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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 %
MPW
426
Monterey Private Wealth
California
$312K – – –
PP
427
PDS Planning
Ohio
$311K +$1.39K +13 +0.4%
SBIA
428
Sheaff Brock Investment Advisors
Indiana
$308K +$308K +2,881 New
WA
429
Wealthstar Advisors
Texas
$307K -$8.97M -83,917 -97%
FBB
430
Fulton Breakefield Broenniman
Maryland
$307K – – –
CWM
431
Centric Wealth Management
Illinois
$306K – – –
T
432
TNF
Montana
$305K – – –
JGIA
433
Jackson Grant Investment Advisers
Connecticut
$304K +$1.92K +18 +0.6%
US Bancorp
434
US Bancorp
Minnesota
$304K +$10.9K +102 +4%
SWA
435
Stratos Wealth Advisors
Ohio
$303K +$16.4K +153 +6%
HAS
436
HBW Advisory Services
California
$301K -$87.4K -818 -22%
HZ
437
Hixon Zuercher
Ohio
$301K +$4.71K +44 +2%
FIM
438
Fernwood Investment Management
Massachusetts
$299K +$10.7K +100 +4%
BFA
439
Beacon Financial Advisory
Ohio
$292K – – –
CA
440
CoreCap Advisors
Michigan
$290K +$261K +2,437 +893%
PWMAG
441
Pinnacle Wealth Management Advisory Group
New Jersey
$289K -$37.4K -350 -11%
FFA
442
Freedman Financial Associates
Massachusetts
$285K – – –
PPP
443
Private Portfolio Partners
New Jersey
$281K -$2.89K -27 -1%
ARC
444
Advisor Resource Council
Texas
$280K +$4.28K +40 +2%
CIA
445
Compass Ion Advisors
Pennsylvania
$271K +$271K +2,536 New
WSTAM
446
Wilbanks Smith & Thomas Asset Management
Virginia
$267K -$10.1K -97 -4%
TPWM
447
Twelve Points Wealth Management
Massachusetts
$266K -$14.4K -135 -5%
PWM
448
PBMares Wealth Management
Virginia
$265K – – –
FCFC
449
First Citizens Financial Corp
Iowa
$260K -$79.9K -748 -24%
SSWM
450
Smith Salley Wealth Management
North Carolina
$260K +$11.7K +109 +5%
16 17
18
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