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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 %
CWM
51
Connecticut Wealth Management
Connecticut
$8.55M -$1.61M -18,419 -16%
BFA
52
Beaumont Financial Advisors
Massachusetts
$8.11M -$410K -4,681 -5%
Goldman Sachs
53
Goldman Sachs
New York
$8.07M -$8.86M -101,046 -52%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$8M -$150K -1,710 -2%
Mariner
55
Mariner
Kansas
$7.53M -$10M -114,221 -57%
Two Sigma Investments
56
Two Sigma Investments
New York
$7.47M -$5.72M -65,300 -43%
SI
57
Stephens Inc
Arkansas
$7.33M +$2.61M +29,807 +55%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$7.26M +$1.2M +13,700 +20%
Truist Financial
59
Truist Financial
North Carolina
$7.04M +$390K +4,451 +6%
WWA
60
WC Walker & Associates
California
$6.92M +$6.92M +76,476 New
Stifel Financial
61
Stifel Financial
Missouri
$6.81M -$287K -3,273 -4%
Comerica Bank
62
Comerica Bank
Texas
$6.58M -$2.5M -28,055 -28%
LFAS
63
Level Four Advisory Services
Texas
$6.55M +$471K +5,369 +8%
NAM
64
NTV Asset Management
West Virginia
$6.31M +$35.4K +404 +0.6%
CWM
65
Calamos Wealth Management
Illinois
$6.28M +$5.97M +68,104 +1,934%
HighTower Advisors
66
HighTower Advisors
Illinois
$6.24M +$50.5K +575 +0.8%
JCM
67
Janney Capital Management
Pennsylvania
$6.23M -$489K -5,578 -7%
AF
68
Allworth Financial
California
$5.75M +$672K +7,662 +13%
TFA
69
Teamwork Financial Advisors
Texas
$5.61M +$7.19K +82 +0.1%
BCI
70
Brinker Capital Investments
Pennsylvania
$5.49M -$3.07M -35,046 -36%
FHA
71
Flagship Harbor Advisors
Massachusetts
$5.49M +$3.97M +45,328 +262%
ST
72
Smithfield Trust
Pennsylvania
$5.32M +$27K +308 +0.5%
GL
73
Graypoint LLC
New York
$4.67M -$406K -4,634 -8%
NAM
74
North American Management
Massachusetts
$4.62M -$117K -1,331 -2%
W
75
WealthOne
New York
$4.48M -$1.46M -16,601 -25%
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