iShares Core High Dividend ETF
239 hedge funds and large institutions have $1.81B invested in iShares Core High Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 85 reducing their positions, and 11 closing their positions.
218% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 11
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
11% more capital invested
Capital invested by funds: $1.63B → $1.81B (+$181M)
9% more funds holding
Funds holding: 219 → 239 (+20)
4.56% more ownership
Funds ownership: 207.18% → 211.74% (+4.6%)
11% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$44.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$42.8M |
| 3 |
BlackRock
New York
|
+$39.7M |
| 4 |
Morgan Stanley
New York
|
+$35.3M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$65.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.2M |
| 3 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
-$19.6M |
| 4 |
QI
QS Investors
New York
|
-$17.7M |
| 5 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$13.5M |
HDV Hedge Fund Activity: Q4 2015 in Review
239 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2015, worth a combined $1.81B — up 11% from $1.63B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HDV positions and 11 closed out — a net gain of 24 holders — while 76 added to existing stakes and 85 trimmed.
The largest buyer was LPL Financial, adding an estimated $44.7M. The largest seller was Goldman Sachs, cutting an estimated $65.3M.
- 239 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2015, up from 219 in Q3 2015.
- Funds reported $1.81B of iShares Core High Dividend ETF stock for Q4 2015, up 11% quarter-over-quarter.
- 35 funds opened new iShares Core High Dividend ETF positions in Q4 2015 and 11 closed out, a net change of +24 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2015 was LPL Financial, an estimated $44.7M added.
- The largest iShares Core High Dividend ETF seller in Q4 2015 was Goldman Sachs, an estimated $65.3M sold.
Based on aggregated 13F filings for Q4 2015.