HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

512 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
8.94%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
39
Increased
205
Reduced
167
Closed
31
Calls
$31M
Puts
–
Net Calls
+$31M
Net Calls Change
+$8.32M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$560M
2
LPL Financial
LPL Financial
California
$120M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$50.7M
4
Morgan Stanley
Morgan Stanley
New York
$224M
5
BlackRock
BlackRock
New York
$62.5M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$3.53M
2
AWM
AE Wealth Management
Kansas
$6.41M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.37M
4
M&T Bank
M&T Bank
New York
$50.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
151
Lenox Wealth Advisors
New York
$1.52M +$1.52M +15,750 New
1WA
152
180 Wealth Advisors
Washington
$1.51M -$25.6K -263 -2%
TNBTD
153
Trustmark National Bank Trust Department
Mississippi
$1.51M -$20.4K -211 -1%
APA
154
American Portfolios Advisors
New York
$1.51M +$24.5K +254 +2%
AFC
155
AFT Forsyth & Company
Florida
$1.49M +$37.9K +393 +3%
BTWM
156
Baker Tilly Wealth Management
Wisconsin
$1.48M +$37.4K +387 +3%
WA
157
Wambolt & Associates
Colorado
$1.42M +$777 +8 +0.1%
RWP
158
Ridgecrest Wealth Partners
California
$1.41M +$297K +3,081 +27%
MA
159
Mutual Advisors
Nebraska
$1.4M +$12.1K +125 +0.9%
EIP
160
Ellis Investment Partners
Pennsylvania
$1.4M +$67.4K +698 +5%
PIMG
161
Patriot Investment Management Group
Tennessee
$1.4M -$71K -736 -5%
DADC
162
D.A. Davidson & Co
Montana
$1.4M +$15.3K +159 +1%
KBFS
163
Kohmann Bosshard Financial Services
Ohio
$1.39M -$34.7K -360 -2%
HI
164
Harbour Investments
Wisconsin
$1.39M +$59K +611 +4%
CFA
165
Carroll Financial Associates
North Carolina
$1.35M +$97.4K +1,009 +8%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$1.35M +$546K +5,660 +68%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$1.34M – – –
VA
168
Valmark Advisers
Ohio
$1.33M -$14.3K -148 -1%
PWW
169
Pettyjohn Wood & White
Virginia
$1.31M -$57.9K -600 -4%
EW
170
Element Wealth
Mississippi
$1.3M +$2.22K +23 +0.2%
Prudential Financial
171
Prudential Financial
New Jersey
$1.29M +$607K +6,287 +90%
SS
172
Sunbelt Securities
Texas
$1.28M -$290K -2,998 -18%
MSAM
173
Moloney Securities Asset Management
Missouri
$1.26M -$25.6K -265 -2%
SC
174
Scotia Capital
Ontario, Canada
$1.25M +$434K +4,499 +53%
SWA
175
SOA Wealth Advisors
New York
$1.24M -$20.8K -216 -2%
5 6
7
8 9