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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 %
FWM
401
Frontier Wealth Management
Missouri
$363K +$216 +2 +0.1%
HSA
402
HBK Sorce Advisory
Pennsylvania
$358K +$108K +1,014 +43%
BPA
403
Beacon Pointe Advisors
California
$357K +$357K +3,339 New
LFA
404
Legacy Financial Advisors
Kentucky
$357K +$357K +3,342 New
MWM
405
Maripau Wealth Management
Indiana
$353K +$353K +3,287 New
SAM
406
Smithbridge Asset Management
Pennsylvania
$351K – – –
CPA
407
Cardiff Park Advisors
California
$345K – – –
SMC
408
Smith, Moore & Co
Missouri
$345K +$428 +4 +0.1%
CIA
409
Capital Investment Advisors
Georgia
$345K +$534 +5 +0.2%
LSPW
410
Lake Street Private Wealth
Illinois
$343K – – –
RF
411
Resolute Financial
Massachusetts
$343K +$963 +9 +0.3%
MCC
412
Money Concepts Capital
Florida
$342K +$303K +2,835 +772%
SCA
413
Snowden Capital Advisors
New York
$339K +$42.4K +398 +14%
DWM
414
Destination Wealth Management
California
$328K +$11.8K +110 +4%
SWA
415
Sutton Wealth Advisors
Florida
$327K -$31.1K -291 -9%
PFA
416
Pettinga Financial Advisors
Indiana
$326K -$144K -1,350 -31%
AM
417
Atwater Malick
Pennsylvania
$324K +$63.8K +597 +25%
SCM
418
SOL Capital Management
Maryland
$321K – – –
FCT
419
Family Capital Trust
Massachusetts
$321K – – –
WT
420
Whittier Trust
California
$320K +$74.7K +700 +30%
LWA
421
Lowe Wealth Advisors
Maryland
$318K -$3.95K -37 -1%
VWA
422
Visionary Wealth Advisors
Illinois
$318K +$5.23K +49 +2%
SXL
423
Summit X LLC
Missouri
$317K -$24K -224 -7%
Nomura Asset Management
424
Nomura Asset Management
Japan
$315K +$315K +2,948 New
Citadel Advisors
425
Citadel Advisors
Florida
$312K -$188K -1,754 -38%
15 16
17
18 19