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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$553M 5,869,710 +68,264 +1%
Morgan Stanley
2
Morgan Stanley
New York
$223M 2,364,166 +45,141 +2%
UBS Group
3
UBS Group
Switzerland
$133M 1,406,838 +17,044 +1%
LPL Financial
4
LPL Financial
California
$122M 1,297,412 +53,665 +4%
SAM
5
Securian Asset Management
Minnesota
$103M 1,096,304 +17,170 +2%
Wells Fargo
6
Wells Fargo
California
$102M 1,081,725 +274,951 +34%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$67.1M 711,903 +4,080 +0.6%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$62.5M 662,942 +138,152 +26%
BlackRock
9
BlackRock
New York
$53.5M 567,169 -80,582 -12%
M&T Bank
10
M&T Bank
New York
$48.8M 517,705 -7,506 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$47.8M 507,251 +150,359 +42%
Ameriprise
12
Ameriprise
Minnesota
$45.5M 482,073 +12,480 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$44.4M 470,850 +7,237 +2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$42.8M 453,580 -8,784 -2%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$38.3M 406,534 +37,583 +10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$36.3M 385,150 +16,064 +4%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$36.3M 384,719 +6,209 +2%
FMLI
18
Fukoku Mutual Life Insurance
Japan
$29.8M 316,000
Osaic Holdings
19
Osaic Holdings
Arizona
$28.4M 301,152 +22,669 +8%
SB
20
Simmons Bank
Arkansas
$25.2M 267,179 +7,959 +3%
Creative Planning
21
Creative Planning
Kansas
$24.9M 264,466 -8,182 -3%
SPIA
22
Steward Partners Investment Advisory
New York
$20M 212,214 -2,587 -1%
SFG
23
SNS Financial Group
Minnesota
$18.4M 195,291 +14,230 +8%
AIM
24
Astor Investment Management
Illinois
$18.3M 193,841 +193,841 New
RJA
25
Raymond James & Associates
Florida
$18.3M 193,761 +10,106 +6%