HDV icon

iShares Core High Dividend ETF

501 hedge funds and large institutions have $2.55B invested in iShares Core High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 229 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-57
Holders Change %
-10.22%
% of All Funds
11.07%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.51%
New
45
Increased
146
Reduced
229
Closed
95
Calls
$816K
Puts
$4K
Net Calls
+$812K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Shares
Change %
EPWM
101
Essex Private Wealth Management
Massachusetts
$3.04M +$563K +7,865 +23%
PFO
102
Pathstone Family Office
New Jersey
$3M +$21K +293 +0.7%
SPC
103
Sigma Planning Corp
Michigan
$2.98M -$212K -2,968 -7%
FFG
104
Frisch Financial Group
New York
$2.98M -$209K -2,916 -7%
DADC
105
D.A. Davidson & Co
Montana
$2.97M -$127K -1,776 -4%
PMG
106
ProVise Management Group
Florida
$2.94M -$27.3K -381 -0.9%
SWP
107
Summit Wealth Partners
Florida
$2.86M -$24.9K -348 -0.9%
Jane Street
108
Jane Street
New York
$2.83M +$2.83M +39,584 New
ONB
109
Old National Bancorp
Indiana
$2.79M +$24.8K +346 +0.9%
TRCT
110
Tower Research Capital (TRC)
New York
$2.76M +$2.76M +38,544 +52,800%
AGA
111
Arkos Global Advisors
Texas
$2.73M -$522K -7,296 -16%
1WA
112
180 Wealth Advisors
Washington
$2.71M +$65.9K +913 +2%
ACA
113
Ackerman Capital Advisors
Texas
$2.66M -$199K -2,781 -7%
FA
114
FC Advisory
Pennsylvania
$2.62M +$158K +2,202 +6%
SWP
115
Stratos Wealth Partners
Ohio
$2.58M -$257K -3,587 -9%
SFWC
116
Strategic Family Wealth Counselors
New Jersey
$2.48M -$90.1K -1,259 -4%
CIBC World Market
117
CIBC World Market
Ontario, Canada
$2.4M +$384K +5,361 +19%
SI
118
Stephens Inc
Arkansas
$2.38M -$380K -5,308 -14%
MIAN
119
Mariner Independent Advisor Network
Kansas
$2.37M +$244K +3,525 +11%
CFS
120
CRA Financial Services
New Jersey
$2.33M -$215K -3,002 -8%
BOPW
121
Brandywine Oak Private Wealth
Pennsylvania
$2.28M +$2.28M +31,805 New
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$2.26M -$50.1K -701 -2%
NFC
123
Northeast Financial Consultants
Connecticut
$2.18M +$2.5K +35 +0.1%
SFS
124
Sowell Financial Services
Arkansas
$2.14M -$6.51K -91 -0.3%
MA
125
MCF Advisors
Kentucky
$2.06M -$851K -11,901 -29%