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iShares Core High Dividend ETF
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Overview Fund Activity

512 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
8.94%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
39
Increased
205
Reduced
167
Closed
31
Calls
$31M
Puts
–
Net Calls
+$31M
Net Calls Change
+$8.32M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$330M
2
LPL Financial
LPL Financial
California
+$27.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.4M
4
Morgan Stanley
Morgan Stanley
New York
+$12.3M
5
BlackRock
BlackRock
New York
+$10.6M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$289M
2
AWM
AE Wealth Management
Kansas
-$45.9M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$34.1M
4
M&T Bank
M&T Bank
New York
-$20.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
351
Oppenheimer & Co
New York
$291K -$97 -1 -0%
MWM
352
Merriman Wealth Management
Washington
$291K – – –
SCM
353
SOL Capital Management
Maryland
$290K – – –
FCT
354
Family Capital Trust
Massachusetts
$290K – – –
BFA
355
Beacon Financial Advisory
Ohio
$288K +$5.69K +59 +2%
SAM
356
Smithbridge Asset Management
Pennsylvania
$288K +$288K +2,983 New
VWA
357
Visionary Wealth Advisors
Illinois
$280K +$9.95K +103 +4%
SWM
358
Spire Wealth Management
Virginia
$279K -$34K -353 -11%
CWM
359
Centric Wealth Management
Illinois
$277K -$249K -2,573 -47%
CG
360
Colony Group
Massachusetts
$275K -$496K -5,140 -64%
GI
361
Gradient Investments
Minnesota
$269K +$262K +2,711 +3,615%
HZ
362
Hixon Zuercher
Ohio
$267K – – –
WSTAM
363
Wilbanks Smith & Thomas Asset Management
Virginia
$266K +$193 +2 +0.1%
PP
364
PDS Planning
Ohio
$266K +$2.8K +29 +1%
FHC
365
First Heartland Consultants
Missouri
$265K -$72.2K -749 -21%
SCA
366
Snowden Capital Advisors
New York
$264K – – –
DWM
367
Destination Wealth Management
California
$263K -$28.9K -300 -10%
AA
368
Advisory Alpha
Michigan
$262K -$9.08K -94 -3%
OWA
369
Octavia Wealth Advisors
Ohio
$262K -$4.82K -50 -2%
AIP
370
Ahrens Investment Partners
Louisiana
$261K -$19.3K -200 -7%
FIM
371
Fernwood Investment Management
Massachusetts
$261K – – –
EWM
372
EPG Wealth Management
Georgia
$258K +$1.54K +16 +0.6%
NAM
373
NorthCoast Asset Management
Connecticut
$257K +$1.06K +11 +0.4%
FFA
374
Freedman Financial Associates
Massachusetts
$256K – – –
CAM
375
Cresset Asset Management
Illinois
$256K +$50.8K +525 +25%
13 14
15
16 17