HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

503 hedge funds and large institutions have $2.2B invested in iShares Core High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 144 increasing their positions, 194 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+31
Holders Change %
+6.57%
% of All Funds
8.92%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
80
Increased
144
Reduced
194
Closed
41
Calls
$14.6M
Puts
–
Net Calls
+$14.6M
Net Calls Change
+$13.9M

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$19M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.4M
3
AWM
AE Wealth Management
Kansas
+$10.6M
4
SS
Simplicity Solutions
Minnesota
+$9.66M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.58M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.1M
2
Mariner
Mariner
Kansas
-$10M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.88M
4
Goldman Sachs
Goldman Sachs
New York
-$8.86M
5
KFA
Kelleher Financial Advisors
New York
-$7.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
151
Mayflower Financial Advisors
Massachusetts
$1.42M +$1.42M +16,201 New
WC
152
Woodstock Corp
Massachusetts
$1.42M – – –
KFGK
153
Keystone Financial Group (Kentucky)
Kentucky
$1.42M -$396K -4,519 -22%
TNB
154
TCF National Bank
South Dakota
$1.42M – – –
FAN
155
Financial Advisors Network
California
$1.4M -$52.7K -601 -4%
WA
156
Wambolt & Associates
Colorado
$1.38M -$190K -2,164 -12%
KBFS
157
Kohmann Bosshard Financial Services
Ohio
$1.36M -$36.7K -418 -3%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$1.34M – – –
AFC
159
AFT Forsyth & Company
Florida
$1.29M -$48.9K -558 -4%
BTWM
160
Baker Tilly Wealth Management
Wisconsin
$1.28M +$1.28M +14,650 New
MA
161
Mutual Advisors
Nebraska
$1.26M -$25.3K -288 -2%
EIP
162
Ellis Investment Partners
Pennsylvania
$1.25M +$56.6K +645 +5%
DADC
163
D.A. Davidson & Co
Montana
$1.24M -$233K -2,660 -16%
SWA
164
SOA Wealth Advisors
New York
$1.24M +$1.24M +13,744 New
PWW
165
Pettyjohn Wood & White
Virginia
$1.23M – – –
MFG
166
Merit Financial Group
Georgia
$1.23M -$157K -1,795 -11%
HIA
167
Harbor Investment Advisory
Maryland
$1.2M +$2.54K +29 +0.2%
TA
168
TrueWealth Advisors
Alabama
$1.19M +$1.19M +13,339 New
LGWM
169
Litman Gregory Wealth Management
California
$1.19M -$33.8K -386 -3%
EW
170
Element Wealth
Mississippi
$1.17M +$170K +1,935 +17%
FG
171
Fiduciary Group
Georgia
$1.17M +$2.15K +24 +0.2%
MSAM
172
Moloney Securities Asset Management
Missouri
$1.15M -$32.7K -373 -3%
VA
173
Valmark Advisers
Ohio
$1.15M -$21.1K -241 -2%
CFA
174
Carroll Financial Associates
North Carolina
$1.14M -$2.8K -32 -0.2%
EVM
175
Eaton Vance Management
Massachusetts
$1.14M – – –
5 6
7
8 9