iShares Core High Dividend ETF
169 hedge funds and large institutions have $1.47B invested in iShares Core High Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 13 closing their positions.
146% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 13
29.04% more ownership
Funds ownership: 196.5% → 225.53% (+29%)
26% more capital invested
Capital invested by funds: $1.16B → $1.47B (+$305M)
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
13% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 52
11% more funds holding
Funds holding: 152 → 169 (+17)
37% less call options, than puts
Call options by funds: $267K | Put options by funds: $422K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$48.5M |
| 2 |
DCM
Dorsal Capital Management
Redwood City,
California
|
+$24.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.7M |
| 4 |
CP
Corbenic Partners
Bethlehem,
Pennsylvania
|
+$17.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAA
Alpine Associates Advisors
Englewood Cliffs,
New Jersey
|
-$36.2M |
| 2 |
SFT
Simmons First Trust
Pine Bluff,
Arkansas
|
-$5.33M |
| 3 |
BPB
Badgley, Phelps & Bell
Seattle,
Washington
|
-$4.47M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$3.84M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$3.58M |
HDV Hedge Fund Activity: Q4 2013 in Review
169 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2013, worth a combined $1.47B — up 26% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new HDV positions and 13 closed out — a net gain of 19 holders — while 59 added to existing stakes and 52 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $48.5M. The largest seller was Alpine Associates Advisors, exiting entirely with an estimated $36.2M sold.
- 169 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2013, up from 152 in Q3 2013.
- Funds reported $1.47B of iShares Core High Dividend ETF stock for Q4 2013, up 26% quarter-over-quarter.
- 32 funds opened new iShares Core High Dividend ETF positions in Q4 2013 and 13 closed out, a net change of +19 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2013 was Goldman Sachs, an estimated $48.5M added.
- The largest iShares Core High Dividend ETF seller in Q4 2013 was Alpine Associates Advisors, an estimated $36.2M sold.
Based on aggregated 13F filings for Q4 2013.