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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 %
Bank of America
1
Bank of America
North Carolina
$219M +$2.02M +23,094 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$180M -$4.88M -55,710 -3%
UBS Group
3
UBS Group
Switzerland
$106M +$963K +10,984 +0.9%
SAM
4
Securian Asset Management
Minnesota
$105M -$1.77M -20,200 -2%
LPL Financial
5
LPL Financial
California
$82M -$6.27M -71,547 -7%
Wells Fargo
6
Wells Fargo
California
$68.1M -$10.1M -114,723 -13%
M&T Bank
7
M&T Bank
New York
$63.4M +$1.61M +18,357 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$56.9M +$3.02M +34,482 +6%
Ameriprise
9
Ameriprise
Minnesota
$50.3M +$3.57M +40,654 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$40.4M -$1.3M -14,808 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$39.1M -$1.98M -22,587 -5%
LIA
12
LBMC Investment Advisors
Tennessee
$37.1M +$70.8K +807 +0.2%
BlackRock
13
BlackRock
New York
$35.2M -$781K -8,906 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$31.9M +$6.58M +75,092 +26%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$30.4M +$1.32M +15,043 +5%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$30.4M +$19M +216,750 +167%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$29.1M +$1.6M +18,304 +6%
Creative Planning
18
Creative Planning
Kansas
$28.9M -$646K -7,371 -2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$28.4M +$465K +5,303 +2%
FMLI
20
Fukoku Mutual Life Insurance
Japan
$27.7M – – –
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$25.8M -$1.82M -20,704 -7%
SB
22
Simmons Bank
Arkansas
$23M -$836K -9,535 -4%
SPIA
23
Steward Partners Investment Advisory
New York
$19.2M -$534K -6,092 -3%
AWM
24
AE Wealth Management
Kansas
$18.2M +$10.6M +120,699 +138%
HCP
25
Holt Capital Partners
Texas
$17.4M -$379K -4,325 -2%
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