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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 %
WP
351
Wealthspan Partners
Iowa
$403K +$403K +3,988 New
TDC
352
Thompson Davis & Co
Virginia
$397K +$397K +3,928 New
DJYG
353
David J. Yvars Group
Florida
$393K -$41.4K -410 -10%
MWM
354
Merriman Wealth Management
Washington
$381K – – –
MWM
355
Modera Wealth Management
New Jersey
$375K +$375K +3,714 New
HI
356
Harbour Investments
Wisconsin
$374K -$1.34M -13,255 -78%
CAM
357
Covenant Asset Management
New Jersey
$374K -$15.2K -150 -4%
WA
358
WBH Advisory
Maryland
$374K +$28.7K +284 +8%
ZIG
359
Zullo Investment Group
Pennsylvania
$374K +$374K +3,700 New
KPWS
360
Kestra Private Wealth Services
Texas
$368K +$17.7K +175 +5%
HAS
361
HBW Advisory Services
California
$367K -$92.8K -919 -20%
MW
362
Marcum Wealth
Ohio
$367K +$367K +3,635 New
FCM
363
Firestone Capital Management
Florida
$364K – – –
MIC
364
Means Investment Company
Maine
$362K +$3.63K +36 +1%
CCM
365
Coldstream Capital Management
Washington
$361K – – –
AIM
366
Anchor Investment Management
South Carolina
$360K +$17.3K +171 +5%
ACK
367
Andrew C. Karlinski
$360K +$360K +3,563 New
GI
368
Gradient Investments
Minnesota
$353K – – –
TW
369
TrinityPoint Wealth
Connecticut
$347K -$20.2K -200 -5%
WP
370
WealthSource Partners
California
$345K +$5.66K +56 +2%
PCM
371
Parsons Capital Management
Rhode Island
$343K +$6.56K +65 +2%
FWM
372
Frontier Wealth Management
Missouri
$339K +$1.21K +12 +0.4%
SWA
373
Sutton Wealth Advisors
Florida
$339K – – –
CWP
374
CFM Wealth Partners
Texas
$336K – – –
SAM
375
Smithbridge Asset Management
Pennsylvania
$332K – – –
13 14
15
16 17