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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
$48.4M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$15M
3
Franklin Resources
Franklin Resources
California
$29.1M
4
Goldman Sachs
Goldman Sachs
New York
$21.3M
5
WA
Wealthstar Advisors
Texas
$8.77M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$283M
2
Wells Fargo
Wells Fargo
California
$82.9M
3
AIM
Astor Investment Management
Illinois
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$31.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
451
International Assets Investment Management
Florida
$216K – – –
AIA
452
AIMZ Investment Advisors
California
$215K -$44.2K -438 -17%
CCMD
453
Cypress Capital Management (Delaware)
Delaware
$215K +$5.05K +50 +2%
RRA
454
Round Rock Advisors
Connecticut
$215K +$215K +2,128 New
EWM
455
EPG Wealth Management
Georgia
$214K +$1.72K +17 +0.8%
PIM
456
Provident Investment Management
Michigan
$212K +$212K +2,100 New
MWP
457
Madison Wealth Partners
Wisconsin
$211K +$211K +2,093 New
IFG
458
Investors Financial Group
Minnesota
$210K -$4.65K -46 -2%
UB
459
UMB Bank
Missouri
$210K +$210K +2,080 New
GG
460
GenWealth Group
New Jersey
$210K +$210K +2,087 New
OC
461
Oppenheimer & Co
New York
$208K -$57.2K -567 -22%
FNWM
462
Financial Network Wealth Management
Utah
$207K -$22.6K -224 -10%
JHCP
463
Jackson Hole Capital Partners
Oklahoma
$205K – – –
AIP
464
Ahrens Investment Partners
Louisiana
$202K -$65.6K -650 -25%
TRCT
465
Tower Research Capital (TRC)
New York
$201K +$201K +1,989 New
FB
466
Fulton Bank
Pennsylvania
$201K +$201K +1,990 New
SDWIA
467
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$201K +$201K +1,991 New
CF
468
Centaurus Financial
California
$197K -$6.57K -65 -3%
PB
469
Pinnacle Bancorp
Nebraska
$194K -$12.7K -126 -6%
FFA
470
Founders Financial Alliance
North Carolina
$185K -$1.21K -12 -0.6%
PA
471
PSI Advisors
Florida
$185K – – –
HR
472
Hayden Royal
North Carolina
$181K +$181K +1,791 New
AIP
473
Ameritas Investment Partners
Nebraska
$179K – – –
WTA
474
Washington Trust Advisors
Massachusetts
$174K +$174K +1,725 New
SFPG
475
Stonebridge Financial Planning Group
Florida
$169K – – –
17 18
19
20 21