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HDV

iShares Core High Dividend ETF
HDV

506 hedge funds and large institutions have $2.2B invested in iShares Core High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 146 increasing their positions, 195 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 41

10% more capital invested

Capital invested by funds: $2B → $2.2B (+$197M)

7% more funds holding

Funds holding: 474 → 506 (+32)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

1.82% more ownership

Funds ownership: 186.01% → 187.83% (+1.8%)

25% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 195

Holders
506
Holders Change
+32
Holders Change %
+6.75%
% of All Funds
8.95%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
81
Increased
146
Reduced
195
Closed
41
Calls
$14.6M
Puts
–
Net Calls
+$14.6M
Net Calls Change
+$13.9M

Top Buyers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
+$18.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$12M
3
AWM
AE Wealth Management
Kansas
+$10.2M
4
SS
Simplicity Solutions
Minnesota
+$9.33M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.36M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$9.72M
2
Mariner
Mariner
Kansas
-$9.67M
3
Goldman Sachs
Goldman Sachs
New York
-$8.56M
4
KFA
Kelleher Financial Advisors
New York
-$7.16M
5
LPL Financial
LPL Financial
California
-$6.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
251
Philadelphia Trust Company
Pennsylvania
$563K – – –
1IA
252
1834 Investment Advisors
Wisconsin
$560K – – –
CPSAC
253
Chas P. Smith & Associates (CPS)
Florida
$552K -$2.54K -150 -0.5%
Bessemer Group
254
Bessemer Group
New Jersey
$552K – – –
AIC
255
Archer Investment Corporation
Indiana
$542K -$4.24K -250 -0.8%
CPIG
256
Chicago Partners Investment Group
Illinois
$536K +$130K +7,675 +34%
WPC
257
White Pine Capital
Minnesota
$535K -$25.2K -1,485 -5%
Calamos Advisors
258
Calamos Advisors
Illinois
$535K +$516K +30,485 New
CT
259
Caldwell Trust
Florida
$535K +$14.8K +875 +3%
MAFM
260
Mid Atlantic Financial Management
Pennsylvania
$534K -$80.3K -4,740 -13%
SIC
261
Sigma Investment Counselors
Michigan
$532K +$285K +16,820 +125%
SVWAG
262
Sound View Wealth Advisors Group
Georgia
$518K – – –
SWM
263
Sugarloaf Wealth Management
Georgia
$517K – – –
BDF
264
Black Diamond Financial
Maryland
$514K – – –
PCA
265
Providence Capital Advisors
North Carolina
$510K +$47.4K +2,800 +11%
BRWA
266
B. Riley Wealth Advisors
Florida
$506K +$83.7K +4,940 +21%
IWC
267
Integrated Wealth Concepts
Massachusetts
$495K +$21.3K +1,255 +5%
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$493K +$508 +30 +0.1%
NGA
269
Naples Global Advisors
Florida
$489K -$25.4K -1,500 -5%
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$483K -$135K -7,960 -22%
FI
271
Financial Insights
Washington
$482K -$65.3K -3,855 -12%
FNC
272
First National Corp
Massachusetts
$477K +$3.22K +190 +0.7%
MCCP
273
Mission Creek Capital Partners
California
$475K +$20.2K +1,195 +5%
CWM
274
Centric Wealth Management
Illinois
$475K +$114K +6,745 +33%
TC
275
Tacita Capital
Ontario, Canada
$475K +$459K +27,075 New
9 10
11
12 13

HDV Hedge Fund Activity: Q4 2020 in Review

506 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2020, worth a combined $2.2B — up 9.8% from $2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HDV positions and 41 closed out — a net gain of 40 holders — while 146 added to existing stakes and 195 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $18.4M. The largest seller was Wells Fargo, cutting an estimated $9.72M.

  • 506 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2020, up from 474 in Q3 2020.
  • Funds reported $2.2B of iShares Core High Dividend ETF stock for Q4 2020, up 9.8% quarter-over-quarter.
  • 81 funds opened new iShares Core High Dividend ETF positions in Q4 2020 and 41 closed out, a net change of +40 holders.
  • The largest iShares Core High Dividend ETF buyer in Q4 2020 was JP Morgan Private Wealth Advisors, an estimated $18.4M added.
  • The largest iShares Core High Dividend ETF seller in Q4 2020 was Wells Fargo, an estimated $9.72M sold.

Based on aggregated 13F filings for Q4 2020.