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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 %
ZB
451
Zions Bancorporation
Utah
$259K -$534K -4,995 -67%
CS
452
Credit Suisse
Switzerland
$259K +$259K +2,423 New
B
453
Bensler
Washington
$258K +$258K +2,409 New
CAM
454
Carret Asset Management
New York
$257K -$10.7K -100 -4%
NRW
455
Nova R Wealth
Kansas
$257K – – –
OWA
456
Octavia Wealth Advisors
Ohio
$256K +$12.8K +120 +5%
NHC
457
Nicholas Hoffman & Company
Georgia
$255K +$963 +9 +0.4%
RTS
458
Round Table Services
New Jersey
$253K – – –
SIAM
459
Sterling Investment Advisors (Missouri)
Missouri
$253K – – –
PGFC
460
Peapack-Gladstone Financial Corp
New Jersey
$253K +$253K +2,365 New
WCM
461
WealthBridge Capital Management
Ohio
$250K +$535 +5 +0.2%
PA
462
PSI Advisors
Florida
$249K +$52.8K +493 +27%
TVAMP
463
Tennessee Valley Asset Management Partners
Tennessee
$248K +$107 +1 +0%
RMCM
464
Reynders McVeigh Capital Management
Massachusetts
$246K – – –
CA
465
CGN Advisors
Kansas
$244K -$6.4K -60 -3%
AL
466
Aspiriant LLC
California
$244K +$961 +9 +0.4%
AWE
467
Avidian Wealth Enterprises
Texas
$241K +$107 +1 +0%
UCMOK
468
United Capital Management of KS
Kansas
$241K +$7.38K +69 +3%
WCA
469
Waypoint Capital Advisors
Minnesota
$239K – – –
CHA
470
Carmichael Hill & Associates
Maryland
$238K +$321 +3 +0.1%
FCI
471
Financial Counselors Inc
Kansas
$237K – – –
MWM
472
Minot Wealth Management
Massachusetts
$235K -$33.2K -310 -12%
JF
473
JSF Financial
California
$235K +$235K +2,195 New
MWP
474
Madison Wealth Partners
Wisconsin
$234K +$10.6K +99 +5%
VBFP
475
Valtinson Bruner Financial Planning
Minnesota
$231K +$231K +2,129 New
17 18
19
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