iShares Core High Dividend ETF
309 hedge funds and large institutions have $2.63B invested in iShares Core High Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 27 closing their positions.
719% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $247K
74% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 27
4% more funds holding
Funds holding: 296 → 309 (+13)
0.94% more ownership
Funds ownership: 205.03% → 205.97% (+0.94%)
1% less capital invested
Capital invested by funds: $2.65B → $2.63B (-$18M)
4% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 110
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$35.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$26.7M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$17.1M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$112M |
| 2 |
QI
QS Investors
New York
|
-$61.8M |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
-$19M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12.1M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$10.3M |
HDV Hedge Fund Activity: Q4 2016 in Review
309 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2016, worth a combined $2.63B — down 0.68% from $2.65B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new HDV positions and 27 closed out — a net gain of 20 holders — while 106 added to existing stakes and 110 trimmed.
The largest buyer was Wharton Business Group, adding an estimated $35.4M. The largest seller was Dupont Capital Management, exiting entirely with an estimated $112M sold.
- 309 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2016, up from 296 in Q3 2016.
- Funds reported $2.63B of iShares Core High Dividend ETF stock for Q4 2016, down 0.68% quarter-over-quarter.
- 47 funds opened new iShares Core High Dividend ETF positions in Q4 2016 and 27 closed out, a net change of +20 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2016 was Wharton Business Group, an estimated $35.4M added.
- The largest iShares Core High Dividend ETF seller in Q4 2016 was Dupont Capital Management, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2016.