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iShares Core High Dividend ETF
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Overview Fund Activity

514 hedge funds and large institutions have $2.46B invested in iShares Core High Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 173 increasing their positions, 195 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+11
Holders Change %
+2.19%
% of All Funds
9.05%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
41
Increased
173
Reduced
195
Closed
25
Calls
$22.7M
Puts
–
Net Calls
+$22.7M
Net Calls Change
+$8.1M

Top Buyers

1
FP
Financial Perspectives
Minnesota
$31.9M
2
AWM
AE Wealth Management
Kansas
$51.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.7M
4
BlackRock
BlackRock
New York
$51M
5
Morgan Stanley
Morgan Stanley
New York
$208M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.4M
2
Bank of America
Bank of America
North Carolina
$226M
3
WFM
Wolff Financial Management
Michigan
$3.86M
4
SS
Simplicity Solutions
Minnesota
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
251
Kistler-Tiffany Companies
Pennsylvania
$623K -$50.8K -536 -8%
TC
252
Tacita Capital
Ontario, Canada
$617K +$103K +1,090 +20%
AIC
253
Archer Investment Corporation
Indiana
$614K +$27.6K +291 +5%
PTC
254
Philadelphia Trust Company
Pennsylvania
$609K – – –
1IA
255
1834 Investment Advisors
Wisconsin
$607K – – –
AWA
256
ARS Wealth Advisors
Florida
$606K -$73.5K -775 -11%
FFN
257
Focus Financial Network
Minnesota
$604K +$117K +1,235 +24%
PI
258
PFS Investments
Georgia
$588K -$19.1K -201 -3%
FNC
259
First National Corp
Massachusetts
$588K +$71.4K +752 +14%
CPSAC
260
Chas P. Smith & Associates (CPS)
Florida
$587K -$10.3K -109 -2%
PCA
261
Providence Capital Advisors
North Carolina
$578K +$25.9K +273 +5%
TCMP
262
Thrive Capital Management (Pennsylvania)
Pennsylvania
$573K +$235K +2,477 +70%
TA
263
TrueWealth Advisors
Alabama
$568K -$704K -7,384 -55%
SCM
264
SevenOneSeven Capital Management
Pennsylvania
$565K +$172K +1,809 +44%
BWP
265
Bernardo Wealth Planning
Pennsylvania
$564K -$369K -3,892 -40%
FIA
266
Foundations Investment Advisors
Arizona
$560K -$46.2K -482 -8%
BDF
267
Black Diamond Financial
Maryland
$557K – – –
VC
268
Vicus Capital
Pennsylvania
$556K +$84K +885 +18%
SIC
269
Sigma Investment Counselors
Michigan
$551K -$24.7K -260 -4%
SVWAG
270
Sound View Wealth Advisors Group
Georgia
$551K -$9.77K -103 -2%
IWC
271
Integrated Wealth Concepts
Massachusetts
$535K -$95 -1 -0%
CPIA
272
Cornell Pochily Investment Advisors
New York
$530K +$51K +537 +11%
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$519K -$3.51K -37 -0.7%
MCCP
274
Mission Creek Capital Partners
California
$516K +$1.71K +18 +0.3%
CWM
275
Centric Wealth Management
Illinois
$516K +$2.18K +23 +0.4%
9 10
11
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