iShares Core High Dividend ETF
487 hedge funds and large institutions have $2.12B invested in iShares Core High Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 135 increasing their positions, 227 reducing their positions, and 57 closing their positions.
3% less funds holding
Funds holding: 503 → 487 (-16)
6.85% less ownership
Funds ownership: 44.66% → 37.81% (-6.9%)
17% less capital invested
Capital invested by funds: $2.55B → $2.12B (-$429M)
19% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 57
30% less funds holding in top 10
Funds holding in top 10: 23 → 16 (-7)
41% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 227
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$11.3M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$9.57M |
| 3 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
+$7.59M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$3.97M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$192M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$131M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$56.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$43.4M |
| 5 |
BlackRock
New York
|
-$32.6M |
HDV Hedge Fund Activity: Q2 2020 in Review
487 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2020, worth a combined $2.12B — down 17% from $2.55B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of HDV and 46 opened new positions — a net loss of 11 holders — while 227 trimmed existing stakes and 135 added.
The largest buyer was Creative Planning, adding an estimated $11.3M. The largest seller was Cabana LLC, cutting an estimated $192M.
- 487 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2020, down from 503 in Q1 2020.
- Funds reported $2.12B of iShares Core High Dividend ETF stock for Q2 2020, down 17% quarter-over-quarter.
- 46 funds opened new iShares Core High Dividend ETF positions in Q2 2020 and 57 closed out, a net change of -11 holders.
- The largest iShares Core High Dividend ETF buyer in Q2 2020 was Creative Planning, an estimated $11.3M added.
- The largest iShares Core High Dividend ETF seller in Q2 2020 was Cabana LLC, an estimated $192M sold.
Based on aggregated 13F filings for Q2 2020.