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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
+$45.8M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$12.1M
3
Franklin Resources
Franklin Resources
California
+$11.7M
4
Goldman Sachs
Goldman Sachs
New York
+$8.74M
5
WA
Wealthstar Advisors
Texas
+$8.32M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$310M
2
Wells Fargo
Wells Fargo
California
-$26.4M
3
AIM
Astor Investment Management
Illinois
-$18.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$14.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAG
301
ARS Wealth Advisors Group
Florida
$589K -$2.52K -25 -0.4%
AWM
302
Altium Wealth Management
New York
$584K -$2.33K -23 -0.4%
CCA
303
Cobblestone Capital Advisors
New York
$584K – – –
JCM
304
Jacobi Capital Management
Pennsylvania
$576K +$395K +3,904 +217%
PWP
305
Pursue Wealth Partners
California
$572K +$572K +5,666 New
CFGS
306
Concourse Financial Group Securities
Alabama
$563K +$14.6K +145 +3%
PFS
307
Prospera Financial Services
Texas
$558K +$17.1K +169 +3%
GWM
308
Gray Wealth Management
Maine
$556K +$30.8K +305 +6%
HFG
309
Heron Financial Group
New York
$554K -$10.6K -102 -2%
SIC
310
Sigma Investment Counselors
Michigan
$553K -$8.58K -85 -2%
MA
311
MUFG Americas
New York
$552K -$20.2K -200 -4%
CAWM
312
Capital Advisors Wealth Management
Washington
$549K -$606 -6 -0.1%
AG
313
Ascent Group
Virginia
$545K +$545K +5,395 New
MCA
314
Magnolia Capital Advisors
Mississippi
$531K -$8.99K -89 -2%
CCM
315
Crabel Capital Management
California
$522K +$522K +5,166 New
First Manhattan
316
First Manhattan
New York
$516K +$58.2K +577 +13%
CPSAC
317
Chas P. Smith & Associates (CPS)
Florida
$515K -$35.8K -355 -7%
F
318
F3Logic
Minnesota
$509K +$26.1K +259 +5%
MCCP
319
Mission Creek Capital Partners
California
$508K +$1.82K +18 +0.4%
TA
320
TrueWealth Advisors
Alabama
$507K -$28.8K -285 -5%
FI
321
Financial Insights
Washington
$502K – – –
JWA
322
JFS Wealth Advisors
Pennsylvania
$496K – – –
SFA
323
Sequoia Financial Advisors
Ohio
$495K +$495K +4,897 New
JC
324
JB Capital
Connecticut
$483K -$329K -3,262 -41%
RIA
325
Richwood Investment Advisors
Ohio
$481K +$481K +4,759 New
11 12
13
14 15