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HDV

iShares Core High Dividend ETF

182 hedge funds and large institutions have $1.63B invested in iShares Core High Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

20% more capital invested

Capital invested by funds: $1.36B → $1.63B (+$268M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

8.65% more ownership

Funds ownership: 194.32%202.97% (+8.7%)

1% more funds holding

Funds holding: 180182 (+2)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1M

Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
5.23%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.43%
New
18
Increased
86
Reduced
55
Closed
16
Calls
Puts
$1M
Net Calls
-$1M
Net Calls Change
-$381K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
WFG Advisors
Texas
$9K -$32.6K -2,215 -78%
FNBT
177
FineMark National Bank & Trust
Florida
$9K
CFA
178
Carroll Financial Associates
North Carolina
$6K
MIM
179
Macroview Investment Management
Maryland
$6K
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.96K +405 New
SSB
181
Sandy Spring Bank
Maryland
$5K
CA
182
CapWealth Advisors
Tennessee
$4K
TMNFIC
183
Tokio Marine & Nichido Fire Insurance Company
Japan
-$17.9M -1,250,000 Closed
JG
184
Jefferies Group
New York
-$3.57M -250,000 Closed
DS
185
DRW Securities
Illinois
-$3.34M -233,850 Closed
AP
186
Advisors Preferred
Maryland
-$1.89M -132,195 Closed
Citadel Advisors
187
Citadel Advisors
Florida
-$1.4M -97,600 Closed
SG Americas Securities
188
SG Americas Securities
New York
-$1.34M -93,750 Closed
TH
189
Timber Hill
Connecticut
-$1.24M -86,435 Closed
ACM
190
Argentus Capital Management
Texas
-$1.15M -80,780 Closed
AI
191
Atria Investments
North Carolina
-$806K -56,435 Closed
UCFA
192
United Capital Financial Advisors
Texas
-$248K -17,325 Closed
WS
193
Wedbush Securities
California
-$201K -14,055 Closed
GC
194
Guggenheim Capital
Illinois
-$137K -9,555 Closed
1IC
195
1919 Investment Counsel
Maryland
-$28K -1,935 Closed
FIG
196
Fusion Investment Group
Pennsylvania
-$27K -1,910 Closed
Brown Advisory
197
Brown Advisory
Maryland
-$18K -1,250 Closed
KCPG
198
Kavar Capital Partners Group
Kansas
-$1K -100 Closed