HDV icon

iShares Core High Dividend ETF

180 hedge funds and large institutions have $1.36B invested in iShares Core High Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$107M)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

53% less call options, than puts

Call options by funds: $557K | Put options by funds: $1.18M

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$557K
Puts
$1.18M
Net Calls
Net Calls Change

Top Buyers

1 +$52.6M
2 +$16.5M
3 +$12.4M
4
Goldman Sachs
Goldman Sachs
New York
+$9.9M
5
CS
Credit Suisse
Switzerland
+$6.3M

Top Sellers

1 -$65.6M
2 -$42.7M
3 -$33.9M
4
HB
Homrich & Berg
Georgia
-$24.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$3.37M
52
$3.34M
53
$3.33M
54
$3.29M
55
$3.24M
56
$3.17M
57
$3.11M
58
$3M
59
$2.94M
60
$2.88M
61
$2.8M
62
$2.55M
63
$2.5M
64
$2.48M
65
$2.42M
66
$2.25M
67
$2.17M
68
$2.07M
69
$2.04M
70
$2.01M
71
$1.89M
72
$1.88M
73
$1.86M
74
$1.79M
75
$1.72M