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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 %
APWA
201
Atlas Private Wealth Advisors
New Jersey
$887K +$351K +4,007 +66%
WFA
202
Wellspring Financial Advisors
Ohio
$884K +$9.11K +104 +1%
RJT
203
Raymond James Trust
Florida
$882K – – –
LIM
204
Leavell Investment Management
Alabama
$878K -$504K -5,750 -36%
BWP
205
Bernardo Wealth Planning
Pennsylvania
$863K -$17.4K -199 -2%
Lazard Asset Management
206
Lazard Asset Management
New York
$862K – – –
IF
207
Ironwood Financial
Arizona
$859K +$859K +9,798 New
WWM
208
Western Wealth Management
Colorado
$856K -$161K -1,838 -16%
PA
209
Pinnacle Associates
New York
$852K -$24.1K -275 -3%
AOWM
210
Alpha Omega Wealth Management
Virginia
$850K +$66.3K +756 +8%
KOMWMG
211
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$848K -$45.6K -520 -5%
UCFA
212
United Capital Financial Advisors
Texas
$844K -$237K -2,703 -22%
IA
213
IFG Advisory
Georgia
$843K +$46.7K +533 +6%
MA
214
MUFG Americas
New York
$836K -$29.1K -332 -3%
BO
215
BRR OpCo
Ohio
$826K -$7.27K -83 -0.9%
APC
216
Aspire Private Capital
North Carolina
$817K -$35.9K -410 -4%
AF
217
Advisornet Financial
Minnesota
$795K -$8.77K -100 -1%
SFG
218
StrategIQ Financial Group
Indiana
$779K +$2.02K +23 +0.3%
SC
219
Scotia Capital
Ontario, Canada
$774K -$89.8K -1,024 -10%
KF
220
Krilogy Financial
Missouri
$759K +$964 +11 +0.1%
CFO
221
CVA Family Office
Colorado
$753K – – –
CFA
222
Cahill Financial Advisors
Minnesota
$747K +$402K +4,587 +116%
BHB
223
Bank Hapoalim BM
Israel
$743K -$91.6K -1,045 -11%
IP
224
Investment Partners
Ohio
$737K -$81.5K -929 -10%
BIA
225
Biondo Investment Advisors
Pennsylvania
$733K -$14K -160 -2%
7 8
9
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