HDV icon

iShares Core High Dividend ETF

185 hedge funds and large institutions have $1.93B invested in iShares Core High Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 90 increasing their positions, 52 reducing their positions, and 10 closing their positions.

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
5.37%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.49%
New
15
Increased
90
Reduced
52
Closed
10
Calls
$339K
Puts
$1.13M
Net Calls
-$790K
Net Calls Change
+$213K
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$421M 5,600,163 +3,362,131 +150%
NLI
2
Nippon Life Insurance
Japan
$124M 1,642,700
PPFA
3
Provida Pension Fund Administrator
Chile
$122M 1,616,095 +348,520 +27%
Morgan Stanley
4
Morgan Stanley
New York
$121M 1,611,505 -11,583 -0.7%
U
5
UBS
Switzerland
$89.3M 1,186,771 -5,619 -0.5%
Wells Fargo
6
Wells Fargo
California
$82M 1,089,827 +149,012 +16%
Bank of America
7
Bank of America
North Carolina
$77.8M 1,033,854 +127,585 +14%
MB
8
Mizuho Bank
Japan
$64.7M 860,000 +460,000 +115%
LPL Financial
9
LPL Financial
California
$52.8M 708,768 +16,970 +2%
Goldman Sachs
10
Goldman Sachs
New York
$52.6M 699,484 +42,515 +6%
AIM
11
Astor Investment Management
Illinois
$40.8M 541,633 +6,297 +1%
M&T Bank
12
M&T Bank
New York
$36.8M 488,753 +307,062 +169%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$33.1M 439,856 +2,436 +0.6%
SWA
14
SFMG Wealth Advisors
Texas
$32.4M 431,187 +13,889 +3%
SC
15
Stratford Consulting
Texas
$26.8M 356,109 -26,391 -7%
Deutsche Bank
16
Deutsche Bank
Germany
$26.6M 353,521 +3,496 +1%
LIA
17
LBMC Investment Advisors
Tennessee
$26.6M 353,155 +36,693 +12%
BFA
18
Beaumont Financial Advisors
Massachusetts
$25.6M 340,005 +9,301 +3%
CP
19
Corbenic Partners
Pennsylvania
$24.3M 322,483 +7,522 +2%
BFA
20
BlackRock Fund Advisors
California
$22.5M 299,564 +1,158 +0.4%
AWA
21
ARS Wealth Advisors
Florida
$22.1M 293,367 +12,702 +5%
BlackRock
22
BlackRock
New York
$18.9M 251,838 +20,686 +9%
HB
23
Homrich & Berg
Georgia
$18.7M 249,122 -53,256 -18%
CHFS
24
Cobble Hill Financial Services
New Jersey
$17M 226,000 -20,000 -8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$16.4M 218,181 +4,561 +2%