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HDV
iShares Core High Dividend ETF
169 hedge funds and large institutions have $1.47B invested in iShares Core High Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
146% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 13
29.04% more ownership
Funds ownership: 196.5% → 225.53% (+29%)
26% more capital invested
Capital invested by funds: $1.16B → $1.47B (+$305M)
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
13% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 52
11% more funds holding
Funds holding: 152 → 169 (+17)
37% less call options, than puts
Call options by funds: $267K | Put options by funds: $422K
Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
4.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.58%
New
32
Increased
59
Reduced
52
Closed
13
Calls
$267K
Puts
$422K
Net Calls
-$155K
Net Calls Change
+$170K
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$48.5M |
| 2 |
DCM
Dorsal Capital Management
Redwood City,
California
|
+$24.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.7M |
| 4 |
CP
Corbenic Partners
Bethlehem,
Pennsylvania
|
+$17.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.9M |
Top Sellers
| 1 |
AAA
Alpine Associates Advisors
Englewood Cliffs,
New Jersey
|
-$36.2M |
| 2 |
SFT
Simmons First Trust
Pine Bluff,
Arkansas
|
-$5.33M |
| 3 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
-$4.47M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$3.84M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$3.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$330K | -24,880 | Closed |
|
|
NIM
177
Northeast Investment Management
Boston,
Massachusetts
| – | -$265K | -20,000 | Closed |
|
|
BP
178
Banyan Partners
Palm Beach Gardens,
Florida
| – | -$257K | -19,370 | Closed |
|
|
HFS
179
HL Financial Services
Louisville,
Kentucky
| – | -$227K | -17,145 | Closed |
|
|
UCFA
180
United Capital Financial Advisors
Irving,
Texas
| – | -$215K | -16,225 | Closed |
|
|
BPBT
181
Boston Private Bank & Trust
Boston,
Massachusetts
| – | -$17K | -1,250 | Closed |
|
|
AA
182
Apriem Advisors
Irvine,
California
| – | -$9K | -705 | Closed |
|