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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 %
MF
451
Manchester Financial
California
$40K – – –
ETI
452
Enterprise Trust & Investment
California
$40K – – –
CAAS
453
Capital Asset Advisory Services
Michigan
$37K +$88 +1 +0.2%
BAM
454
Bellevue Asset Management
Washington
$34K – – –
MCC
455
Money Concepts Capital
Florida
$32K +$32K +367 New
CWC
456
Carolinas Wealth Consulting
North Carolina
$29K -$23.9K -269 -45%
JPLA
457
Joseph P. Lucia & Associates
New York
$29K +$29K +328 New
DZ Bank
458
DZ Bank
Germany
$28K – – –
AWM
459
AllSquare Wealth Management
New York
$27K -$4.38K -50 -14%
SIC
460
Salem Investment Counselors
North Carolina
$26K – – –
PFGIA
461
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$9.5K +109 +61%
PWM
462
Perigon Wealth Management
California
$23K +$23K +260 New
RCA
463
Rowland Carmichael Advisors
Arizona
$22K – – –
RBC
464
Roble Belko & Company
Pennsylvania
$21K – – –
SIS
465
Sound Income Strategies
Florida
$21K – – –
RA
466
Reby Advisors
Connecticut
$21K +$21K +235 New
BCWM
467
Bartlett & Co Wealth Management
Ohio
$20.4K – – –
BC
468
Bartlett & Co
Ohio
$20K – – –
ACA
469
Aptus Capital Advisors
Alabama
$18K -$14.1K -168 -44%
HWM
470
HighMark Wealth Management
Minnesota
$18K -$10.6K -122 -37%
EDRH
471
Edmond de Rothschild Holding
Switzerland
$18K – – –
HNB
472
Huntington National Bank
Ohio
$18K -$17K – –
CG
473
Cutler Group
California
$17K +$17K +200 New
CQS
474
Credential Qtrade Securities
$16.7K +$16.7K +190 New
EWM
475
Endurance Wealth Management
Rhode Island
$16K -$17.3K -200 -52%
17 18
19
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