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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 %
IAN
276
Integrated Advisors Network
Texas
$527K +$5.4K +56 +1%
HFG
277
Heron Financial Group
New York
$523K +$41.4K +429 +9%
CAWM
278
Capital Advisors Wealth Management
Washington
$523K +$44.4K +460 +9%
GWM
279
Gray Wealth Management
Maine
$512K – – –
OIA
280
OneDigital Investment Advisors
Kansas
$507K +$165K +1,715 +48%
DJYG
281
David J. Yvars Group
Florida
$502K +$109K +1,126 +28%
CCA
282
Cobblestone Capital Advisors
New York
$498K +$37.6K +390 +8%
MCCP
283
Mission Creek Capital Partners
California
$497K -$28K -290 -5%
OBWG
284
Onyx Bridge Wealth Group
New York
$494K – – –
TA
285
TrueWealth Advisors
Alabama
$484K -$90.7K -940 -16%
AWM
286
Altium Wealth Management
New York
$477K -$28K -290 -6%
EWM
287
Empirical Wealth Management
Washington
$476K +$32.2K +333 +7%
JWA
288
JFS Wealth Advisors
Pennsylvania
$474K – – –
NGA
289
Naples Global Advisors
Florida
$468K -$8.2K -85 -2%
WA
290
Wealthstar Advisors
Texas
$468K +$468K +4,849 New
CWS
291
Cypress Wealth Services
California
$467K +$43.5K +451 +10%
SAS
292
Sanford Advisory Services
Michigan
$465K +$8.5K +88 +2%
MCA
293
Magnolia Capital Advisors
Mississippi
$463K -$16.7K -173 -3%
F
294
F3Logic
Minnesota
$461K -$51K -529 -10%
KWM
295
Kingsview Wealth Management
Oregon
$459K +$26.1K +269 +6%
MA
296
MCF Advisors
Kentucky
$448K -$1.45K -15 -0.3%
KCA
297
Karn Couzens & Associates
Connecticut
$448K +$123K +1,270 +38%
FCFC
298
First Citizens Financial Corp
Iowa
$447K -$33.5K -347 -7%
TP
299
Tranquility Partners
Tennessee
$446K +$12.9K +134 +3%
CWM
300
Cornerstone Wealth Management
Missouri
$443K -$1.35K -14 -0.3%
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