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HDV

iShares Core High Dividend ETF

309 hedge funds and large institutions have $2.63B invested in iShares Core High Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $247K

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

5% more funds holding

Funds holding: 295309 (+14)

0.35% less ownership

Funds ownership: 206.32%205.97% (-0.35%)

1% less capital invested

Capital invested by funds: $2.67B → $2.63B (-$34.7M)

8% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 112

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
7.73%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.55%
New
48
Increased
103
Reduced
112
Closed
27
Calls
$2.02M
Puts
$247K
Net Calls
+$1.78M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
201
CIBC World Market
Ontario, Canada
$432K +$223K +13,845 +111%
PCM
202
Parsons Capital Management
Rhode Island
$427K +$12.1K +750 +3%
FHC
203
First Heartland Consultants
Missouri
$421K -$60.9K -3,780 -13%
WP
204
WealthSource Partners
California
$419K -$43.1K -2,680 -10%
ACP
205
Arcus Capital Partners
Georgia
$413K -$4.91K -305 -1%
PG
206
Patten Group
Tennessee
$413K
LAM
207
Lapides Asset Management
Connecticut
$403K
PCP
208
Proficio Capital Partners
Massachusetts
$403K +$50.7K +3,150 +15%
FHB
209
First Hawaiian Bank
Hawaii
$399K
WEC
210
Winslow Evans & Crocker
Massachusetts
$390K +$26.6K +1,650 +7%
GW
211
GW & Wade
Massachusetts
$377K +$369K +22,915 New
CA
212
Clearstead Advisors
Ohio
$355K +$347K +21,555 New
CAM
213
Covenant Asset Management
New Jersey
$355K +$348K +21,585 New
ZIM
214
Zacks Investment Management
Illinois
$352K +$345K +21,425 New
CTC
215
Central Trust Company
Missouri
$341K
BF
216
BOK Financial
Oklahoma
$341K +$24.1K +1,500 +8%
MAM
217
Marquette Asset Management
Minnesota
$338K
TD Asset Management
218
TD Asset Management
Ontario, Canada
$332K +$37.8K +2,350 +9%
MM
219
Meridian Management
Arkansas
$329K
GP
220
Girard Partners
Pennsylvania
$322K +$242 +15 +0.1%
PWS
221
Paragon Wealth Strategies
Florida
$322K +$315K +19,575 New
HFS
222
HL Financial Services
Kentucky
$321K +$314K +19,495 New
CB
223
Community Bank
New York
$315K -$127K -7,875 -29%
PA
224
Pinnacle Associates
New York
$313K -$7.65K -475 -2%
HHAA
225
Henry H. Armstrong Associates
Pennsylvania
$306K