iShares Core High Dividend ETF
515 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 208 increasing their positions, 168 reducing their positions, and 31 closing their positions.
26% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 31
24% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 168
14% more capital invested
Capital invested by funds: $2.47B → $2.8B (+$333M)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
0% less funds holding
Funds holding: 517 → 515 (-2)
12.06% less ownership
Funds ownership: 209.79% → 197.73% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$332M |
| 2 |
LPL Financial
San Diego,
California
|
+$27.8M |
| 3 |
JP Morgan Chase
New York
|
+$15.5M |
| 4 |
Morgan Stanley
New York
|
+$12.4M |
| 5 |
BlackRock
New York
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$291M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$46.1M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$34.3M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$20.6M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$8.29M |
HDV Hedge Fund Activity: Q2 2021 in Review
515 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2021, worth a combined $2.8B — up 14% from $2.47B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new HDV positions and 31 closed out — a net gain of 8 holders — while 208 added to existing stakes and 168 trimmed.
The largest buyer was Bank of America, adding an estimated $332M. The largest seller was Financial Perspectives, cutting an estimated $291M.
- 515 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2021, down from 517 in Q1 2021.
- Funds reported $2.8B of iShares Core High Dividend ETF stock for Q2 2021, up 14% quarter-over-quarter.
- 39 funds opened new iShares Core High Dividend ETF positions in Q2 2021 and 31 closed out, a net change of +8 holders.
- The largest iShares Core High Dividend ETF buyer in Q2 2021 was Bank of America, an estimated $332M added.
- The largest iShares Core High Dividend ETF seller in Q2 2021 was Financial Perspectives, an estimated $291M sold.
Based on aggregated 13F filings for Q2 2021.