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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 %
MWM
326
Merriman Wealth Management
Washington
$355K +$70.9K +753 +25%
PG
327
Patten Group
Tennessee
$349K +$32.6K +346 +10%
FCM
328
Firestone Capital Management
Florida
$348K – – –
Lido Advisors
329
Lido Advisors
California
$348K +$15.5K +165 +5%
TW
330
TrinityPoint Wealth
Connecticut
$343K – – –
CFAM
331
Center For Asset Management
Florida
$340K +$340K +3,605 New
MIC
332
Means Investment Company
Maine
$335K -$15.8K -167 -4%
SXL
333
Summit X LLC
Missouri
$329K -$14.1K -150 -4%
GI
334
Gradient Investments
Minnesota
$329K +$66.7K +708 +25%
KPWS
335
Kestra Private Wealth Services
Texas
$327K +$7.07K +75 +2%
HSA
336
HBK Sorce Advisory
Pennsylvania
$326K -$12.5K -133 -4%
WA
337
WBH Advisory
Maryland
$322K +$849 +9 +0.3%
AIM
338
Anchor Investment Management
South Carolina
$320K -$1.04K -11 -0.3%
WP
339
WealthSource Partners
California
$317K – – –
SWA
340
Sutton Wealth Advisors
Florida
$316K – – –
FWM
341
Frontier Wealth Management
Missouri
$315K -$105K -1,116 -25%
PCM
342
Parsons Capital Management
Rhode Island
$314K +$9.42K +100 +3%
CWP
343
CFM Wealth Partners
Texas
$313K – – –
CIA
344
Capital Investment Advisors
Georgia
$311K +$471 +5 +0.2%
SAM
345
Smithbridge Asset Management
Pennsylvania
$309K +$28.2K +300 +10%
SWM
346
SeaCrest Wealth Management
New York
$306K -$941 -10 -0.3%
RTL
347
Red Tortoise LLC
Georgia
$304K +$304K +3,333 New
AIM
348
Axiom Investment Management
New York
$300K +$189 +2 +0.1%
SWM
349
Spire Wealth Management
Virginia
$296K +$23.2K +246 +9%
DC
350
Davenport & Co
Virginia
$296K +$296K +3,142 New
12 13
14
15 16