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iShares Core High Dividend ETF
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Overview Fund Activity

578 hedge funds and large institutions have $2.85B invested in iShares Core High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 194 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+60
Holders Change %
+11.58%
% of All Funds
8.93%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.32%
New
101
Increased
194
Reduced
175
Closed
34
Calls
$65.3M
Puts
$1.01M
Net Calls
+$64.3M
Net Calls Change
+$44.8M

Top Buyers

1
LIA
LBMC Investment Advisors
Tennessee
$48.4M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$15M
3
Franklin Resources
Franklin Resources
California
$29.1M
4
Goldman Sachs
Goldman Sachs
New York
$21.3M
5
WA
Wealthstar Advisors
Texas
$8.77M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$283M
2
Wells Fargo
Wells Fargo
California
$82.9M
3
AIM
Astor Investment Management
Illinois
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$31.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
251
Leavell Investment Management
Alabama
$805K -$184K -1,825 -19%
EA
252
Eudaimonia Advisors
Tennessee
$805K +$805K +7,975 New
SG
253
StoneX Group
New York
$798K -$62K -614 -7%
NFG
254
Next Financial Group
Texas
$796K -$228K -2,259 -22%
SFG
255
StrategIQ Financial Group
Indiana
$794K -$30.5K -302 -4%
WCFA
256
Walkner Condon Financial Advisors
Wisconsin
$788K +$235K +2,323 +42%
QCM
257
Quest Capital Management
Texas
$786K +$202 +2 +0%
RJT
258
Raymond James Trust
Florida
$760K – – –
VC
259
Vicus Capital
Pennsylvania
$760K +$143K +1,363 +23%
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$758K -$56K -554 -7%
PWP
261
Perfromance Wealth Partners
Illinois
$758K +$758K +7,506 New
MWM
262
Marion Wealth Management
Pennsylvania
$757K +$757K +7,492 New
NP
263
NorthRock Partners
Minnesota
$751K -$27.5K -272 -4%
SC
264
Savant Capital
Illinois
$750K -$18K -178 -2%
ZB
265
Zions Bancorporation
Utah
$748K +$504K +4,995 +206%
TC
266
Tacita Capital
Ontario, Canada
$739K +$46.5K +460 +7%
CWM
267
Calamos Wealth Management
Illinois
$725K +$186K +1,847 +35%
ADL
268
Asset Dedication LLC
California
$717K +$101 +1 +0%
VAS
269
Vestmark Advisory Solutions
Massachusetts
$716K +$63.9K +633 +10%
SWA
270
Sax Wealth Advisors
New Jersey
$711K – – –
ATC
271
Argent Trust Co
Tennessee
$710K -$11K -109 -2%
APC
272
Aspire Private Capital
North Carolina
$704K -$164K -1,628 -19%
Northern Trust
273
Northern Trust
Illinois
$702K -$51K -505 -7%
IP
274
Investment Partners
Ohio
$695K +$606 +6 +0.1%
KOMWMG
275
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$684K +$684K +6,771 New
9 10
11
12 13