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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 %
FPW
426
Flagship Private Wealth
Massachusetts
$93.2K +$93.2K +1,058 New
SSB
427
Sandy Spring Bank
Maryland
$93K -$17.2K -195 -16%
MHR
428
Matthew Hamilton Rosenberg
$83K – – –
CFN
429
Cordasco Financial Network
Florida
$77K – – –
KPCM
430
Kings Point Capital Management
New York
$74K – – –
CIA
431
Choate Investment Advisors
Massachusetts
$72K – – –
TWM
432
Tradition Wealth Management
Minnesota
$71K +$71K +810 New
RE
433
RBC Europe
United Kingdom
$68.4K – – –
NSIM
434
North Star Investment Management
Illinois
$61K +$61K +700 New
CAGAS
435
Capital Advisory Group Advisory Services
Minnesota
$59K -$7.93K -90 -12%
LWP
436
Lumature Wealth Partners
Georgia
$59K +$59K +673 New
PO
437
Private Ocean
California
$59K +$59K +675 New
BWM
438
Birchcreek Wealth Management
Ohio
$58K +$58K +670 New
CIR
439
Clear Investment Research
Georgia
$56K +$1.24K +14 +2%
FF
440
FourThought Financial
Florida
$56K +$56K +648 New
DAC
441
Dividend Assets Capital
South Carolina
$55K +$55K +622 New
FWM
442
Focused Wealth Management
New York
$53K +$527 +6 +1%
CTC
443
Central Trust Company
Missouri
$52K – – –
MRCM
444
M&R Capital Management
New Jersey
$49K +$88 +1 +0.2%
SIAG
445
Safeguard Investment Advisory Group
California
$47K +$47K +543 New
FWM
446
FSA Wealth Management
Massachusetts
$46K +$46K +527 New
WT
447
Whittier Trust
California
$44K +$44K +500 New
CWA
448
Core Wealth Advisors
Florida
$43K – – –
GI
449
Gradient Investments
Minnesota
$42K – – –
SFSIG
450
San Francisco Sentry Investment Group
California
$41K – – –
16 17
18
19 20