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iShares Core High Dividend ETF
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Overview Fund Activity

503 hedge funds and large institutions have $2.2B invested in iShares Core High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 144 increasing their positions, 194 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+31
Holders Change %
+6.57%
% of All Funds
8.92%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
80
Increased
144
Reduced
194
Closed
41
Calls
$14.6M
Puts
–
Net Calls
+$14.6M
Net Calls Change
+$13.9M

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$19M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.4M
3
AWM
AE Wealth Management
Kansas
+$10.6M
4
SS
Simplicity Solutions
Minnesota
+$9.66M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.58M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.1M
2
Mariner
Mariner
Kansas
-$10M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.88M
4
Goldman Sachs
Goldman Sachs
New York
-$8.86M
5
KFA
Kelleher Financial Advisors
New York
-$7.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
226
Quest Capital Management
Texas
$719K – – –
ATC
227
Argent Trust Co
Tennessee
$716K +$716K +8,168 New
SG
228
StoneX Group
New York
$711K -$22.2K -253 -3%
VAS
229
Vestmark Advisory Solutions
Massachusetts
$698K -$98.2K -1,120 -12%
VFA
230
Valeo Financial Advisors
Indiana
$698K +$126K +1,436 +22%
ADL
231
Asset Dedication LLC
California
$676K +$876 +10 +0.1%
VHAM
232
Van Hulzen Asset Management
California
$668K +$21.5K +245 +3%
VFIC
233
Valley Forge Investment Consultants
Pennsylvania
$659K +$659K +7,517 New
Citigroup
234
Citigroup
New York
$654K +$1.67K +19 +0.3%
SC
235
Savant Capital
Illinois
$649K -$27.3K -311 -4%
SWA
236
Sax Wealth Advisors
New Jersey
$640K +$640K +7,300 New
IWA
237
Inspirion Wealth Advisors
Illinois
$630K -$21K -240 -3%
AWA
238
ARS Wealth Advisors
Florida
$628K -$24.1K -275 -4%
KTC
239
Kistler-Tiffany Companies
Pennsylvania
$623K -$368K -4,194 -37%
FCA
240
FinTrust Capital Advisors
South Carolina
$623K +$93.4K +1,065 +18%
Brown Advisory
241
Brown Advisory
Maryland
$615K -$4.38K -50 -0.7%
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
$613K -$24.2K -270 -4%
Prudential Financial
243
Prudential Financial
New Jersey
$588K +$40.9K +466 +7%
NFG
244
Next Financial Group
Texas
$581K -$3.42K -39 -0.6%
PI
245
PFS Investments
Georgia
$573K +$573K +6,401 New
PCG
246
Private Capital Group
Connecticut
$571K -$49.7K -566 -8%
NB
247
NBT Bank
New York
$569K +$283K +3,225 +99%
FIA
248
Foundations Investment Advisors
Arizona
$565K +$565K +6,330 New
PTC
249
Philadelphia Trust Company
Pennsylvania
$563K – – –
1IA
250
1834 Investment Advisors
Wisconsin
$560K – – –
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