HDV icon

iShares Core High Dividend ETF

147 hedge funds and large institutions have $1.37B invested in iShares Core High Dividend ETF in 2013 Q2 according to their latest regulatory filings, with 147 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
147
Holders Change
+147
Holders Change %
% of All Funds
4.8%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
%
% of All Funds
0.56%
New
147
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UCFA
126
United Capital Financial Advisors
Texas
$215K 3,245 +3,245 New
AL
127
Aspiriant LLC
California
$211K 3,174 +3,174 New
CCM
128
Chilton Capital Management
Texas
$190K 2,860 +2,860 New
DADC
129
D.A. Davidson & Co
Montana
$177K 2,672 +2,672 New
BPBT
130
Boston Private Bank & Trust
Massachusetts
$166K 2,505 +2,505 New
MA
131
MUFG Americas
New York
$40K 600 +600 New
LWA
132
Lenox Wealth Advisors
New York
$38K 579 +579 New
BFEC
133
Benjamin F. Edwards & Company
Missouri
$35K 522 +522 New
AC
134
Alexandria Capital
Virginia
$35K 525 +525 New
US Bancorp
135
US Bancorp
Minnesota
$33K 500 +500 New
TSW
136
Thompson Siegel & Walmsley
Virginia
$28K 425 +425 New
Bessemer Group
137
Bessemer Group
New Jersey
$27K 400 +400 New
FHC
138
First Heartland Consultants
Missouri
$25K 378 +378 New
SFSIG
139
San Francisco Sentry Investment Group
California
$24K 355 +355 New
MWP
140
MYCIO Wealth Partners
Pennsylvania
$18K 275 +275 New
CCT
141
Capital City Trust
Florida
$16K 240 +240 New
Invesco
142
Invesco
Georgia
$13K 200 +200 New
WA
143
WFG Advisors
Texas
$10K 148 +148 New
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$9K 132 +132 New
PAS
145
Partnervest Advisory Services
California
$7K 111 +111 New
CA
146
CapWealth Advisors
Tennessee
$3K 50 +50 New
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$2K 34 +34 New