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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 %
RBFC
351
Roman Butler Fullerton & Co
Missouri
$493K +$534 +5 +0.1%
BCM
352
Brookstone Capital Management
Illinois
$492K +$27.3K +252 +6%
AAS
353
Ameritas Advisory Services
Nebraska
$490K +$23K +215 +5%
NGA
354
Naples Global Advisors
Florida
$478K -$18.7K -175 -4%
PSF
355
Pacific Sun Financial
California
$474K – – –
EWM
356
Empirical Wealth Management
Washington
$471K +$42.6K +398 +10%
AG
357
Ascent Group
Virginia
$465K -$111K -1,042 -19%
MCA
358
Magnolia Capital Advisors
Mississippi
$463K -$99K -926 -18%
TP
359
Tranquility Partners
Tennessee
$463K – – –
GA
360
Greytown Advisors
Florida
$458K +$458K +4,286 New
MA
361
MCF Advisors
Kentucky
$454K +$454K +4,248 New
KWM
362
Kingsview Wealth Management
Oregon
$453K +$1.18K +11 +0.3%
FA
363
Flagstar Advisors
New York
$452K -$39.3K -368 -8%
CWM
364
Cornerstone Wealth Management
Missouri
$445K -$30.3K -283 -6%
KWA
365
Kellett Wealth Advisors
Ohio
$445K -$10.7K -100 -2%
LA
366
Latitude Advisors
Florida
$443K +$120K +1,124 +37%
SWA
367
SFMG Wealth Advisors
Texas
$442K +$139K +1,297 +46%
MCM
368
MAI Capital Management
Ohio
$441K -$32.1K -301 -7%
HWA
369
HCR Wealth Advisors
California
$437K – – –
YIH
370
Y-Intercept (HK)
Hong Kong
$433K -$203K -1,902 -32%
SWM
371
Spire Wealth Management
Virginia
$432K -$856 -8 -0.2%
BF
372
BOK Financial
Oklahoma
$430K -$6.63K -62 -2%
AIM
373
Anchor Investment Management
South Carolina
$430K +$48.4K +453 +13%
MM
374
Meridian Management
Arkansas
$428K – – –
IGWM
375
ICA Group Wealth Management
Colorado
$428K +$428K +3,951 New
13 14
15
16 17