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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 %
QI
26
QS Investors
New York
$17.3M +$1.25M +14,226 +8%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$17.2M +$12.4M +141,463 +259%
TWM
28
Titus Wealth Management
California
$15M -$347K -3,958 -2%
MML Investors Services
29
MML Investors Services
Massachusetts
$14.4M +$773K +8,816 +6%
WBG
30
Wharton Business Group
Pennsylvania
$14.1M -$3.36M -38,350 -19%
SFG
31
SNS Financial Group
Minnesota
$13.5M -$1.62M -18,436 -11%
WFM
32
Wolff Financial Management
Michigan
$13.2M -$1.11M -12,682 -8%
AAS
33
Avantax Advisory Services
Texas
$12.9M -$2.63M -30,040 -17%
RJA
34
Raymond James & Associates
Florida
$12.7M +$545K +6,219 +4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$12.2M -$1.99M -22,691 -14%
FA
36
Forefront Analytics
Pennsylvania
$12.1M -$52.5K -599 -0.4%
BUB
37
BBVA USA Bancshares
Texas
$12.1M +$359K +4,099 +3%
HB
38
Homrich & Berg
Georgia
$12M -$350K -3,988 -3%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$11.6M -$9.88M – –
BSSFA
40
Baron Silver Stevens Financial Advisors
Florida
$11M +$11M +125,481 New
NEAM
41
New England Asset Management
Connecticut
$10.9M – – –
VCS
42
Vaughan & Co Securities
New Jersey
$10.7M +$331K +3,780 +3%
LF
43
Lantz Financial
Illinois
$10.1M +$304K +3,470 +3%
GSIS
44
Global Strategic Investment Solutions
Arizona
$10M +$568K +6,482 +6%
PAG
45
Private Advisor Group
New Jersey
$9.93M -$788K -8,983 -7%
AA
46
Ancora Advisors
Ohio
$9.78M -$98K -1,118 -1%
AAP
47
Arax Advisory Partners
Colorado
$9.67M +$307K +3,504 +3%
SS
48
Simplicity Solutions
Minnesota
$9.66M +$9.66M +110,137 New
KAS
49
Kestra Advisory Services
Texas
$9.4M +$4.84M +55,542 +106%
KFP
50
Keystone Financial Planning
Ohio
$8.6M +$422K +4,816 +5%
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