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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 %
Citadel Advisors
326
Citadel Advisors
Florida
$472K +$247K +2,449 +110%
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$471K +$10.1K +100 +2%
CWS
328
Cypress Wealth Services
California
$471K +$606 +6 +0.1%
NGA
329
Naples Global Advisors
Florida
$469K -$12.6K -125 -3%
FA
330
Flagstar Advisors
New York
$465K -$320K -3,170 -41%
RBFC
331
Roman Butler Fullerton & Co
Missouri
$465K +$706 +7 +0.2%
SAS
332
Sanford Advisory Services
Michigan
$462K +$1.42K +14 +0.3%
NCP
333
NexWave Capital Partners
New York
$454K – – –
CWM
334
Cornerstone Wealth Management
Missouri
$450K -$15.4K -152 -3%
PSF
335
Pacific Sun Financial
California
$448K -$7.07K -70 -2%
MCM
336
MAI Capital Management
Ohio
$447K +$32.2K +319 +8%
PFA
337
Pettinga Financial Advisors
Indiana
$444K +$179K +1,775 +68%
BCM
338
Brookstone Capital Management
Illinois
$441K +$19.2K +187 +5%
AAS
339
Ameritas Advisory Services
Nebraska
$441K +$441K +4,371 New
TP
340
Tranquility Partners
Tennessee
$437K – – –
PG
341
Patten Group
Tennessee
$431K +$57K +565 +15%
KWA
342
Kellett Wealth Advisors
Ohio
$430K +$430K +4,261 New
KWM
343
Kingsview Wealth Management
Oregon
$427K -$10.1K -100 -2%
HWA
344
HCR Wealth Advisors
California
$413K +$505 +5 +0.1%
BF
345
BOK Financial
Oklahoma
$412K -$329K -3,262 -44%
SWM
346
Spire Wealth Management
Virginia
$409K +$91.7K +907 +29%
SIA
347
Soltis Investment Advisors
Utah
$408K -$27.7K -274 -6%
EWM
348
Empirical Wealth Management
Washington
$405K – – –
MM
349
Meridian Management
Arkansas
$404K – – –
TC
350
Trust Company
Kansas
$403K – – –
12 13
14
15 16