iShares Core High Dividend ETF
378 hedge funds and large institutions have $2.31B invested in iShares Core High Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 131 reducing their positions, and 19 closing their positions.
79% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 19
7% more capital invested
Capital invested by funds: $2.17B → $2.31B (+$142M)
5.64% more ownership
Funds ownership: 197.32% → 202.96% (+5.6%)
4% more funds holding
Funds holding: 365 → 378 (+13)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
7% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 131
20% less call options, than puts
Call options by funds: $371K | Put options by funds: $462K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$74.2M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$17.3M |
| 3 |
Morgan Stanley
New York
|
+$14.5M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$9.67M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$7.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$58.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.2M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.4M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.82M |
HDV Hedge Fund Activity: Q3 2018 in Review
378 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2018, worth a combined $2.31B — up 6.5% from $2.17B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new HDV positions and 19 closed out — a net gain of 15 holders — while 122 added to existing stakes and 131 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $74.2M. The largest seller was BlackRock, cutting an estimated $58.6M.
- 378 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2018, up from 365 in Q2 2018.
- Funds reported $2.31B of iShares Core High Dividend ETF stock for Q3 2018, up 6.5% quarter-over-quarter.
- 34 funds opened new iShares Core High Dividend ETF positions in Q3 2018 and 19 closed out, a net change of +15 holders.
- The largest iShares Core High Dividend ETF buyer in Q3 2018 was Cornerstone Wealth Management, an estimated $74.2M added.
- The largest iShares Core High Dividend ETF seller in Q3 2018 was BlackRock, an estimated $58.6M sold.
Based on aggregated 13F filings for Q3 2018.