HDV icon

iShares Core High Dividend ETF

518 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
51
Increased
196
Reduced
156
Closed
37
Calls
$19.8M
Puts
$292K
Net Calls
+$19.5M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WCG
201
Weaver Consulting Group
California
$983K
PA
202
Pinnacle Associates
New York
$980K -$45K -477 -4%
MA
203
Mutual Advisors
Nebraska
$979K -$392K -4,163 -29%
WFA
204
Wellspring Financial Advisors
Ohio
$977K +$7.83K +83 +0.8%
PP
205
Patten & Patten
Tennessee
$975K -$9.42K -100 -1%
TA
206
Tectonic Advisors
Texas
$956K -$210K -2,224 -18%
NFG
207
Next Financial Group
Texas
$956K +$131K +1,392 +16%
AF
208
Advisornet Financial
Minnesota
$944K +$27.5K +292 +3%
AC
209
Avestar Capital
New York
$943K +$943K +10,000 New
CRC
210
Curi RMB Capital
Illinois
$938K
Lazard Asset Management
211
Lazard Asset Management
New York
$927K
KF
212
Krilogy Financial
Missouri
$923K -$46.4K -492 -5%
LIM
213
Leavell Investment Management
Alabama
$923K
WPC
214
White Pine Capital
Minnesota
$918K +$72.6K +770 +9%
CPIG
215
Chicago Partners Investment Group
Illinois
$904K +$62.8K +634 +7%
FTS
216
Fifth Third Securities
Ohio
$894K +$26.3K +279 +3%
BO
217
BRR OpCo
Ohio
$889K
CBFP
218
Cedar Brook Financial Partners
Ohio
$881K -$80.6K -855 -8%
Jones Financial Companies
219
Jones Financial Companies
Missouri
$872K +$639K +6,776 +274%
ECA
220
Elevated Capital Advisors
Utah
$871K +$871K +9,238 New
NB
221
NBT Bank
New York
$869K +$170K +1,800 +24%
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
$863K +$863K +9,151 New
BHB
223
Bank Hapoalim BM
Israel
$828K
BIA
224
Biondo Investment Advisors
Pennsylvania
$817K +$48.1K +510 +6%
KA
225
Kovack Advisors
Florida
$813K +$124K +1,320 +18%