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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 %
LAS
501
Lloyd Advisory Services
Georgia
$3K +$3K +37 New
Franklin Resources
502
Franklin Resources
California
$2K – – –
LGA
503
Lebenthal Global Advisors
New York
$2K +$2K +27 New
IHWM
504
Iron Horse Wealth Management
Iowa
$1K +$1K +7 New
AIM
505
Axiom Investment Management
New York
$301 -$1.16K -2,713 -79%
WIM
506
Westside Investment Management
California
$14 – – –
GB
507
Gunma Bank
Japan
– -$4.7M -58,400 Closed
FHB
508
First Hawaiian Bank
Hawaii
– -$4.4M -54,710 Closed
COF
509
Capital One Financial
Virginia
– -$4.03M -50,049 Closed
HF
510
HRT Financial
New York
– -$2.82M -35,007 Closed
MGI
511
MayTech Global Investments
New York
– -$1.61M -20,000 Closed
5L
512
55I LLC
Massachusetts
– -$1.4M -17,445 Closed
RA
513
RFG Advisory
Alabama
– -$868K -10,783 Closed
IFG
514
Investors Financial Group
Minnesota
– -$832K -10,336 Closed
Renaissance Technologies
515
Renaissance Technologies
New York
– -$708K -8,800 Closed
SAG
516
Spotlight Asset Group
Illinois
– -$674K -8,374 Closed
SWMG
517
Sanchez Wealth Management Group
Florida
– -$663K -8,242 Closed
HCM
518
Howland Capital Management
Massachusetts
– -$644K -8,000 Closed
EFS
519
Essex Financial Services
Connecticut
– -$549K -6,815 Closed
SWA
520
SFMG Wealth Advisors
Texas
– -$545K -6,777 Closed
CS
521
Credit Suisse
Switzerland
– -$481K -5,972 Closed
OMC
522
Old Mission Capital
Illinois
– -$387K -4,811 Closed
BB
523
Busey Bank
Illinois
– -$365K -4,535 Closed
LSA
524
Lion Street Advisors
Texas
– -$367K -4,401 Closed
ACP
525
Aveo Capital Partners
Colorado
– -$278K -3,449 Closed
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