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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
+$31.7M
2
AWM
AE Wealth Management
Kansas
+$31.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$16M
4
BlackRock
BlackRock
New York
+$12.9M
5
Morgan Stanley
Morgan Stanley
New York
+$12.7M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.6M
2
Bank of America
Bank of America
North Carolina
-$11.2M
3
WFM
Wolff Financial Management
Michigan
-$10.4M
4
SS
Simplicity Solutions
Minnesota
-$9.66M
5
Osaic Holdings
Osaic Holdings
Arizona
-$8.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
326
Calamos Wealth Management
Illinois
$352K -$6.44M -67,915 -95%
NA
327
NewEdge Advisors
Louisiana
$351K -$159K -1,674 -31%
MIC
328
Means Investment Company
Maine
$350K -$30.6K -322 -8%
FCM
329
Firestone Capital Management
Florida
$342K – – –
Northern Trust
330
Northern Trust
Illinois
$340K -$52.1K -549 -13%
CCM
331
Coldstream Capital Management
Washington
$339K – – –
GIA
332
Gladstone Institutional Advisory
Florida
$339K +$90.2K +952 +36%
MCM
333
MAI Capital Management
Ohio
$336K -$13K -137 -4%
OIA
334
OneDigital Investment Advisors
Kansas
$336K +$22.3K +235 +7%
FHC
335
First Heartland Consultants
Missouri
$332K -$55.9K -589 -14%
PG
336
Patten Group
Tennessee
$328K -$42.8K -451 -12%
AIM
337
Anchor Investment Management
South Carolina
$323K -$1.52K -16 -0.5%
WA
338
WBH Advisory
Maryland
$322K -$55.9K -589 -15%
KCA
339
Karn Couzens & Associates
Connecticut
$320K -$13.8K -145 -4%
SWA
340
Sutton Wealth Advisors
Florida
$318K – – –
CWP
341
CFM Wealth Partners
Texas
$318K +$4.75K +50 +2%
PCM
342
Parsons Capital Management
Rhode Island
$316K – – –
FM
343
Foster & Motley
Ohio
$316K +$316K +3,332 New
WP
344
WealthSource Partners
California
$314K -$94.6K -997 -23%
DAS
345
Dynamic Advisor Solutions
Arizona
$312K +$85.4K +900 +38%
SWM
346
SeaCrest Wealth Management
New York
$310K -$36.9K -388 -11%
SWM
347
Spire Wealth Management
Virginia
$308K +$308K +3,247 New
LB
348
Leo Brokerage
Texas
$306K +$1.05K +11 +0.3%
AIM
349
Axiom Investment Management
New York
$299K +$233K +2,469 +351%
Lido Advisors
350
Lido Advisors
California
$297K -$25.5K -269 -8%
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