iShares Core High Dividend ETF
522 hedge funds and large institutions have $2.85B invested in iShares Core High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 200 increasing their positions, 155 reducing their positions, and 37 closing their positions.
6,692% more call options, than puts
Call options by funds: $19.8M | Put options by funds: $292K
83% more capital inflows, than outflows
Capital inflows: $223M | Capital outflows: $122M
38% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 37
29% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 155
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
1% more funds holding
Funds holding: 516 → 522 (+6)
0.41% less ownership
Funds ownership: 39.54% → 39.13% (-0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$26.6M |
| 2 |
Astor Investment Management
Chicago,
Illinois
|
+$18.8M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$16.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.5M |
| 5 |
JP Morgan Chase
New York
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$41.2M |
| 2 |
BlackRock
New York
|
-$7.8M |
| 3 |
Beacon Financial Group
Dallas,
Texas
|
-$7.25M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$4.99M |
| 5 |
J.W. Cole Advisors
Tampa,
Florida
|
-$4.76M |
HDV Hedge Fund Activity: Q3 2021 in Review
522 of the 5,731 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2021, worth a combined $2.85B — up 1.9% from $2.8B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new HDV positions and 37 closed out — a net gain of 14 holders — while 200 added to existing stakes and 155 trimmed.
The largest buyer was Wells Fargo, adding an estimated $26.6M. The largest seller was LBMC Investment Advisors, cutting an estimated $41.2M.
- 522 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2021, up from 516 in Q2 2021.
- Funds reported $2.85B of iShares Core High Dividend ETF stock for Q3 2021, up 1.9% quarter-over-quarter.
- 51 funds opened new iShares Core High Dividend ETF positions in Q3 2021 and 37 closed out, a net change of +14 holders.
- The largest iShares Core High Dividend ETF buyer in Q3 2021 was Wells Fargo, an estimated $26.6M added.
- The largest iShares Core High Dividend ETF seller in Q3 2021 was LBMC Investment Advisors, an estimated $41.2M sold.
Based on aggregated 13F filings for Q3 2021.