iShares Core High Dividend ETF
473 hedge funds and large institutions have $2.01B invested in iShares Core High Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 150 increasing their positions, 197 reducing their positions, and 42 closing their positions.
29% more call options, than puts
Call options by funds: $3.03M | Put options by funds: $2.34M
0.62% less ownership
Funds ownership: 37.81% → 37.19% (-0.62%)
3% less funds holding
Funds holding: 487 → 473 (-14)
6% less capital invested
Capital invested by funds: $2.12B → $2.01B (-$119M)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
24% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 42
24% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 197
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$13.7M |
| 2 |
Two Sigma Investments
New York
|
+$9.6M |
| 3 |
Goldman Sachs
New York
|
+$7.6M |
| 4 |
Two Sigma Advisers
New York
|
+$5.54M |
| 5 |
GB
Gunma Bank
Gunma,
Japan
|
+$4.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$58.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.2M |
| 3 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$15.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$15.4M |
| 5 |
Morgan Stanley
New York
|
-$6.45M |
HDV Hedge Fund Activity: Q3 2020 in Review
473 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2020, worth a combined $2.01B — down 5.6% from $2.12B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of HDV and 32 opened new positions — a net loss of 10 holders — while 197 trimmed existing stakes and 150 added.
The largest buyer was QS Investors, adding an estimated $13.7M. The largest seller was Fidelity Investments, cutting an estimated $58.8M.
- 473 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2020, down from 487 in Q2 2020.
- Funds reported $2.01B of iShares Core High Dividend ETF stock for Q3 2020, down 5.6% quarter-over-quarter.
- 32 funds opened new iShares Core High Dividend ETF positions in Q3 2020 and 42 closed out, a net change of -10 holders.
- The largest iShares Core High Dividend ETF buyer in Q3 2020 was QS Investors, an estimated $13.7M added.
- The largest iShares Core High Dividend ETF seller in Q3 2020 was Fidelity Investments, an estimated $58.8M sold.
Based on aggregated 13F filings for Q3 2020.