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HDV
iShares Core High Dividend ETF
214 hedge funds and large institutions have $2.21B invested in iShares Core High Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
84% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 57
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
2.4% more ownership
Funds ownership: 218.42% → 220.82% (+2.4%)
0% more funds holding
Funds holding: 213 → 214 (+1)
2% less capital invested
Capital invested by funds: $2.27B → $2.21B (-$55.5M)
13% less call options, than puts
Call options by funds: $405K | Put options by funds: $465K
29% less funds holding in top 10
Funds holding in top 10: 17 → 12 (-5)
Holders
214
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
5.7%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
26
Increased
105
Reduced
57
Closed
21
Calls
$405K
Puts
$465K
Net Calls
-$60K
Net Calls Change
+$238K
Top Buyers
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$66.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$20.7M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$19.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
226
Chartist Inc
Seal Beach,
California
| – | -$212K | -13,885 | Closed |
|
|
MHS
227
M Holdings Securities
Portland,
Oregon
| – | -$203K | -13,245 | Closed |
|
|
MCM
228
Murphy Capital Management
Bedminster,
New Jersey
| – | -$202K | -13,200 | Closed |
|
|
CG
229
Colony Group
Boston,
Massachusetts
| – | -$42K | -2,775 | Closed |
|
|
BAM
230
Brave Asset Management
Summit,
New Jersey
| – | -$40K | -2,620 | Closed |
|
|
ACS
231
Archford Capital Strategies
Swansea,
Illinois
| – | -$38K | -2,450 | Closed |
|
232
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$26K | -1,680 | Closed |
|
|
DAM
233
Delta Asset Management
Memphis,
Tennessee
| – | -$19K | -1,250 | Closed |
|
|
NMIS
234
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$7K | -425 | Closed |
|