iShares Core High Dividend ETF
583 hedge funds and large institutions have $2.86B invested in iShares Core High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 198 increasing their positions, 175 reducing their positions, and 33 closing their positions.
6,367% more call options, than puts
Call options by funds: $65.3M | Put options by funds: $1.01M
206% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 33
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
13% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 175
12% more funds holding
Funds holding: 522 → 583 (+61)
1.1% less ownership
Funds ownership: 39.13% → 38.03% (-1.1%)
27% less capital inflows, than outflows
Capital inflows: $329M | Capital outflows: $451M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$44.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$11.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$11.4M |
| 4 |
Goldman Sachs
New York
|
+$8.49M |
| 5 |
WA
Wealthstar Advisors
Plano,
Texas
|
+$8.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$301M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$25.6M |
| 3 |
Astor Investment Management
Chicago,
Illinois
|
-$18.3M |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.4M |
HDV Hedge Fund Activity: Q4 2021 in Review
583 of the 6,523 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q4 2021, worth a combined $2.86B — up 0.15% from $2.85B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new HDV positions and 33 closed out — a net gain of 68 holders — while 198 added to existing stakes and 175 trimmed.
The largest buyer was LBMC Investment Advisors, adding an estimated $44.5M. The largest seller was Bank of America, cutting an estimated $301M.
- 583 institutional investors held iShares Core High Dividend ETF (HDV) as of Q4 2021, up from 522 in Q3 2021.
- Funds reported $2.86B of iShares Core High Dividend ETF stock for Q4 2021, up 0.15% quarter-over-quarter.
- 101 funds opened new iShares Core High Dividend ETF positions in Q4 2021 and 33 closed out, a net change of +68 holders.
- The largest iShares Core High Dividend ETF buyer in Q4 2021 was LBMC Investment Advisors, an estimated $44.5M added.
- The largest iShares Core High Dividend ETF seller in Q4 2021 was Bank of America, an estimated $301M sold.
Based on aggregated 13F filings for Q4 2021.