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HDV

iShares Core High Dividend ETF

327 hedge funds and large institutions have $2.59B invested in iShares Core High Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 108

5% more capital invested

Capital invested by funds: $2.46B → $2.59B (+$133M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

2.22% more ownership

Funds ownership: 198.12%200.35% (+2.2%)

2% more funds holding

Funds holding: 321327 (+6)

Holders
327
Holders Change
+6
Holders Change %
+1.87%
% of All Funds
8.15%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.55%
New
32
Increased
125
Reduced
108
Closed
22
Calls
$2.78M
Puts
Net Calls
+$2.78M
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
TNB
201
Thomasville National Bank
Georgia
$464K
EAMA
202
EFG Asset Management (Americas)
Florida
$451K
SCA
203
Snowden Capital Advisors
New York
$446K +$26.6K +1,580 +6%
CCA
204
Cobblestone Capital Advisors
New York
$444K
GG
205
GenWealth Group
New Jersey
$442K -$843 -50 -0.2%
VHAM
206
Van Hulzen Asset Management
California
$441K +$432K +25,650 New
AIA
207
Arbor Investment Advisors
North Carolina
$439K
BF
208
BOK Financial
Oklahoma
$429K +$88.6K +5,260 +27%
JWA
209
JFS Wealth Advisors
Pennsylvania
$422K +$414K +24,560 New
RW
210
Rand Wealth
Maryland
$414K -$71.5K -4,245 -15%
WA
211
WealthTrust-Arizona
Arizona
$404K -$59.1K -3,505 -13%
PG
212
Patten Group
Tennessee
$401K +$5.22K +310 +1%
HCIA
213
Hochman Cole Investment Advisors
Illinois
$399K -$47.6K -2,825 -11%
BSW
214
Buckingham Strategic Wealth
Missouri
$394K -$425K -25,240 -52%
N
215
Nuveen
North Carolina
$387K +$379K +22,500 New
SEI Investments
216
SEI Investments
Pennsylvania
$385K +$1.01K +60 +0.3%
CA
217
Clearstead Advisors
Ohio
$379K +$2.87K +170 +0.8%
SSWM
218
Smith Salley Wealth Management
North Carolina
$374K
PWAP
219
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$370K +$21.1K +1,250 +6%
PWMAG
220
Pinnacle Wealth Management Advisory Group
New Jersey
$366K +$27.4K +1,625 +8%
B
221
Bailard
California
$364K +$55.6K +3,300 +18%
MWM
222
Merriman Wealth Management
Washington
$357K +$350K +20,780 New
MAM
223
Marquette Asset Management
Minnesota
$353K
CCM
224
Coe Capital Management
Illinois
$349K -$10.1K -600 -3%
MM
225
Meridian Management
Arkansas
$344K

HDV Hedge Fund Activity: Q3 2017 in Review

327 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2017, worth a combined $2.59B — up 5.4% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HDV positions and 22 closed out — a net gain of 10 holders — while 125 added to existing stakes and 108 trimmed.

The largest buyer was BlackRock, adding an estimated $47.7M. The largest seller was Ameriprise, cutting an estimated $14.4M.

  • 327 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2017, up from 321 in Q2 2017.
  • Funds reported $2.59B of iShares Core High Dividend ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 32 funds opened new iShares Core High Dividend ETF positions in Q3 2017 and 22 closed out, a net change of +10 holders.
  • The largest iShares Core High Dividend ETF buyer in Q3 2017 was BlackRock, an estimated $47.7M added.
  • The largest iShares Core High Dividend ETF seller in Q3 2017 was Ameriprise, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2017.