iShares Core High Dividend ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$18.4M |
| 2 |
JP Morgan Chase
New York
|
+$12M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.2M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$9.33M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.72M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$9.67M |
| 3 |
Goldman Sachs
New York
|
-$8.56M |
| 4 |
KFA
Kelleher Financial Advisors
New York
|
-$7.16M |
| 5 |
LPL Financial
San Diego,
California
|
-$6.06M |
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.