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iShares Core High Dividend ETF
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Overview Fund Activity

608 hedge funds and large institutions have $3.61B invested in iShares Core High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 253 increasing their positions, 155 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+30
Holders Change %
+5.19%
% of All Funds
9.62%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
74
Increased
253
Reduced
155
Closed
35
Calls
$80.1M
Puts
$354K
Net Calls
+$79.7M
Net Calls Change
+$15.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$86M
2
AWM
AE Wealth Management
Kansas
+$72.2M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$57.1M
4
MYLI
Meiji Yasuda Life Insurance
Japan
+$50.8M
5
SCA
Stuart Chaussee & Associates
California
+$26M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$22.1M
2
Goldman Sachs
Goldman Sachs
New York
-$11.1M
3
WA
Wealthstar Advisors
Texas
-$8.97M
4
KFP
Keystone Financial Planning
Ohio
-$6.88M
5
SAM
Securian Asset Management
Minnesota
-$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
301
Philadelphia Trust Company
Pennsylvania
$686K – – –
JCM
302
Jacobi Capital Management
Pennsylvania
$680K +$71K +665 +12%
PCG
303
Private Capital Group
Connecticut
$677K – – –
CA
304
Continuum Advisory
Idaho
$670K +$670K +6,459 New
FCA
305
FinTrust Capital Advisors
South Carolina
$668K +$10.7K +100 +2%
IWA
306
Inspirion Wealth Advisors
Illinois
$667K +$962 +9 +0.1%
SFP
307
Shepherd Financial Partners
Massachusetts
$663K +$663K +6,200 New
OIA
308
OneDigital Investment Advisors
Kansas
$658K -$11.3K -106 -2%
BHB
309
Bank Hapoalim BM
Israel
$655K -$239K -2,238 -27%
GRP
310
Global Retirement Partners
California
$653K +$653K +6,092 New
Brown Advisory
311
Brown Advisory
Maryland
$652K -$35.2K -329 -5%
CFGS
312
Concourse Financial Group Securities
Alabama
$649K +$53.6K +502 +9%
KTC
313
Kistler-Tiffany Companies
Pennsylvania
$646K +$1.28K +12 +0.2%
FAM
314
Formidable Asset Management
Ohio
$641K -$15.3K -143 -2%
OBWG
315
Onyx Bridge Wealth Group
New York
$628K -$15.5K -147 -2%
BDF
316
Black Diamond Financial
Maryland
$627K – – –
AWAG
317
ARS Wealth Advisors Group
Florida
$626K +$1.93K +18 +0.3%
CCA
318
Cobblestone Capital Advisors
New York
$618K – – –
PWP
319
Pursue Wealth Partners
California
$616K – – –
AWM
320
Altium Wealth Management
New York
$610K -$7.7K -72 -1%
SWM
321
Sugarloaf Wealth Management
Georgia
$603K -$118K -1,101 -16%
AA
322
Advisory Alpha
Michigan
$600K +$309K +2,888 +106%
IAN
323
Integrated Advisors Network
Texas
$597K -$63.1K -590 -10%
CAWM
324
Capital Advisors Wealth Management
Washington
$595K +$14.7K +138 +3%
PFS
325
Prospera Financial Services
Texas
$594K +$2.46K +23 +0.4%
11 12
13
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