 +7%