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iShares Core High Dividend ETF
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Overview Fund Activity

503 hedge funds and large institutions have $2.2B invested in iShares Core High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 144 increasing their positions, 194 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+31
Holders Change %
+6.57%
% of All Funds
8.92%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
80
Increased
144
Reduced
194
Closed
41
Calls
$14.6M
Puts
–
Net Calls
+$14.6M
Net Calls Change
+$13.9M

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$19M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.4M
3
AWM
AE Wealth Management
Kansas
+$10.6M
4
SS
Simplicity Solutions
Minnesota
+$9.66M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.58M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.1M
2
Mariner
Mariner
Kansas
-$10M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.88M
4
Goldman Sachs
Goldman Sachs
New York
-$8.86M
5
KFA
Kelleher Financial Advisors
New York
-$7.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
326
MAI Capital Management
Ohio
$323K -$85.8K -978 -21%
SWM
327
SeaCrest Wealth Management
New York
$320K +$438 +5 +0.1%
KPWG
328
KFA Private Wealth Group
Virginia
$319K +$64.7K +737 +25%
FCM
329
Firestone Capital Management
Florida
$316K – – –
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$313K -$34.9K -398 -10%
CCM
331
Coldstream Capital Management
Washington
$313K +$313K +3,575 New
TCMP
332
Thrive Capital Management (Pennsylvania)
Pennsylvania
$312K +$312K +3,562 New
RG
333
Rikoon Group
New Mexico
$311K -$24.4K -279 -7%
CCA
334
Cobblestone Capital Advisors
New York
$310K -$282K -3,220 -48%
KCA
335
Karn Couzens & Associates
Connecticut
$308K +$308K +3,516 New
OWA
336
Octavia Wealth Advisors
Ohio
$304K +$304K +3,473 New
AIM
337
Anchor Investment Management
South Carolina
$299K -$12.7K -145 -4%
DWM
338
Destination Wealth Management
California
$299K +$21.3K +243 +8%
CIA
339
Capital Investment Advisors
Georgia
$298K +$702 +8 +0.2%
Lido Advisors
340
Lido Advisors
California
$297K -$49.7K -569 -14%
SWA
341
Sutton Wealth Advisors
Florida
$294K – – –
PCM
342
Parsons Capital Management
Rhode Island
$292K -$47.3K -540 -14%
OIA
343
OneDigital Investment Advisors
Kansas
$290K – – –
CWP
344
CFM Wealth Partners
Texas
$289K -$23.6K -270 -8%
LB
345
Leo Brokerage
Texas
$281K -$212K -2,420 -43%
EP
346
Eudaimonia Partners
Tennessee
$279K +$1.84K +21 +0.7%
Susquehanna International Group
347
Susquehanna International Group
Pennsylvania
$276K -$2.82M -32,166 -91%
IC
348
Inscription Capital
Texas
$274K – – –
JGIA
349
Jackson Grant Investment Advisers
Connecticut
$272K -$13.1K -149 -5%
GG
350
GenWealth Group
New Jersey
$268K -$5.26K -60 -2%
12 13
14
15 16