iShares Core High Dividend ETF
492 hedge funds and large institutions have $3.04B invested in iShares Core High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 210 increasing their positions, 132 reducing their positions, and 30 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 132
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
5.27% more ownership
Funds ownership: 199.92% → 205.19% (+5.3%)
1% more funds holding
Funds holding: 485 → 492 (+7)
4% more capital invested
Capital invested by funds: $2.92B → $3.04B (+$127M)
14% less funds holding in top 10
Funds holding in top 10: 29 → 25 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$26.4M |
| 2 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$26.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.7M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$18.7M |
| 5 |
Morgan Stanley
New York
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$25.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$18.7M |
| 3 |
BlackRock
New York
|
-$13.1M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.66M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$7.31M |
HDV Hedge Fund Activity: Q3 2019 in Review
492 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2019, worth a combined $3.04B — up 4.4% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new HDV positions and 30 closed out — a net gain of 11 holders — while 210 added to existing stakes and 132 trimmed.
The largest buyer was Bank of America, adding an estimated $26.4M. The largest seller was FundX Investment Group, cutting an estimated $25.9M.
- 492 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2019, up from 485 in Q2 2019.
- Funds reported $3.04B of iShares Core High Dividend ETF stock for Q3 2019, up 4.4% quarter-over-quarter.
- 41 funds opened new iShares Core High Dividend ETF positions in Q3 2019 and 30 closed out, a net change of +11 holders.
- The largest iShares Core High Dividend ETF buyer in Q3 2019 was Bank of America, an estimated $26.4M added.
- The largest iShares Core High Dividend ETF seller in Q3 2019 was FundX Investment Group, an estimated $25.9M sold.
Based on aggregated 13F filings for Q3 2019.