iShares Core High Dividend ETF
389 hedge funds and large institutions have $2.64B invested in iShares Core High Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 120 reducing their positions, and 18 closing their positions.
344% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 18
19% more funds holding
Funds holding: 327 → 389 (+62)
2% more capital invested
Capital invested by funds: $2.59B → $2.64B (+$44.8M)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
0.79% less ownership
Funds ownership: 40.07% → 39.28% (-0.79%)
3% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15.7M |
| 2 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$9.34M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$6.96M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$6.5M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$44M |
| 2 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$34.4M |
| 3 |
BlackRock
New York
|
-$21.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$17.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$16.2M |
HDV Hedge Fund Activity: Q4 2017 in Review
389 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2017, worth a combined $2.64B — up 1.7% from $2.59B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new HDV positions and 18 closed out — a net gain of 62 holders — while 116 added to existing stakes and 120 trimmed.
The largest buyer was Bank of America, adding an estimated $15.7M. The largest seller was Fidelity Investments, cutting an estimated $44M.
- 389 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2017, up from 327 in Q3 2017.
- Funds reported $2.64B of iShares Core High Dividend ETF stock for Q4 2017, up 1.7% quarter-over-quarter.
- 80 funds opened new iShares Core High Dividend ETF positions in Q4 2017 and 18 closed out, a net change of +62 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2017 was Bank of America, an estimated $15.7M added.
- The largest iShares Core High Dividend ETF seller in Q4 2017 was Fidelity Investments, an estimated $44M sold.
Based on aggregated 13F filings for Q4 2017.