HDV icon

iShares Core High Dividend ETF

485 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 136 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+27
Holders Change %
+5.9%
% of All Funds
10.55%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
56
Increased
198
Reduced
136
Closed
24
Calls
$1.72M
Puts
Net Calls
+$1.72M
Net Calls Change
+$49K
Name Holding Trade Value Shares
Change
Shares
Change %
IP
176
Investment Partners
Ohio
$1.44M +$132K +1,401 +10%
WTC
177
WhitTier Trust Company
Nevada
$1.44M -$2.36K -25 -0.2%
AW
178
ACG Wealth
Georgia
$1.44M -$7.09K -75 -0.5%
SEI Investments
179
SEI Investments
Pennsylvania
$1.41M -$1.51M -16,007 -52%
KTA
180
Keeley-Teton Advisors
Illinois
$1.4M +$1.4M +14,800 New
MSAM
181
Moloney Securities Asset Management
Missouri
$1.4M +$58.6K +620 +4%
AEPG
182
American Economic Planning Group
New Jersey
$1.36M
CBFP
183
Cedar Brook Financial Partners
Ohio
$1.36M +$68.4K +724 +5%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$1.34M
BIA
185
Biondo Investment Advisors
Pennsylvania
$1.34M +$57.2K +605 +4%
F
186
F3Logic
Minnesota
$1.31M -$259K -2,739 -17%
PA
187
Parallel Advisors
California
$1.29M +$661 +7 +0.1%
Luther King Capital Management (LKCM)
188
Luther King Capital Management (LKCM)
Texas
$1.27M -$1.25M
HCM
189
Howland Capital Management
Massachusetts
$1.23M -$301K -3,180 -20%
KWM
190
Kingsview Wealth Management
Oregon
$1.22M +$656K +6,942 +117%
VA
191
Valmark Advisers
Ohio
$1.22M +$462K +4,885 +61%
KF
192
Krilogy Financial
Missouri
$1.2M +$4.91K +52 +0.4%
NA
193
NewEdge Advisors
Louisiana
$1.2M +$32.1K +340 +3%
CPSAC
194
Chas P. Smith & Associates (CPS)
Florida
$1.18M +$57.7K +610 +5%
CFGS
195
Concourse Financial Group Securities
Alabama
$1.17M +$93.9K +994 +9%
SWM
196
SeaCrest Wealth Management
New York
$1.17M +$289K +3,063 +33%
PA
197
Pinnacle Associates
New York
$1.16M -$26K -275 -2%
TP
198
Tranquility Partners
Tennessee
$1.15M +$1.15M +12,190 New
WWM
199
Western Wealth Management
Colorado
$1.14M +$134K +1,426 +13%
CS
200
Comerica Securities
Michigan
$1.12M -$26.3K -278 -2%