iShares Core High Dividend ETF
213 hedge funds and large institutions have $2.27B invested in iShares Core High Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 41 reducing their positions, and 12 closing their positions.
275% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 12
141% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 41
18% more capital invested
Capital invested by funds: $1.93B → $2.27B (+$339M)
15% more funds holding
Funds holding: 185 → 213 (+28)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
19% less call options, than puts
Call options by funds: $1.24M | Put options by funds: $1.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUIM
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
+$84.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$43.4M |
| 4 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
+$19.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$16.9M |
| 2 |
Jane Street
New York
|
-$6.81M |
| 3 |
SG Americas Securities
New York
|
-$2.92M |
| 4 |
Morgan Stanley
New York
|
-$2.83M |
| 5 |
EWM
Evercore Wealth Management
New York
|
-$2.52M |
HDV Hedge Fund Activity: Q4 2014 in Review
213 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2014, worth a combined $2.27B — up 18% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new HDV positions and 12 closed out — a net gain of 33 holders — while 99 added to existing stakes and 41 trimmed.
The largest buyer was Aegon USA Investment Management, opening a new position worth an estimated $84.7M. The largest seller was BlackRock, cutting an estimated $16.9M.
- 213 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2014, up from 185 in Q3 2014.
- Funds reported $2.27B of iShares Core High Dividend ETF stock for Q4 2014, up 18% quarter-over-quarter.
- 45 funds opened new iShares Core High Dividend ETF positions in Q4 2014 and 12 closed out, a net change of +33 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2014 was Aegon USA Investment Management, an estimated $84.7M added.
- The largest iShares Core High Dividend ETF seller in Q4 2014 was BlackRock, an estimated $16.9M sold.
Based on aggregated 13F filings for Q4 2014.