iShares Core High Dividend ETF
HDV
451 hedge funds and large institutions have $2.94B invested in iShares Core High Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 151 increasing their positions, 106 reducing their positions, and 29 closing their positions.
1,054% more capital inflows, than outflows
Capital inflows: $991M | Capital outflows: $85.9M
262% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 29
100% more funds holding in top 10
Funds holding in top 10: 14 → 28 (+14)
42% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 106
20% more funds holding
Funds holding: 377 → 451 (+74)
7.41% more ownership
Funds ownership: 37.74% → 45.15% (+7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$212M |
| 2 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$64M |
| 3 |
Advisor Group
Phoenix,
Arizona
|
+$63.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$59.3M |
| 5 |
Morgan Stanley
New York
|
+$56.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIM
Opus Investment Management
Worcester,
Massachusetts
|
-$17.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.17M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.18M |
| 4 |
Bank of New York Mellon
New York
|
-$4.68M |
| 5 |
Sanchez Wealth Management Group
Jacksonville,
Florida
|
-$4.25M |
HDV Hedge Fund Activity: Q4 2018 in Review
451 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2018, worth a combined $2.94B — up 28% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new HDV positions and 29 closed out — a net gain of 76 holders — while 151 added to existing stakes and 106 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $212M. The largest seller was Opus Investment Management, exiting entirely with an estimated $17.6M sold.
- 451 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2018, up from 377 in Q3 2018.
- Funds reported $2.94B of iShares Core High Dividend ETF stock for Q4 2018, up 28% quarter-over-quarter.
- 105 funds opened new iShares Core High Dividend ETF positions in Q4 2018 and 29 closed out, a net change of +76 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $212M added.
- The largest iShares Core High Dividend ETF seller in Q4 2018 was Opus Investment Management, an estimated $17.6M sold.
Based on aggregated 13F filings for Q4 2018.