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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 %
SFG
126
Summit Financial Group
West Virginia
$1.81M +$123K +1,400 +7%
RIA
127
Regal Investment Advisors
Michigan
$1.8M +$1.8M +20,504 New
TA
128
Townsend & Associates
Colorado
$1.77M +$71.3K +813 +4%
CPA
129
Court Place Advisors
Maryland
$1.76M -$189K -2,156 -10%
HR
130
Howe & Rusling
New York
$1.75M +$590K +6,735 +51%
FP
131
Financial Perspectives
Minnesota
$1.75M +$159K +1,811 +10%
CCWA
132
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.74M – – –
DC
133
Derby & Company
Massachusetts
$1.71M -$55.2K -629 -3%
RIA
134
Realta Investment Advisors
Delaware
$1.7M -$34.6K -395 -2%
DWMG
135
DB Wealth Management Group
California
$1.64M +$1.64M +18,732 New
TNBTD
136
Trustmark National Bank Trust Department
Mississippi
$1.63M -$288K -3,290 -15%
KA
137
Klingman & Associates
New York
$1.62M +$614 +7 +0%
SWP
138
Stratos Wealth Partners
Ohio
$1.61M -$436K -4,972 -21%
NB
139
Northwest Bancshares
Pennsylvania
$1.59M -$79K -901 -5%
APA
140
American Portfolios Advisors
New York
$1.55M -$166K -1,897 -10%
LDFR
141
Lehman & Derafelo Financial Resources
Pennsylvania
$1.53M – – –
WMA
142
Wealth Management Associates
New Jersey
$1.51M +$3.77K +43 +0.2%
SS
143
Sunbelt Securities
Texas
$1.5M +$25.3K +289 +2%
ANTB
144
AMG National Trust Bank
Colorado
$1.5M -$134K -1,525 -8%
1WA
145
180 Wealth Advisors
Washington
$1.47M -$15.5K -172 -1%
Fidelity International
146
Fidelity International
Bermuda
$1.46M -$210K -2,394 -13%
FAIM
147
Financial Advocates Investment Management
Washington
$1.45M -$191K -2,176 -12%
Luther King Capital Management (LKCM)
148
Luther King Capital Management (LKCM)
Texas
$1.45M -$1.64M – –
RFN
149
RDA Financial Network
Iowa
$1.43M +$406K +4,633 +40%
PWAP
150
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.43M +$922K +10,515 +183%
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