iShares Core High Dividend ETF
365 hedge funds and large institutions have $2.17B invested in iShares Core High Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 155 reducing their positions, and 25 closing their positions.
46% more call options, than puts
Call options by funds: $1.42M | Put options by funds: $975K
1.49% more ownership
Funds ownership: 195.84% → 197.32% (+1.5%)
2% less funds holding
Funds holding: 374 → 365 (-9)
9% less capital invested
Capital invested by funds: $2.38B → $2.17B (-$209M)
16% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 25
22% less funds holding in top 10
Funds holding in top 10: 18 → 14 (-4)
46% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 155
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$86.6M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$10.4M |
| 3 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$8.23M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$5.92M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$51M |
| 2 |
BlackRock
New York
|
-$47M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.8M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$23.6M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$10.4M |
HDV Hedge Fund Activity: Q2 2018 in Review
365 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2018, worth a combined $2.17B — down 8.8% from $2.38B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of HDV and 21 opened new positions — a net loss of 4 holders — while 155 trimmed existing stakes and 84 added.
The largest buyer was Cornerstone Wealth Management, adding an estimated $86.6M. The largest seller was Ameriprise, cutting an estimated $51M.
- 365 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2018, down from 374 in Q1 2018.
- Funds reported $2.17B of iShares Core High Dividend ETF stock for Q2 2018, down 8.8% quarter-over-quarter.
- 21 funds opened new iShares Core High Dividend ETF positions in Q2 2018 and 25 closed out, a net change of -4 holders.
- The largest iShares Core High Dividend ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $86.6M added.
- The largest iShares Core High Dividend ETF seller in Q2 2018 was Ameriprise, an estimated $51M sold.
Based on aggregated 13F filings for Q2 2018.