iShares Core High Dividend ETF
458 hedge funds and large institutions have $2.79B invested in iShares Core High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 150 reducing their positions, and 39 closing their positions.
36% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 39
10% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 150
2% more funds holding
Funds holding: 451 → 458 (+7)
5% less capital invested
Capital invested by funds: $2.92B → $2.79B (-$136M)
4% less funds holding in top 10
Funds holding in top 10: 28 → 27 (-1)
26.9% less ownership
Funds ownership: 225.73% → 198.82% (-27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$30.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.1M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$24.4M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$16M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$210M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$61.1M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$60.7M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$50.3M |
| 5 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$40M |
HDV Hedge Fund Activity: Q1 2019 in Review
458 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2019, worth a combined $2.79B — down 4.7% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new HDV positions and 39 closed out — a net gain of 14 holders — while 165 added to existing stakes and 150 trimmed.
The largest buyer was BlackRock, adding an estimated $30.5M. The largest seller was Envestnet Asset Management, cutting an estimated $210M.
- 458 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2019, up from 451 in Q4 2018.
- Funds reported $2.79B of iShares Core High Dividend ETF stock for Q1 2019, down 4.7% quarter-over-quarter.
- 53 funds opened new iShares Core High Dividend ETF positions in Q1 2019 and 39 closed out, a net change of +14 holders.
- The largest iShares Core High Dividend ETF buyer in Q1 2019 was BlackRock, an estimated $30.5M added.
- The largest iShares Core High Dividend ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $210M sold.
Based on aggregated 13F filings for Q1 2019.