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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 %
TC
376
Trust Company
Kansas
$427K – – –
DAS
377
Dynamic Advisor Solutions
Arizona
$418K +$182K +1,706 +77%
DJYG
378
David J. Yvars Group
Florida
$416K +$320 +3 +0.1%
CWG
379
Crown Wealth Group
North Carolina
$415K +$415K +3,880 New
SIA
380
Soltis Investment Advisors
Utah
$414K -$18K -168 -4%
CSIA
381
Carl Stuart Investment Advisor
Texas
$412K +$412K +385 New
BRWM
382
B. Riley Wealth Management
Tennessee
$407K +$90.6K +848 +29%
TDC
383
Thompson Davis & Co
Virginia
$403K -$17.1K -160 -4%
MWM
384
Merriman Wealth Management
Washington
$403K – – –
TW
385
TrinityPoint Wealth
Connecticut
$400K +$32.4K +303 +9%
WP
386
WealthShield Partners
North Carolina
$399K +$136K +1,276 +52%
WP
387
Wealthspan Partners
Iowa
$397K -$28.9K -271 -7%
MWM
388
Modera Wealth Management
New Jersey
$397K – – –
ZIG
389
Zullo Investment Group
Pennsylvania
$395K – – –
MW
390
Marcum Wealth
Ohio
$390K +$963 +9 +0.2%
RFA
391
Resurgent Financial Advisors
Georgia
$387K +$387K +3,623 New
MIC
392
Means Investment Company
Maine
$386K +$2.57K +24 +0.7%
FCM
393
Firestone Capital Management
Florida
$385K – – –
WA
394
WBH Advisory
Maryland
$383K -$12.7K -119 -3%
CCM
395
Coldstream Capital Management
Washington
$382K – – –
ACK
396
Andrew C. Karlinski
$381K – – –
GI
397
Gradient Investments
Minnesota
$374K – – –
CAM
398
Covenant Asset Management
New Jersey
$372K -$23.5K -220 -6%
KPWS
399
Kestra Private Wealth Services
Texas
$369K -$20.2K -189 -5%
WP
400
WealthSource Partners
California
$365K – – –
14 15
16
17 18