HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

503 hedge funds and large institutions have $2.2B invested in iShares Core High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 144 increasing their positions, 194 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+31
Holders Change %
+6.57%
% of All Funds
8.92%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
80
Increased
144
Reduced
194
Closed
41
Calls
$14.6M
Puts
–
Net Calls
+$14.6M
Net Calls Change
+$13.9M

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$19M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.4M
3
AWM
AE Wealth Management
Kansas
+$10.6M
4
SS
Simplicity Solutions
Minnesota
+$9.66M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.58M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.1M
2
Mariner
Mariner
Kansas
-$10M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.88M
4
Goldman Sachs
Goldman Sachs
New York
-$8.86M
5
KFA
Kelleher Financial Advisors
New York
-$7.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
176
Rakuten Investment Management
Japan
$1.11M +$43.5K +500 +4%
PIMG
177
Patriot Investment Management Group
Tennessee
$1.1M -$227K -2,587 -17%
WTC
178
WhitTier Trust Company
Nevada
$1.1M -$219K -2,500 -17%
Bank of New York Mellon
179
Bank of New York Mellon
New York
$1.05M -$162K -1,850 -13%
SAMC
180
Spectrum Asset Management (California)
California
$1.04M -$207K -2,365 -17%
CBFP
181
Cedar Brook Financial Partners
Ohio
$1.03M -$30.2K -345 -3%
RCAG
182
Rehmann Capital Advisory Group
Michigan
$1M -$83K -947 -8%
MAS
183
Madden Advisory Services
Florida
$1M -$1.75K -20 -0.2%
HWM
184
Hohimer Wealth Management
Washington
$989K +$86.5K +987 +10%
OPS
185
Orion Portfolio Solutions
Nebraska
$967K -$79.1K -902 -8%
CG
186
Colony Group
Massachusetts
$963K -$23.2K -265 -2%
ETC
187
Exchange Traded Concepts
Oklahoma
$961K +$961K +10,962 New
TA
188
Tectonic Advisors
Texas
$959K +$959K +10,941 New
PP
189
Patten & Patten
Tennessee
$956K +$3.07K +35 +0.3%
FTUS
190
Flow Traders U.S.
New York
$950K +$248K +2,833 +35%
CS
191
Comerica Securities
Michigan
$929K -$3.68K -42 -0.4%
KFP
192
KMG Fiduciary Partners
Ohio
$925K -$2.2K -25 -0.2%
MHS
193
M Holdings Securities
Oregon
$924K -$18.9K -216 -2%
CSIC
194
Clifford Swan Investment Counsel
California
$923K – – –
FTS
195
Fifth Third Securities
Ohio
$917K +$31.4K +358 +4%
WCG
196
Weaver Consulting Group
California
$914K -$78.4K -895 -8%
NP
197
NorthRock Partners
Minnesota
$894K +$200K +2,278 +29%
MFW
198
Mosaic Family Wealth
Missouri
$892K +$135K +1,542 +18%
BA
199
Ballew Advisors
Mississippi
$888K -$136K -1,521 -13%
BWM
200
BCS Wealth Management
Tennessee
$888K -$102K -1,164 -10%
6 7
8
9 10