iShares Core High Dividend ETF
559 hedge funds and large institutions have $3.23B invested in iShares Core High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 201 increasing their positions, 147 reducing their positions, and 27 closing their positions.
270% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 27
37% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 147
24% more funds holding in top 10
Funds holding in top 10: 25 → 31 (+6)
14% more funds holding
Funds holding: 492 → 559 (+67)
6% more capital invested
Capital invested by funds: $3.04B → $3.23B (+$182M)
1.09% less ownership
Funds ownership: 205.19% → 204.1% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$13.1M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$11.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.55M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$68.5M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$33.1M |
| 3 |
QI
QS Investors
New York
|
-$20.3M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$17.3M |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$16.1M |
HDV Hedge Fund Activity: Q4 2019 in Review
559 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2019, worth a combined $3.23B — up 6% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new HDV positions and 27 closed out — a net gain of 73 holders — while 201 added to existing stakes and 147 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $13.1M. The largest seller was M&T Bank, exiting entirely with an estimated $68.5M sold.
- 559 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2019, up from 492 in Q3 2019.
- Funds reported $3.23B of iShares Core High Dividend ETF stock for Q4 2019, up 6% quarter-over-quarter.
- 100 funds opened new iShares Core High Dividend ETF positions in Q4 2019 and 27 closed out, a net change of +73 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2019 was Avantax Advisory Services, an estimated $13.1M added.
- The largest iShares Core High Dividend ETF seller in Q4 2019 was M&T Bank, an estimated $68.5M sold.
Based on aggregated 13F filings for Q4 2019.