iShares Core High Dividend ETF
257 hedge funds and large institutions have $1.99B invested in iShares Core High Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 24 closing their positions.
200% more call options, than puts
Call options by funds: $3K | Put options by funds: $1K
88% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 24
55% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 67
38% more funds holding in top 10
Funds holding in top 10: 13 → 18 (+5)
10% more capital invested
Capital invested by funds: $1.81B → $1.99B (+$181M)
8% more funds holding
Funds holding: 239 → 257 (+18)
0.49% less ownership
Funds ownership: 211.74% → 211.26% (-0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$75.4M |
| 2 |
Morgan Stanley
New York
|
+$22.9M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$18.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.3M |
| 5 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$54M |
| 2 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$18.2M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$17.7M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$12.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.1M |
HDV Hedge Fund Activity: Q1 2016 in Review
257 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2016, worth a combined $1.99B — up 10% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new HDV positions and 24 closed out — a net gain of 21 holders — while 104 added to existing stakes and 67 trimmed.
The largest buyer was UBS Group, adding an estimated $75.4M. The largest seller was Bank of America, cutting an estimated $54M.
- 257 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2016, up from 239 in Q4 2015.
- Funds reported $1.99B of iShares Core High Dividend ETF stock for Q1 2016, up 10% quarter-over-quarter.
- 45 funds opened new iShares Core High Dividend ETF positions in Q1 2016 and 24 closed out, a net change of +21 holders.
- The largest iShares Core High Dividend ETF buyer in Q1 2016 was UBS Group, an estimated $75.4M added.
- The largest iShares Core High Dividend ETF seller in Q1 2016 was Bank of America, an estimated $54M sold.
Based on aggregated 13F filings for Q1 2016.