iShares Core High Dividend ETF
517 hedge funds and large institutions have $2.47B invested in iShares Core High Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 177 increasing their positions, 195 reducing their positions, and 25 closing their positions.
64% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 25
21.96% more ownership
Funds ownership: 187.83% → 209.79% (+22%)
12% more capital invested
Capital invested by funds: $2.2B → $2.47B (+$267M)
2% more funds holding
Funds holding: 506 → 517 (+11)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
9% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 195
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$274M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$30.4M |
| 3 |
JP Morgan Chase
New York
|
+$15.4M |
| 4 |
BlackRock
New York
|
+$12.4M |
| 5 |
Morgan Stanley
New York
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.7M |
| 2 |
WFM
Wolff Financial Management
Kalamazoo,
Michigan
|
-$10M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$9.66M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.57M |
| 5 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$8.55M |
HDV Hedge Fund Activity: Q1 2021 in Review
517 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2021, worth a combined $2.47B — up 12% from $2.2B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new HDV positions and 25 closed out — a net gain of 16 holders — while 177 added to existing stakes and 195 trimmed.
The largest buyer was Financial Perspectives, adding an estimated $274M. The largest seller was Bank of America, cutting an estimated $10.7M.
- 517 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2021, up from 506 in Q4 2020.
- Funds reported $2.47B of iShares Core High Dividend ETF stock for Q1 2021, up 12% quarter-over-quarter.
- 41 funds opened new iShares Core High Dividend ETF positions in Q1 2021 and 25 closed out, a net change of +16 holders.
- The largest iShares Core High Dividend ETF buyer in Q1 2021 was Financial Perspectives, an estimated $274M added.
- The largest iShares Core High Dividend ETF seller in Q1 2021 was Bank of America, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2021.