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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 %
IA
351
Insight Advisors
Pennsylvania
$266K +$266K +3,032 New
KPWS
352
Kestra Private Wealth Services
Texas
$265K -$38.7K -445 -13%
MWM
353
Merriman Wealth Management
Washington
$265K – – –
AIP
354
Ahrens Investment Partners
Louisiana
$264K -$114K -1,300 -30%
SCM
355
SOL Capital Management
Maryland
$263K – – –
FCT
356
Family Capital Trust
Massachusetts
$263K – – –
Qube Research & Technologies (QRT)
357
Qube Research & Technologies (QRT)
United Kingdom
$255K +$255K +2,911 New
SF
358
Synovus Financial
Georgia
$254K -$36K -409 -12%
VWA
359
Visionary Wealth Advisors
Illinois
$245K -$12.3K -140 -5%
AA
360
Advisory Alpha
Michigan
$245K +$701 +8 +0.3%
EWF
361
Epstein & White Financial
California
$243K -$11.2K -128 -4%
WSTAM
362
Wilbanks Smith & Thomas Asset Management
Virginia
$241K -$17.5K -200 -7%
CHA
363
Carmichael Hill & Associates
Maryland
$240K -$18.4K -210 -7%
PP
364
PDS Planning
Ohio
$239K +$1.49K +17 +0.6%
MPW
365
Monterey Private Wealth
California
$238K -$6.4K -73 -3%
MWM
366
Minot Wealth Management
Massachusetts
$238K – – –
FIM
367
Fernwood Investment Management
Massachusetts
$237K +$2.19K +25 +0.9%
BAAM
368
Baker Avenue Asset Management
California
$236K – – –
WCM
369
WealthBridge Capital Management
Ohio
$235K -$8.25K -94 -3%
TSS
370
Two Sigma Securities
New York
$234K +$234K +2,665 New
EWM
371
EPG Wealth Management
Georgia
$232K -$174K -1,986 -43%
NAM
372
NorthCoast Asset Management
Connecticut
$232K -$17.9K -204 -7%
FFA
373
Freedman Financial Associates
Massachusetts
$232K +$232K +2,650 New
GIA
374
Gladstone Institutional Advisory
Florida
$230K +$230K +2,624 New
SCA
375
Snowden Capital Advisors
New York
$229K -$26.3K -300 -10%
13 14
15
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