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HDV

iShares Core High Dividend ETF

327 hedge funds and large institutions have $2.59B invested in iShares Core High Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 108

5% more capital invested

Capital invested by funds: $2.46B → $2.59B (+$133M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

2.22% more ownership

Funds ownership: 198.12%200.35% (+2.2%)

2% more funds holding

Funds holding: 321327 (+6)

Holders
327
Holders Change
+6
Holders Change %
+1.87%
% of All Funds
8.15%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.55%
New
32
Increased
125
Reduced
108
Closed
22
Calls
$2.78M
Puts
Net Calls
+$2.78M
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
176
Inspirion Wealth Advisors
Illinois
$650K +$421 +25 +0.1%
BTIS
177
BB&T Investment Services
North Carolina
$646K -$203K -12,075 -24%
UCFA
178
United Capital Financial Advisors
Texas
$633K -$46.3K -2,750 -7%
SG Americas Securities
179
SG Americas Securities
New York
$632K +$620K +36,775 New
ADL
180
Asset Dedication LLC
California
$631K
PA
181
Pinnacle Associates
New York
$630K +$73.9K +4,385 +14%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$621K -$78.9K -4,680 -11%
SS
183
Sunbelt Securities
Texas
$587K +$163K +9,665 +39%
SWM
184
SVA Wealth Management
Wisconsin
$583K -$12.3K -730 -2%
HFS
185
HL Financial Services
Kentucky
$583K +$164K +9,725 +40%
JGIA
186
Jackson Grant Investment Advisers
Connecticut
$580K +$226K +13,390 +66%
RGIA
187
Rainier Group Investment Advisory
Washington
$575K
PS
188
Portfolio Solutions
Michigan
$555K +$1.26K +75 +0.2%
PTC
189
Philadelphia Trust Company
Pennsylvania
$552K
WB
190
WesBanco Bank
West Virginia
$547K
FG
191
Fiduciary Group
Georgia
$523K -$73.7K -4,375 -13%
IH
192
IFC Holdings
Florida
$511K -$85.9K -5,100 -15%
KWM
193
Kingsview Wealth Management
Oregon
$507K -$28.2K -1,675 -5%
AAS
194
Annex Advisory Services
Wisconsin
$495K -$43.1K -2,560 -8%
CS
195
Comerica Securities
Michigan
$493K +$483K +28,670 New
FHC
196
First Heartland Consultants
Missouri
$487K +$84 +5 +0%
WP
197
WealthSource Partners
California
$487K +$2.87K +170 +0.6%
Creative Planning
198
Creative Planning
Kansas
$480K +$18.3K +1,085 +4%
MLIC
199
Mandatum Life Insurance Company
Finland
$473K
PCM
200
Parsons Capital Management
Rhode Island
$468K +$17.3K +1,025 +4%

HDV Hedge Fund Activity: Q3 2017 in Review

327 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2017, worth a combined $2.59B — up 5.4% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HDV positions and 22 closed out — a net gain of 10 holders — while 125 added to existing stakes and 108 trimmed.

The largest buyer was BlackRock, adding an estimated $47.7M. The largest seller was Ameriprise, cutting an estimated $14.4M.

  • 327 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2017, up from 321 in Q2 2017.
  • Funds reported $2.59B of iShares Core High Dividend ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 32 funds opened new iShares Core High Dividend ETF positions in Q3 2017 and 22 closed out, a net change of +10 holders.
  • The largest iShares Core High Dividend ETF buyer in Q3 2017 was BlackRock, an estimated $47.7M added.
  • The largest iShares Core High Dividend ETF seller in Q3 2017 was Ameriprise, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2017.