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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 %
IAN
276
Integrated Advisors Network
Texas
$513K +$63.7K +671 +14%
F
277
F3Logic
Minnesota
$504K +$665 +7 +0.1%
GWM
278
Gray Wealth Management
Maine
$503K – – –
MAFM
279
Mid Atlantic Financial Management
Pennsylvania
$498K -$79.4K -837 -14%
BF
280
BOK Financial
Oklahoma
$497K -$8.74K -92 -2%
AWM
281
Altium Wealth Management
New York
$497K +$2.28K +24 +0.5%
ADL
282
Asset Dedication LLC
California
$489K -$243K -2,560 -33%
OBWG
283
Onyx Bridge Wealth Group
New York
$486K – – –
HFG
284
Heron Financial Group
New York
$476K +$21.7K +228 +5%
FCFC
285
First Citizens Financial Corp
Iowa
$473K -$17.5K -184 -4%
FI
286
Financial Insights
Washington
$472K -$50.2K -529 -10%
MCA
287
Magnolia Capital Advisors
Mississippi
$471K +$47K +495 +11%
CAWM
288
Capital Advisors Wealth Management
Washington
$470K +$470K +4,956 New
NGA
289
Naples Global Advisors
Florida
$468K -$60.7K -640 -11%
JWA
290
JFS Wealth Advisors
Pennsylvania
$466K – – –
CCA
291
Cobblestone Capital Advisors
New York
$453K +$117K +1,230 +35%
SAS
292
Sanford Advisory Services
Michigan
$449K – – –
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$444K -$48.3K -509 -10%
MA
294
MCF Advisors
Kentucky
$442K -$15.6K -164 -3%
MA
295
MUFG Americas
New York
$441K -$464K -4,888 -51%
TVAMP
296
Tennessee Valley Asset Management Partners
Tennessee
$440K +$95 +1 +0%
HAS
297
HBW Advisory Services
California
$437K -$70.4K -742 -14%
CWM
298
Cornerstone Wealth Management
Missouri
$437K -$25.3K -266 -5%
EWM
299
Empirical Wealth Management
Washington
$436K +$47.4K +500 +12%
CA
300
Clearstead Advisors
Ohio
$431K +$3.89K +41 +0.9%
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12
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