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iShares Core High Dividend ETF
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Overview Fund Activity

512 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
8.94%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
39
Increased
205
Reduced
167
Closed
31
Calls
$31M
Puts
–
Net Calls
+$31M
Net Calls Change
+$8.32M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$330M
2
LPL Financial
LPL Financial
California
+$27.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.4M
4
Morgan Stanley
Morgan Stanley
New York
+$12.3M
5
BlackRock
BlackRock
New York
+$10.6M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$289M
2
AWM
AE Wealth Management
Kansas
-$45.9M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$34.1M
4
M&T Bank
M&T Bank
New York
-$20.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
251
WesBanco Bank
West Virginia
$673K – – –
SWM
252
Sugarloaf Wealth Management
Georgia
$669K +$612K +6,338 +1,071%
CPIA
253
Cornell Pochily Investment Advisors
New York
$665K +$126K +1,309 +23%
KOMWMG
254
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$664K -$80.6K -835 -11%
TC
255
Tacita Capital
Ontario, Canada
$662K +$33.8K +350 +5%
IP
256
Investment Partners
Ohio
$650K -$171K -1,771 -21%
IWC
257
Integrated Wealth Concepts
Massachusetts
$631K +$86.3K +894 +16%
AIC
258
Archer Investment Corporation
Indiana
$625K – – –
PCA
259
Providence Capital Advisors
North Carolina
$622K +$34.3K +355 +6%
FIA
260
Foundations Investment Advisors
Arizona
$621K +$51.9K +533 +9%
PTC
261
Philadelphia Trust Company
Pennsylvania
$619K – – –
AWA
262
ARS Wealth Advisors
Florida
$617K – – –
VC
263
Vicus Capital
Pennsylvania
$617K +$51.2K +530 +9%
SVWAG
264
Sound View Wealth Advisors Group
Georgia
$609K +$48.5K +503 +9%
VAS
265
Vestmark Advisory Solutions
Massachusetts
$605K -$39.4K -408 -6%
KTC
266
Kistler-Tiffany Companies
Pennsylvania
$586K -$47.9K -496 -8%
OPS
267
Orion Portfolio Solutions
Nebraska
$582K -$116K -1,198 -17%
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$571K +$42.5K +440 +8%
MAFM
269
Mid Atlantic Financial Management
Pennsylvania
$571K +$64.1K +664 +13%
BDF
270
Black Diamond Financial
Maryland
$566K – – –
CPSAC
271
Chas P. Smith & Associates (CPS)
Florida
$554K -$42.7K -443 -7%
SIC
272
Sigma Investment Counselors
Michigan
$539K -$21.7K -225 -4%
FFN
273
Focus Financial Network
Minnesota
$537K -$77.3K -801 -13%
WS
274
Wedbush Securities
California
$531K +$531K +5,496 New
CFGS
275
Concourse Financial Group Securities
Alabama
$530K +$130K +1,351 +33%
9 10
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