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iShares Core High Dividend ETF
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Overview Fund Activity

512 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
8.94%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
39
Increased
205
Reduced
167
Closed
31
Calls
$31M
Puts
–
Net Calls
+$31M
Net Calls Change
+$8.32M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$560M
2
LPL Financial
LPL Financial
California
$120M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$50.7M
4
Morgan Stanley
Morgan Stanley
New York
$224M
5
BlackRock
BlackRock
New York
$62.5M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$3.53M
2
AWM
AE Wealth Management
Kansas
$6.41M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.37M
4
M&T Bank
M&T Bank
New York
$50.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$2.02M +$1.33M +13,513 +196%
PA
127
Parallel Advisors
California
$1.98M +$707K +7,327 +56%
MFG
128
Merit Financial Group
Georgia
$1.87M +$429K +4,441 +30%
IA
129
IFP Advisors
Florida
$1.86M -$974K -10,092 -34%
WMA
130
Wealth Management Associates
New Jersey
$1.85M +$145K +1,504 +9%
DF
131
Donoghue Forlines
Massachusetts
$1.84M +$1.84M +19,035 New
CPA
132
Court Place Advisors
Maryland
$1.82M -$53.7K -556 -3%
RIA
133
Realta Investment Advisors
Delaware
$1.78M +$3.86K +40 +0.2%
KA
134
Klingman & Associates
New York
$1.75M -$27.6K -286 -2%
SWP
135
Stratos Wealth Partners
Ohio
$1.7M +$62.3K +645 +4%
CCWA
136
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M -$130K -1,346 -7%
NFG
137
Nations Financial Group
Iowa
$1.67M +$1.67M +17,281 New
NB
138
Northwest Bancshares
Pennsylvania
$1.67M +$26K +269 +2%
MFA
139
Mayflower Financial Advisors
Massachusetts
$1.65M +$62.4K +647 +4%
DWMG
140
DB Wealth Management Group
California
$1.63M +$290 +3 +0%
ANTB
141
AMG National Trust Bank
Colorado
$1.62M -$22.1K -229 -1%
Fidelity International
142
Fidelity International
Bermuda
$1.61M -$3.67K -38 -0.2%
CFA
143
Cahill Financial Advisors
Minnesota
$1.61M +$194K +2,009 +14%
SFS
144
Sowell Financial Services
Arkansas
$1.6M -$522K -5,413 -25%
RFN
145
RDA Financial Network
Iowa
$1.58M -$579 -6 -0%
FAN
146
Financial Advisors Network
California
$1.57M – – –
WC
147
Woodstock Corp
Massachusetts
$1.56M – – –
LDFR
148
Lehman & Derafelo Financial Resources
Pennsylvania
$1.56M -$25.1K -260 -2%
Luther King Capital Management (LKCM)
149
Luther King Capital Management (LKCM)
Texas
$1.56M -$1.52M – –
William Blair & Company
150
William Blair & Company
Illinois
$1.52M -$140K -1,455 -8%
4 5
6
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