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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 %
SIC
376
Samalin Investment Counsel
New York
$228K +$351 +4 +0.2%
SSWM
377
Smith Salley Wealth Management
North Carolina
$227K -$7.73K -88 -3%
QAM
378
QCI Asset Management
New York
$227K – – –
HZ
379
Hixon Zuercher
Ohio
$224K – – –
GM
380
GeoWealth Management
Illinois
$224K +$224K +2,557 New
DJYG
381
David J. Yvars Group
Florida
$223K +$223K +2,540 New
AIA
382
AIMZ Investment Advisors
California
$222K +$1.32K +15 +0.6%
FCI
383
Financial Counselors Inc
Kansas
$221K – – –
SFA
384
Sequoia Financial Advisors
Ohio
$216K -$21K -240 -9%
CF
385
Centaurus Financial
California
$216K -$2.63K -30 -1%
PPP
386
Private Portfolio Partners
New Jersey
$214K -$9.03K -103 -4%
ZB
387
Zions Bancorporation
Utah
$212K – – –
PWMAG
388
Pinnacle Wealth Management Advisory Group
New Jersey
$211K +$211K +2,405 New
BRWM
389
B. Riley Wealth Management
Tennessee
$210K +$210K +2,394 New
DAS
390
Dynamic Advisor Solutions
Arizona
$209K -$224K -2,563 -52%
SIAM
391
Sterling Investment Advisors (Missouri)
Missouri
$207K +$207K +2,365 New
EHPM
392
Emery Howard Portfolio Management
California
$206K +$206K +2,354 New
SAM
393
Strategy Asset Managers
California
$205K +$205K +2,342 New
CA
394
CGN Advisors
Kansas
$204K +$204K +2,324 New
CAM
395
Carret Asset Management
New York
$204K +$204K +2,325 New
NHC
396
Nicholas Hoffman & Company
Georgia
$204K +$204K +2,327 New
Jane Street
397
Jane Street
New York
$202K -$67.9K -775 -25%
SFPG
398
Stonebridge Financial Planning Group
Florida
$191K – – –
AWA
399
Arkadios Wealth Advisors
Georgia
$190K +$188K +2,154 +9,365%
IAIM
400
International Assets Investment Management
Florida
$186K +$186K +2,118 New
14 15
16
17 18