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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 %
JWCA
76
J.W. Cole Advisors
Florida
$4.24M -$212K -2,421 -5%
MCM
77
MV Capital Management
Maryland
$4.18M -$98.9K -1,128 -2%
JIP
78
Jaffetilchin Investment Partners
Florida
$4.09M -$535K -6,104 -12%
SDAM
79
Shulman DeMeo Asset Management
New York
$4.06M +$32.3K +368 +0.8%
FWP
80
FAS Wealth Partners
Kansas
$4.03M +$751K +8,564 +23%
SPC
81
Sigma Planning Corp
Michigan
$4.02M +$109K +1,248 +3%
LNC
82
Lincoln National Corp
Pennsylvania
$3.93M -$315K -3,588 -7%
CAL
83
Capital Advisors Ltd
Ohio
$3.81M -$225K -2,572 -6%
CAN
84
Cetera Advisor Networks
California
$3.8M +$267K +3,050 +8%
FFG
85
Frisch Financial Group
New York
$3.73M +$25.5K +291 +0.7%
PFO
86
Pathstone Family Office
New Jersey
$3.72M – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$3.71M -$818K -9,327 -18%
SFG
88
Sowa Financial Group
Rhode Island
$3.7M -$358K -4,086 -9%
MIAN
89
Mariner Independent Advisor Network
Kansas
$3.68M +$169K +1,932 +5%
IWM
90
IHT Wealth Management
Illinois
$3.59M -$421K -4,801 -10%
Citadel Advisors
91
Citadel Advisors
Florida
$3.56M -$21.7K -248 -0.6%
FA
92
FC Advisory
Pennsylvania
$3.52M +$268K +3,059 +8%
PMG
93
ProVise Management Group
Florida
$3.47M -$57.9K -660 -2%
CL
94
COWA LLC
Oklahoma
$3.32M +$3.32M +36,986 New
CCG
95
Chatham Capital Group
Georgia
$3.2M -$975K -11,125 -23%
SWP
96
Summit Wealth Partners
Florida
$3.19M -$2.19K -25 -0.1%
ONB
97
Old National Bancorp
Indiana
$3.15M -$14.6K -167 -0.5%
BOPW
98
Brandywine Oak Private Wealth
Pennsylvania
$3.01M +$96.6K +1,102 +3%
MWM
99
Maltin Wealth Management
New Jersey
$2.98M +$237K +2,698 +9%
CA
100
Cetera Advisors
Colorado
$2.98M -$236K -2,694 -7%
2 3
4
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