HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

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.

Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
6.28%
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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$95.7M
2
Bank of America
2
Bank of America
North Carolina
$229M
3
BlackRock
3
BlackRock
New York
$73.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$151M
5
Fidelity International
5
Fidelity International
Bermuda
$33.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.24M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$163M
3
SMA
3
Simply Money Advisors
Ohio
$970K
4
QI
4
QS Investors
New York
$30.7M
5
SAM
5
Sentinel Asset Management
Vermont
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$229M 3,113,850 +579,162 +23%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$163M 2,215,341 -272,891 -11%
Morgan Stanley
3
Morgan Stanley
New York
$151M 2,061,027 +477,037 +30%
NLI
4
Nippon Life Insurance
Japan
$121M 1,642,700 – –
LPL Financial
5
LPL Financial
California
$95.7M 1,306,578 +604,498 +86%
UBS Group
6
UBS Group
Switzerland
$74.6M 1,016,816 -32,718 -3%
BlackRock
7
BlackRock
New York
$73.6M 1,003,144 +536,656 +115%
Wells Fargo
8
Wells Fargo
California
$68.9M 937,901 +89,939 +11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$51.8M 705,363 +127,881 +22%
MB
10
Mizuho Bank
Japan
$44M 600,000 – –
M&T Bank
11
M&T Bank
New York
$41.5M 565,107 -18,705 -3%
Fidelity International
12
Fidelity International
Bermuda
$33.8M 461,025 +418,757 +991%
BFA
13
BlackRock Fund Advisors
California
$31.2M 424,426 -75,136 -15%
QI
14
QS Investors
New York
$30.7M 417,818 -239,039 -36%
LIA
15
LBMC Investment Advisors
Tennessee
$29.8M 406,407 +11,660 +3%
SC
16
Stratford Consulting
Texas
$26.7M 363,489 -460 -0.1%
SAM
17
Securian Asset Management
Minnesota
$26.2M 356,473 +52,184 +17%
BG
18
Bahl & Gaynor
Ohio
$20.5M 279,593 +179,066 +178%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$19.4M 264,503 +6,448 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$19.1M 259,971 +140,547 +118%
WBG
21
Wharton Business Group
Pennsylvania
$18.5M 252,310 +37,320 +17%
PPFA
22
Provida Pension Fund Administrator
Chile
$17.7M 274,388 -30,588 -10%
AWA
23
ARS Wealth Advisors
Florida
$17.4M 237,376 -69,375 -23%
HB
24
Homrich & Berg
Georgia
$13.4M 183,004 -13,089 -7%
SAM
25
Sentinel Asset Management
Vermont
$13.4M 182,274 -182,274 -50%
1
2 3 4 5