iShares Core High Dividend ETF
484 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 196 increasing their positions, 136 reducing their positions, and 24 closing their positions.
133% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 24
105% more capital inflows, than outflows
Capital inflows: $214M | Capital outflows: $104M
44% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 136
7% more funds holding in top 10
Funds holding in top 10: 27 → 29 (+2)
6% more funds holding
Funds holding: 457 → 484 (+27)
0.26% more ownership
Funds ownership: 39.67% → 39.93% (+0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.4M |
| 2 |
Connecticut Wealth Management
Farmington,
Connecticut
|
+$15.4M |
| 3 |
Titus Wealth Management
Larskpur,
California
|
+$13.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$12.9M |
| 5 |
Barings
Charlotte,
North Carolina
|
+$8.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$32.7M |
| 2 |
Goldman Sachs
New York
|
-$11.2M |
| 3 |
Nomura Asset Management
Tokyo,
Japan
|
-$7.32M |
| 4 |
Global Financial Private Capital
Sarasota,
Florida
|
-$4.47M |
| 5 |
Financial Management Professionals
Austin,
Texas
|
-$3.6M |
HDV Hedge Fund Activity: Q2 2019 in Review
484 of the 4,626 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2019, worth a combined $2.92B — up 4.1% from $2.8B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new HDV positions and 24 closed out — a net gain of 32 holders — while 196 added to existing stakes and 136 trimmed.
The largest buyer was Bank of America, adding an estimated $18.4M. The largest seller was BlackRock, cutting an estimated $32.7M.
- 484 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2019, up from 457 in Q1 2019.
- Funds reported $2.92B of iShares Core High Dividend ETF stock for Q2 2019, up 4.1% quarter-over-quarter.
- 56 funds opened new iShares Core High Dividend ETF positions in Q2 2019 and 24 closed out, a net change of +32 holders.
- The largest iShares Core High Dividend ETF buyer in Q2 2019 was Bank of America, an estimated $18.4M added.
- The largest iShares Core High Dividend ETF seller in Q2 2019 was BlackRock, an estimated $32.7M sold.
Based on aggregated 13F filings for Q2 2019.