iShares Core High Dividend ETF
321 hedge funds and large institutions have $2.46B invested in iShares Core High Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 97 reducing their positions, and 19 closing their positions.
100% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 19
29% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 97
5% more funds holding
Funds holding: 305 → 321 (+16)
0.99% more ownership
Funds ownership: 197.14% → 198.12% (+0.99%)
5% less capital invested
Capital invested by funds: $2.58B → $2.46B (-$118M)
5% less funds holding in top 10
Funds holding in top 10: 22 → 21 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$70.5M |
| 2 |
BlackRock
New York
|
+$27.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.5M |
| 4 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
+$8.98M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$6.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
-$68.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$29.1M |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$27.5M |
| 4 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$24.9M |
| 5 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$16.4M |
HDV Hedge Fund Activity: Q2 2017 in Review
321 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2017, worth a combined $2.46B — down 4.6% from $2.58B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new HDV positions and 19 closed out — a net gain of 19 holders — while 125 added to existing stakes and 97 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $70.5M. The largest seller was Nippon Life Insurance, exiting entirely with an estimated $68.8M sold.
- 321 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2017, up from 305 in Q1 2017.
- Funds reported $2.46B of iShares Core High Dividend ETF stock for Q2 2017, down 4.6% quarter-over-quarter.
- 38 funds opened new iShares Core High Dividend ETF positions in Q2 2017 and 19 closed out, a net change of +19 holders.
- The largest iShares Core High Dividend ETF buyer in Q2 2017 was Fidelity Investments, an estimated $70.5M added.
- The largest iShares Core High Dividend ETF seller in Q2 2017 was Nippon Life Insurance, an estimated $68.8M sold.
Based on aggregated 13F filings for Q2 2017.