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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.

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
1
Bank of America
North Carolina
$560M
2
LPL Financial
2
LPL Financial
California
$120M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$50.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$224M
5
AAP
5
Arax Advisory Partners
Colorado
$10.7M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$3.53M
2
AWM
2
AE Wealth Management
Kansas
$6.41M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.37M
4
M&T Bank
4
M&T Bank
New York
$50.7M
5
AA
5
Ancora Advisors
Ohio
$2.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$560M 5,801,446 +3,416,740 +143%
Morgan Stanley
2
Morgan Stanley
New York
$224M 2,319,025 +127,442 +6%
UBS Group
3
UBS Group
Switzerland
$134M 1,389,794 +89,559 +7%
LPL Financial
4
LPL Financial
California
$120M 1,243,747 +285,797 +30%
SAM
5
Securian Asset Management
Minnesota
$104M 1,079,134 -31,450 -3%
Wells Fargo
6
Wells Fargo
California
$77.9M 806,774 +10,563 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$68.3M 707,823 +25,563 +4%
BlackRock
8
BlackRock
New York
$62.5M 647,751 +110,138 +20%
M&T Bank
9
M&T Bank
New York
$50.7M 525,211 -212,156 -29%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$50.7M 524,790 +159,572 +44%
Ameriprise
11
Ameriprise
Minnesota
$45.4M 469,593 -43,467 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$44.8M 463,613 +9,871 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$44.6M 462,364 -35,873 -7%
LIA
14
LBMC Investment Advisors
Tennessee
$43.6M 451,622 +19,934 +5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$36.5M 378,510 +22,513 +6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$35.6M 369,086 +11,220 +3%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$35.6M 368,951 +39,340 +12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$34.5M 356,892 +18,812 +6%
FMLI
19
Fukoku Mutual Life Insurance
Japan
$30.5M 316,000 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$26.9M 278,483 +8,485 +3%
Creative Planning
21
Creative Planning
Kansas
$26.3M 272,648 -50,007 -15%
SB
22
Simmons Bank
Arkansas
$25M 259,220 +220 +0.1%
SPIA
23
Steward Partners Investment Advisory
New York
$20.7M 214,801 +1,072 +0.5%
HCP
24
Holt Capital Partners
Texas
$17.8M 184,056 -12,605 -6%
RJA
25
Raymond James & Associates
Florida
$17.7M 183,655 +16,992 +10%
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