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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 %
MHS
201
M Holdings Securities
Oregon
$1.01M +$6.18K +64 +0.6%
KF
202
Krilogy Financial
Missouri
$992K -$28K -290 -3%
WFA
203
Wellspring Financial Advisors
Ohio
$992K +$440K +4,555 +80%
CBFP
204
Cedar Brook Financial Partners
Ohio
$985K -$31.4K -325 -3%
CS
205
Comerica Securities
Michigan
$976K -$97.9K -1,014 -9%
CRC
206
Curi RMB Capital
Illinois
$961K +$961K +9,953 New
Lazard Asset Management
207
Lazard Asset Management
New York
$949K – – –
FAM
208
Formidable Asset Management
Ohio
$948K +$88.2K +914 +10%
TCMP
209
Thrive Capital Management (Pennsylvania)
Pennsylvania
$939K +$356K +3,684 +61%
WWM
210
Western Wealth Management
Colorado
$938K -$1.74K -18 -0.2%
AF
211
Advisornet Financial
Minnesota
$938K +$289 +3 +0%
LIM
212
Leavell Investment Management
Alabama
$929K – – –
MFW
213
Mosaic Family Wealth
Missouri
$922K +$45.3K +469 +5%
BWM
214
BCS Wealth Management
Tennessee
$916K -$2.99K -31 -0.3%
BO
215
BRR OpCo
Ohio
$910K – – –
Renaissance Technologies
216
Renaissance Technologies
New York
$907K +$907K +9,400 New
SAMC
217
Spectrum Asset Management (California)
California
$893K -$304K -3,148 -25%
FTS
218
Fifth Third Securities
Ohio
$889K +$43.9K +455 +5%
WPC
219
White Pine Capital
Minnesota
$873K +$223K +2,290 +34%
VFA
220
Valeo Financial Advisors
Indiana
$862K -$9.27K -96 -1%
BHB
221
Bank Hapoalim BM
Israel
$848K +$83.5K +865 +11%
NFG
222
Next Financial Group
Texas
$844K +$41.5K +430 +5%
APC
223
Aspire Private Capital
North Carolina
$840K -$73.2K -759 -8%
CPIG
224
Chicago Partners Investment Group
Illinois
$827K +$162K +1,664 +24%
RJT
225
Raymond James Trust
Florida
$826K -$145K -1,500 -15%
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