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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 %
CPSAC
251
Chas P. Smith & Associates (CPS)
Florida
$552K -$2.63K -30 -0.5%
Bessemer Group
252
Bessemer Group
New Jersey
$552K – – –
AIC
253
Archer Investment Corporation
Indiana
$542K -$4.38K -50 -0.8%
CPIG
254
Chicago Partners Investment Group
Illinois
$536K +$137K +1,535 +34%
WPC
255
White Pine Capital
Minnesota
$535K -$26K -297 -5%
Calamos Advisors
256
Calamos Advisors
Illinois
$535K +$535K +6,097 New
MAFM
257
Mid Atlantic Financial Management
Pennsylvania
$534K -$83.1K -948 -13%
SIC
258
Sigma Investment Counselors
Michigan
$532K +$295K +3,364 +125%
SVWAG
259
Sound View Wealth Advisors Group
Georgia
$518K – – –
SWM
260
Sugarloaf Wealth Management
Georgia
$517K – – –
BDF
261
Black Diamond Financial
Maryland
$514K – – –
PCA
262
Providence Capital Advisors
North Carolina
$510K +$49.1K +560 +11%
BRWA
263
B. Riley Wealth Advisors
Florida
$506K +$86.8K +988 +21%
IWC
264
Integrated Wealth Concepts
Massachusetts
$495K +$22K +251 +5%
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$493K +$525 +6 +0.1%
NGA
266
Naples Global Advisors
Florida
$489K -$26.3K -300 -5%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$483K -$140K -1,592 -22%
FI
268
Financial Insights
Washington
$482K -$67.6K -771 -12%
FNC
269
First National Corp
Massachusetts
$477K +$3.33K +38 +0.7%
MCCP
270
Mission Creek Capital Partners
California
$475K +$21K +239 +5%
CWM
271
Centric Wealth Management
Illinois
$475K +$118K +1,349 +33%
TC
272
Tacita Capital
Ontario, Canada
$475K +$475K +5,415 New
NA
273
NewEdge Advisors
Louisiana
$471K -$27.8K -317 -6%
KA
274
Kovack Advisors
Florida
$470K -$75.7K -864 -14%
HAS
275
HBW Advisory Services
California
$469K -$157K -1,785 -25%
9 10
11
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