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iShares Core High Dividend ETF
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Overview Fund Activity

518 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
51
Increased
196
Reduced
156
Closed
37
Calls
$19.8M
Puts
$292K
Net Calls
+$19.5M
Net Calls Change
-$11.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$25.9M
2
AIM
Astor Investment Management
Illinois
+$18.3M
3
Franklin Resources
Franklin Resources
California
+$16.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$13M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13.9M
2
BlackRock
BlackRock
New York
-$7.6M
3
BFG
Beacon Financial Group
Texas
-$7.25M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$4.86M
5
JWCA
J.W. Cole Advisors
Florida
-$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
251
Investment Partners
Ohio
$648K +$13K +138 +2%
TC
252
Tacita Capital
Ontario, Canada
$646K – – –
WB
253
WesBanco Bank
West Virginia
$629K -$28.9K -306 -4%
BWM
254
BCS Wealth Management
Tennessee
$628K -$267K -2,830 -30%
SWM
255
Sugarloaf Wealth Management
Georgia
$628K -$25.2K -267 -4%
RVPG
256
Relative Value Partners Group
$626K +$626K +6,636 New
AIC
257
Archer Investment Corporation
Indiana
$610K – – –
AOWM
258
Alpha Omega Wealth Management
Virginia
$609K -$73.5K -780 -11%
VAS
259
Vestmark Advisory Solutions
Massachusetts
$609K +$17.6K +187 +3%
PTC
260
Philadelphia Trust Company
Pennsylvania
$605K – – –
OIA
261
OneDigital Investment Advisors
Kansas
$604K +$109K +1,153 +22%
FNC
262
First National Corp
Massachusetts
$600K +$106K +1,126 +21%
FAM
263
Formidable Asset Management
Ohio
$595K -$332K -3,516 -36%
SVWAG
264
Sound View Wealth Advisors Group
Georgia
$595K – – –
KTC
265
Kistler-Tiffany Companies
Pennsylvania
$574K +$1.32K +14 +0.2%
Renaissance Technologies
266
Renaissance Technologies
New York
$566K -$321K -3,400 -36%
OPS
267
Orion Portfolio Solutions
Nebraska
$562K -$6.51K -69 -1%
IWC
268
Integrated Wealth Concepts
Massachusetts
$559K -$56.4K -599 -9%
MAFM
269
Mid Atlantic Financial Management
Pennsylvania
$558K +$283 +3 +0.1%
VC
270
Vicus Capital
Pennsylvania
$554K -$48.4K -513 -8%
AWAG
271
ARS Wealth Advisors Group
Florida
$553K +$553K +5,862 New
AWM
272
Altium Wealth Management
New York
$547K +$80.6K +855 +17%
CCA
273
Cobblestone Capital Advisors
New York
$545K +$58.5K +620 +12%
FFN
274
Focus Financial Network
Minnesota
$544K +$19.1K +203 +4%
MA
275
MUFG Americas
New York
$534K +$105K +1,117 +25%
9 10
11
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