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HDV

iShares Core High Dividend ETF

559 hedge funds and large institutions have $3.23B invested in iShares Core High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 201 increasing their positions, 147 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 147

24% more funds holding in top 10

Funds holding in top 10: 2531 (+6)

14% more funds holding

Funds holding: 492559 (+67)

6% more capital invested

Capital invested by funds: $3.04B → $3.23B (+$182M)

1.09% less ownership

Funds ownership: 205.19%204.1% (-1.1%)

Holders
559
Holders Change
+67
Holders Change %
+13.62%
% of All Funds
11.01%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.61%
New
100
Increased
201
Reduced
147
Closed
27
Calls
$547K
Puts
Net Calls
+$547K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
176
1 North Wealth Services
Maryland
$1.84M +$44.4K +2,325 +3%
EIP
177
Ellis Investment Partners
Pennsylvania
$1.8M -$34.5K -1,810 -2%
Lido Advisors
178
Lido Advisors
California
$1.76M -$92.3K -4,835 -5%
TWM
179
Titus Wealth Management
California
$1.75M +$419K +21,960 +3%
SMC
180
Smith, Moore & Co
Missouri
$1.73M -$1.17M -61,330 -41%
CFGS
181
Concourse Financial Group Securities
Alabama
$1.73M +$762K +39,935 +83%
BWP
182
Bernardo Wealth Planning
Pennsylvania
$1.72M -$11.1K -580 -0.7%
LIM
183
Leavell Investment Management
Alabama
$1.72M -$252K -13,225 -13%
FAAS
184
First Allied Advisory Services
California
$1.71M -$87K -4,560 -5%
PAS
185
Park Avenue Securities
New York
$1.71M +$309K +16,175 +23%
IP
186
Investment Partners
Ohio
$1.7M -$24.6K -1,290 -1%
BHB
187
Bank Hapoalim BM
Israel
$1.69M -$96.4K -5,050 -6%
BC
188
Brinker Capital
Pennsylvania
$1.68M +$454K +23,800 +38%
WMA
189
Wealth Management Associates
New Jersey
$1.67M +$37.9K +1,985 +2%
SFG
190
Summit Financial Group
West Virginia
$1.67M -$36.7K -1,925 -2%
TNB
191
TCF National Bank
South Dakota
$1.66M
UCFA
192
United Capital Financial Advisors
Texas
$1.65M -$139K -7,285 -8%
KWM
193
Kingsview Wealth Management
Oregon
$1.64M +$195K +10,205 +14%
PFA
194
Pettinga Financial Advisors
Indiana
$1.63M +$332K +17,375 +26%
MAFM
195
Mid Atlantic Financial Management
Pennsylvania
$1.62M -$90.8K -4,760 -5%
AFC
196
AFT Forsyth & Company
Florida
$1.59M +$43.6K +2,285 +3%
WC
197
Woodstock Corp
Massachusetts
$1.59M
CAN
198
Claraphi Advisory Network
United States
$1.56M +$4.01K +210 +0.3%
AWM
199
Altium Wealth Management
New York
$1.56M +$22.5K +1,180 +2%
FHA
200
Flagship Harbor Advisors
Massachusetts
$1.55M -$3.91K -205 -0.3%

HDV Hedge Fund Activity: Q4 2019 in Review

559 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2019, worth a combined $3.23B — up 6% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new HDV positions and 27 closed out — a net gain of 73 holders — while 201 added to existing stakes and 147 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $13.1M. The largest seller was M&T Bank, exiting entirely with an estimated $68.5M sold.

  • 559 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2019, up from 492 in Q3 2019.
  • Funds reported $3.23B of iShares Core High Dividend ETF stock for Q4 2019, up 6% quarter-over-quarter.
  • 100 funds opened new iShares Core High Dividend ETF positions in Q4 2019 and 27 closed out, a net change of +73 holders.
  • The largest iShares Core High Dividend ETF buyer in Q4 2019 was Avantax Advisory Services, an estimated $13.1M added.
  • The largest iShares Core High Dividend ETF seller in Q4 2019 was M&T Bank, an estimated $68.5M sold.

Based on aggregated 13F filings for Q4 2019.