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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 %
CL
401
CPWM LLC
Washington
$287K – – –
SWA
402
SFMG Wealth Advisors
Texas
$287K +$287K +2,841 New
JGIA
403
Jackson Grant Investment Advisers
Connecticut
$285K -$12.4K -123 -4%
HZ
404
Hixon Zuercher
Ohio
$280K – – –
SCA
405
Snowden Capital Advisors
New York
$280K +$5.03K +50 +2%
FNBOO
406
First National Bank of Omaha
Nebraska
$278K +$278K +2,750 New
US Bancorp
407
US Bancorp
Minnesota
$277K +$107K +1,060 +63%
BFA
408
Beacon Financial Advisory
Ohio
$276K – – –
AA
409
Advisory Alpha
Michigan
$275K +$908 +9 +0.3%
Lido Advisors
410
Lido Advisors
California
$274K -$98.4K -976 -26%
FIM
411
Fernwood Investment Management
Massachusetts
$273K – – –
SWA
412
Stratos Wealth Advisors
Ohio
$271K +$16.7K +165 +7%
PPP
413
Private Portfolio Partners
New Jersey
$269K -$5.45K -54 -2%
FFA
414
Freedman Financial Associates
Massachusetts
$268K – – –
WSTAM
415
Wilbanks Smith & Thomas Asset Management
Virginia
$268K +$202 +2 +0.1%
TPWM
416
Twelve Points Wealth Management
Massachusetts
$265K +$265K +2,625 New
ARC
417
Advisor Resource Council
Texas
$260K -$1.11K -11 -0.4%
WP
418
WealthPLAN Partners
Nebraska
$259K +$259K +2,506 New
EHPM
419
Emery Howard Portfolio Management
California
$257K +$17.7K +175 +7%
FSA
420
Fort Sheridan Advisors
Illinois
$254K +$254K +2,513 New
CAM
421
Carret Asset Management
New York
$253K +$505 +5 +0.2%
MWM
422
Minot Wealth Management
Massachusetts
$253K +$35.3K +350 +16%
PWM
423
PBMares Wealth Management
Virginia
$250K +$250K +2,475 New
WP
424
WealthShield Partners
North Carolina
$248K – – –
AM
425
Atwater Malick
Pennsylvania
$246K +$246K +2,433 New
15 16
17
18 19