iShares Core High Dividend ETF
374 hedge funds and large institutions have $2.38B invested in iShares Core High Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 127 increasing their positions, 135 reducing their positions, and 39 closing their positions.
396% more call options, than puts
Call options by funds: $2.06M | Put options by funds: $416K
0.58% less ownership
Funds ownership: 196.42% → 195.84% (-0.58%)
6% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 135
4% less funds holding
Funds holding: 389 → 374 (-15)
10% less capital invested
Capital invested by funds: $2.63B → $2.38B (-$252M)
18% less funds holding in top 10
Funds holding in top 10: 22 → 18 (-4)
28% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$31.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.6M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$10.2M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$9.93M |
| 5 |
NAM
North American Management
Boston,
Massachusetts
|
+$7.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$30.9M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$30.3M |
| 3 |
Morgan Stanley
New York
|
-$22.4M |
| 4 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$18.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$13.9M |
HDV Hedge Fund Activity: Q1 2018 in Review
374 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2018, worth a combined $2.38B — down 9.6% from $2.63B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of HDV and 28 opened new positions — a net loss of 11 holders — while 135 trimmed existing stakes and 127 added.
The largest buyer was Deutsche Bank, opening a new position worth an estimated $31.6M. The largest seller was Bank of America, cutting an estimated $30.9M.
- 374 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2018, down from 389 in Q4 2017.
- Funds reported $2.38B of iShares Core High Dividend ETF stock for Q1 2018, down 9.6% quarter-over-quarter.
- 28 funds opened new iShares Core High Dividend ETF positions in Q1 2018 and 39 closed out, a net change of -11 holders.
- The largest iShares Core High Dividend ETF buyer in Q1 2018 was Deutsche Bank, an estimated $31.6M added.
- The largest iShares Core High Dividend ETF seller in Q1 2018 was Bank of America, an estimated $30.9M sold.
Based on aggregated 13F filings for Q1 2018.