iShares Core High Dividend ETF
305 hedge funds and large institutions have $2.58B invested in iShares Core High Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 98 reducing their positions, and 28 closing their positions.
497% more call options, than puts
Call options by funds: $1.31M | Put options by funds: $219K
22% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 98
11% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 28
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
2% less capital invested
Capital invested by funds: $2.63B → $2.58B (-$53.9M)
1% less funds holding
Funds holding: 309 → 305 (-4)
8.84% less ownership
Funds ownership: 205.97% → 197.14% (-8.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$53.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.5M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$15.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$12.2M |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$48M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$38.3M |
| 4 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$13.4M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$12.9M |
HDV Hedge Fund Activity: Q1 2017 in Review
305 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2017, worth a combined $2.58B — down 2% from $2.63B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HDV positions and 28 closed out — a net gain of 3 holders — while 120 added to existing stakes and 98 trimmed.
The largest buyer was BlackRock, adding an estimated $53.2M. The largest seller was UBS Group, cutting an estimated $48M.
- 305 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2017, down from 309 in Q4 2016.
- Funds reported $2.58B of iShares Core High Dividend ETF stock for Q1 2017, down 2% quarter-over-quarter.
- 31 funds opened new iShares Core High Dividend ETF positions in Q1 2017 and 28 closed out, a net change of +3 holders.
- The largest iShares Core High Dividend ETF buyer in Q1 2017 was BlackRock, an estimated $53.2M added.
- The largest iShares Core High Dividend ETF seller in Q1 2017 was UBS Group, an estimated $48M sold.
Based on aggregated 13F filings for Q1 2017.