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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 %
GM
376
GeoWealth Management
Illinois
$255K -$4.85K -50 -2%
AIC
377
Ameritas Investment Company
Nebraska
$253K +$54.8K +446 +28%
QAM
378
QCI Asset Management
New York
$250K – – –
ARC
379
Advisor Resource Council
Texas
$250K +$250K +2,590 New
AIA
380
AIMZ Investment Advisors
California
$247K +$1.16K +12 +0.5%
BRWM
381
B. Riley Wealth Management
Tennessee
$245K +$2.22K +23 +0.9%
CAM
382
Carret Asset Management
New York
$244K +$19.3K +200 +9%
Jones Financial Companies
383
Jones Financial Companies
Missouri
$239K -$6.47K -67 -3%
CHA
384
Carmichael Hill & Associates
Maryland
$238K +$773 +8 +0.3%
KFGK
385
Keystone Financial Group (Kentucky)
Kentucky
$237K – – –
IC
386
IEQ Capital
California
$235K – – –
ZB
387
Zions Bancorporation
Utah
$234K – – –
RTS
388
Round Table Services
New Jersey
$229K – – –
EHPM
389
Emery Howard Portfolio Management
California
$229K +$1.35K +14 +0.6%
BFA
390
Benedict Financial Advisors
Georgia
$229K +$229K +2,370 New
SIAM
391
Sterling Investment Advisors (Missouri)
Missouri
$228K – – –
EWF
392
Epstein & White Financial
California
$227K -$8.45K -88 -4%
CA
393
CGN Advisors
Kansas
$227K +$2.23K +23 +1%
NHC
394
Nicholas Hoffman & Company
Georgia
$227K +$2.22K +23 +1%
SIA
395
SkyView Investment Advisors
New Jersey
$226K – – –
5L
396
55I LLC
Massachusetts
$225K +$225K +2,327 New
WCM
397
WealthBridge Capital Management
Ohio
$224K -$8.5K -88 -4%
SSWM
398
Smith Salley Wealth Management
North Carolina
$224K – – –
AL
399
Aspiriant LLC
California
$220K +$2.9K +30 +1%
FCI
400
Financial Counselors Inc
Kansas
$220K +$5.89K +61 +3%
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16
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