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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 %
IC
351
Inscription Capital
Texas
$297K – – –
JGIA
352
Jackson Grant Investment Advisers
Connecticut
$296K +$1.71K +18 +0.6%
CIA
353
Capital Investment Advisors
Georgia
$293K -$28.8K -304 -9%
PWMAG
354
Pinnacle Wealth Management Advisory Group
New Jersey
$290K +$61.7K +650 +27%
DWM
355
Destination Wealth Management
California
$287K -$35.9K -379 -11%
OC
356
Oppenheimer & Co
New York
$286K -$104K -1,093 -27%
MWM
357
Merriman Wealth Management
Washington
$286K – – –
IA
358
Insight Advisors
Pennsylvania
$285K -$4.97K -52 -2%
SCM
359
SOL Capital Management
Maryland
$285K – – –
FCT
360
Family Capital Trust
Massachusetts
$285K – – –
VFIC
361
Valley Forge Investment Consultants
Pennsylvania
$283K -$429K -4,530 -60%
AWA
362
Arkadios Wealth Advisors
Georgia
$280K +$74.1K +783 +36%
BFA
363
Beacon Financial Advisory
Ohio
$278K -$103K -1,080 -27%
GG
364
GenWealth Group
New Jersey
$277K -$12.8K -135 -4%
AIP
365
Ahrens Investment Partners
Louisiana
$275K -$10.4K -110 -4%
AA
366
Advisory Alpha
Michigan
$266K +$758 +8 +0.3%
VWA
367
Visionary Wealth Advisors
Illinois
$265K – – –
OWA
368
Octavia Wealth Advisors
Ohio
$263K -$66.9K -704 -20%
HZ
369
Hixon Zuercher
Ohio
$263K +$20.7K +218 +9%
WSTAM
370
Wilbanks Smith & Thomas Asset Management
Virginia
$261K +$95 +1 +0%
SCA
371
Snowden Capital Advisors
New York
$259K +$11.7K +123 +5%
PP
372
PDS Planning
Ohio
$259K – – –
FIM
373
Fernwood Investment Management
Massachusetts
$256K – – –
GM
374
GeoWealth Management
Illinois
$256K +$11.8K +124 +5%
YIH
375
Y-Intercept (HK)
Hong Kong
$253K +$253K +2,656 New
13 14
15
16 17