iShares Core High Dividend ETF
503 hedge funds and large institutions have $2.55B invested in iShares Core High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 147 increasing their positions, 230 reducing their positions, and 95 closing their positions.
20,300% more call options, than puts
Call options by funds: $816K | Put options by funds: $4K
19.21% more ownership
Funds ownership: 204.1% → 223.31% (+19%)
10% less funds holding
Funds holding: 559 → 503 (-56)
21% less capital invested
Capital invested by funds: $3.23B → $2.55B (-$672M)
26% less funds holding in top 10
Funds holding in top 10: 31 → 23 (-8)
36% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 230
52% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$210M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$168M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$68.1M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$15.8M |
| 5 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.6M |
| 2 |
CP
Corbenic Partners
Bethlehem,
Pennsylvania
|
-$22.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$18.4M |
| 4 |
QI
QS Investors
New York
|
-$15.4M |
| 5 |
BlackRock
New York
|
-$14.4M |
HDV Hedge Fund Activity: Q1 2020 in Review
503 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2020, worth a combined $2.55B — down 21% from $3.23B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of HDV and 46 opened new positions — a net loss of 49 holders — while 230 trimmed existing stakes and 147 added.
The largest buyer was Cabana LLC, adding an estimated $210M. The largest seller was Ameriprise, cutting an estimated $23.6M.
- 503 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2020, down from 559 in Q4 2019.
- Funds reported $2.55B of iShares Core High Dividend ETF stock for Q1 2020, down 21% quarter-over-quarter.
- 46 funds opened new iShares Core High Dividend ETF positions in Q1 2020 and 95 closed out, a net change of -49 holders.
- The largest iShares Core High Dividend ETF buyer in Q1 2020 was Cabana LLC, an estimated $210M added.
- The largest iShares Core High Dividend ETF seller in Q1 2020 was Ameriprise, an estimated $23.6M sold.
Based on aggregated 13F filings for Q1 2020.