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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.

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$226M
2
WFM
2
Wolff Financial Management
Michigan
$3.86M
3
SS
3
Simplicity Solutions
Minnesota
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$25.6M
5
SAM
5
Securian Asset Management
Minnesota
$105M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$226M 2,384,706 -117,594 -5%
Morgan Stanley
2
Morgan Stanley
New York
$208M 2,191,583 +133,748 +6%
UBS Group
3
UBS Group
Switzerland
$123M 1,300,235 +91,348 +8%
SAM
4
Securian Asset Management
Minnesota
$105M 1,110,584 -91,780 -8%
LPL Financial
5
LPL Financial
California
$90.9M 957,950 +22,803 +2%
Wells Fargo
6
Wells Fargo
California
$75.6M 796,211 +19,000 +2%
M&T Bank
7
M&T Bank
New York
$70M 737,367 +13,686 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$64.7M 682,260 +33,745 +5%
AWM
9
AE Wealth Management
Kansas
$51.4M 541,421 +333,411 +160%
BlackRock
10
BlackRock
New York
$51M 537,613 +135,848 +34%
Ameriprise
11
Ameriprise
Minnesota
$48.6M 513,060 -58,996 -10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$47.3M 498,237 +51,901 +12%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$43.1M 453,742 -7,350 -2%
LIA
14
LBMC Investment Advisors
Tennessee
$41M 431,688 +8,214 +2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$39.8M 419,387 +87,830 +26%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$34.7M 365,218 +169,084 +86%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$34M 357,866 +11,015 +3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$33.8M 355,997 +32,316 +10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$32.1M 338,080 +43,957 +15%
FP
20
Financial Perspectives
Minnesota
$31.9M 3,028,028 +3,008,118 +15,109%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$31.3M 329,611 -17,034 -5%
Creative Planning
22
Creative Planning
Kansas
$30.6M 322,655 -6,698 -2%
FMLI
23
Fukoku Mutual Life Insurance
Japan
$30M 316,000 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$25.6M 269,998 -93,981 -26%
SB
25
Simmons Bank
Arkansas
$24.6M 259,000 -3,717 -1%
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