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iShares Core High Dividend ETF
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Overview Fund Activity

514 hedge funds and large institutions have $2.46B invested in iShares Core High Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 173 increasing their positions, 195 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+11
Holders Change %
+2.19%
% of All Funds
9.05%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
41
Increased
173
Reduced
195
Closed
25
Calls
$22.7M
Puts
–
Net Calls
+$22.7M
Net Calls Change
+$8.1M

Top Buyers

1
FP
Financial Perspectives
Minnesota
$31.9M
2
AWM
AE Wealth Management
Kansas
$51.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.7M
4
BlackRock
BlackRock
New York
$51M
5
Morgan Stanley
Morgan Stanley
New York
$208M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.4M
2
Bank of America
Bank of America
North Carolina
$226M
3
WFM
Wolff Financial Management
Michigan
$3.86M
4
SS
Simplicity Solutions
Minnesota
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
201
M Holdings Securities
Oregon
$982K -$18.1K -191 -2%
KFP
202
KMG Fiduciary Partners
Ohio
$981K -$18.3K -193 -2%
ETC
203
Exchange Traded Concepts
Oklahoma
$975K -$64.9K -684 -6%
PA
204
Pinnacle Associates
New York
$970K +$47.4K +500 +5%
IA
205
IFG Advisory
Georgia
$966K +$53K +559 +6%
RJT
206
Raymond James Trust
Florida
$954K – – –
Lazard Asset Management
207
Lazard Asset Management
New York
$933K – – –
LIM
208
Leavell Investment Management
Alabama
$929K -$20.7K -218 -2%
WWM
209
Western Wealth Management
Colorado
$923K -$3.89K -41 -0.4%
AF
210
Advisornet Financial
Minnesota
$922K +$61.5K +648 +7%
BWM
211
BCS Wealth Management
Tennessee
$903K -$58.2K -613 -6%
APC
212
Aspire Private Capital
North Carolina
$898K +$13.8K +145 +2%
AOWM
213
Alpha Omega Wealth Management
Virginia
$896K -$23.7K -250 -3%
BO
214
BRR OpCo
Ohio
$895K – – –
MFW
215
Mosaic Family Wealth
Missouri
$861K -$104K -1,099 -11%
VFA
216
Valeo Financial Advisors
Indiana
$856K +$101K +1,066 +13%
FAM
217
Formidable Asset Management
Ohio
$849K -$2.26M -23,689 -73%
BIA
218
Biondo Investment Advisors
Pennsylvania
$837K +$43.9K +463 +6%
FTS
219
Fifth Third Securities
Ohio
$831K -$162K -1,705 -16%
IP
220
Investment Partners
Ohio
$807K +$9.49K +100 +1%
SC
221
Scotia Capital
Ontario, Canada
$802K -$35.7K -376 -4%
SFG
222
StrategIQ Financial Group
Indiana
$789K -$55.1K -580 -7%
NFG
223
Next Financial Group
Texas
$789K +$161K +1,694 +26%
CFO
224
CVA Family Office
Colorado
$787K -$28.5K -300 -3%
TNA
225
True North Advisors
Texas
$787K +$787K +8,300 New
7 8
9
10 11