iShares Core High Dividend ETF
152 hedge funds and large institutions have $1.16B invested in iShares Core High Dividend ETF in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 18 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 44
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
3% more funds holding
Funds holding: 147 → 152 (+5)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
15% less capital invested
Capital invested by funds: $1.37B → $1.16B (-$212M)
21.23% less ownership
Funds ownership: 217.72% → 196.5% (-21%)
58% less call options, than puts
Call options by funds: $232K | Put options by funds: $557K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAA
Alpine Associates Advisors
Englewood Cliffs,
New Jersey
|
+$37M |
| 2 |
SG Americas Securities
New York
|
+$13.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.44M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$5.49M |
| 5 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$78.9M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$43.3M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$34.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$31.5M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$23.2M |
HDV Hedge Fund Activity: Q3 2013 in Review
152 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2013, worth a combined $1.16B — down 15% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HDV positions and 18 closed out — a net gain of 6 holders — while 62 added to existing stakes and 44 trimmed.
The largest buyer was Alpine Associates Advisors, opening a new position worth an estimated $37M. The largest seller was LPL Financial, cutting an estimated $78.9M.
- 152 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2013, up from 147 in Q2 2013.
- Funds reported $1.16B of iShares Core High Dividend ETF stock for Q3 2013, down 15% quarter-over-quarter.
- 24 funds opened new iShares Core High Dividend ETF positions in Q3 2013 and 18 closed out, a net change of +6 holders.
- The largest iShares Core High Dividend ETF buyer in Q3 2013 was Alpine Associates Advisors, an estimated $37M added.
- The largest iShares Core High Dividend ETF seller in Q3 2013 was LPL Financial, an estimated $78.9M sold.
Based on aggregated 13F filings for Q3 2013.