iShares Core High Dividend ETF
451 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 29 closing their positions.
259% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 29
100% more funds holding in top 10
Funds holding in top 10: 14 → 28 (+14)
42% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 107
26% more capital invested
Capital invested by funds: $2.31B → $2.92B (+$610M)
22.77% more ownership
Funds ownership: 202.96% → 225.73% (+23%)
19% more funds holding
Funds holding: 378 → 451 (+73)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$212M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$64M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$63.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$59.3M |
| 5 |
Morgan Stanley
New York
|
+$56.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$166M |
| 2 |
OIM
Opus Investment Management
Worcester,
Massachusetts
|
-$17.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.17M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.18M |
| 5 |
Bank of New York Mellon
New York
|
-$4.68M |
HDV Hedge Fund Activity: Q4 2018 in Review
451 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2018, worth a combined $2.92B — up 26% from $2.31B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new HDV positions and 29 closed out — a net gain of 75 holders — while 152 added to existing stakes and 107 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $212M. The largest seller was Cornerstone Wealth Management, cutting an estimated $166M.
- 451 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2018, up from 378 in Q3 2018.
- Funds reported $2.92B of iShares Core High Dividend ETF stock for Q4 2018, up 26% quarter-over-quarter.
- 104 funds opened new iShares Core High Dividend ETF positions in Q4 2018 and 29 closed out, a net change of +75 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $212M added.
- The largest iShares Core High Dividend ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $166M sold.
Based on aggregated 13F filings for Q4 2018.