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HDV

iShares Core High Dividend ETF

239 hedge funds and large institutions have $1.81B invested in iShares Core High Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $1.63B → $1.81B (+$181M)

9% more funds holding

Funds holding: 219239 (+20)

4.56% more ownership

Funds ownership: 207.18%211.74% (+4.6%)

11% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 85

Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
6.27%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.34%
New
35
Increased
76
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
201
Next Financial Group
Texas
$124K -$250K -16,905 -67%
WA
202
WealthTrust-Arizona
Arizona
$122K +$46.1K +3,120 +60%
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$116K +$117K +7,880 New
KT
204
Kanaly Trust
Texas
$112K
Barclays
205
Barclays
United Kingdom
$107K
AIP
206
Ameritas Investment Partners
Nebraska
$104K
1832 Asset Management
207
1832 Asset Management
Ontario, Canada
$79K
WA
208
WFG Advisors
Texas
$63K -$20K -1,355 -24%
KPCM
209
Kings Point Capital Management
New York
$62K
BBHC
210
Brown Brothers Harriman & Co
New York
$49K
EWM
211
Endurance Wealth Management
Rhode Island
$47K
AIC
212
Ayalon Insurance Company
Israel
$44K
LWA
213
Lenox Wealth Advisors
New York
$43K
FWM
214
Focused Wealth Management
New York
$42K
BFEC
215
Benjamin F. Edwards & Company
Missouri
$38K
AFP
216
Ausdal Financial Partners
Iowa
$38K +$38.2K +2,580 New
DADC
217
D.A. Davidson & Co
Montana
$36K +$1.77K +120 +5%
HW
218
Hedeker Wealth
Illinois
$33K +$34K +2,300 New
TSW
219
Thompson Siegel & Walmsley
Virginia
$31K
Bessemer Group
220
Bessemer Group
New Jersey
$29K
IWMPD
221
Integrated Wealth Management (Palm Desert)
California
$29K
US Bancorp
222
US Bancorp
Minnesota
$27K +$24.4K +1,650 +825%
RBC
223
Roble Belko & Company
Pennsylvania
$26K
BKA
224
Brick & Kyle Associates
Pennsylvania
$24K
GWM
225
Gupta Wealth Management
California
$15K -$227K -15,335 -94%