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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 %
RCAG
176
Rehmann Capital Advisory Group
Michigan
$1.23M +$39K +404 +3%
HR
177
Howe & Rusling
New York
$1.23M +$73K +756 +6%
FG
178
Fiduciary Group
Georgia
$1.21M +$6.86K +71 +0.6%
UCFA
179
United Capital Financial Advisors
Texas
$1.2M +$5.12K +53 +0.4%
TA
180
Tectonic Advisors
Texas
$1.19M -$21.4K -222 -2%
HIA
181
Harbor Investment Advisory
Maryland
$1.19M +$2.22K +23 +0.2%
HWM
182
Hohimer Wealth Management
Washington
$1.18M +$42K +435 +4%
MCM
183
MV Capital Management
Maryland
$1.17M -$51.1K -530 -4%
WTC
184
WhitTier Trust Company
Nevada
$1.13M -$79.1K -820 -7%
Bank of New York Mellon
185
Bank of New York Mellon
New York
$1.12M -$19.9K -206 -2%
VR
186
Viridian RIA
Washington
$1.11M -$1.09M – –
RIM
187
Rakuten Investment Management
Japan
$1.11M -$38.4K -400 -3%
IF
188
Ironwood Financial
Arizona
$1.11M +$93.8K +972 +9%
APWA
189
Atlas Private Wealth Advisors
New Jersey
$1.08M -$252K -2,610 -19%
PA
190
Pinnacle Associates
New York
$1.05M +$62.8K +650 +6%
MAS
191
Madden Advisory Services
Florida
$1.04M -$36.6K -379 -3%
BAM
192
Barrett Asset Management
New York
$1.04M +$1.04M +10,750 New
BA
193
Ballew Advisors
Mississippi
$1.03M -$796K -8,205 -44%
ETC
194
Exchange Traded Concepts
Oklahoma
$1.03M +$39.3K +407 +4%
KFP
195
KMG Fiduciary Partners
Ohio
$1.02M +$24.4K +253 +2%
Bessemer Group
196
Bessemer Group
New Jersey
$1.02M – – –
CSIC
197
Clifford Swan Investment Counsel
California
$1.02M – – –
IA
198
IFG Advisory
Georgia
$1.01M +$32K +332 +3%
PP
199
Patten & Patten
Tennessee
$1.01M -$45.5K -472 -4%
WCG
200
Weaver Consulting Group
California
$1.01M – – –
6 7
8
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