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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 %
CA
476
Clearstead Advisors
Ohio
$165K +$1.72K +17 +1%
FRA
477
Front Row Advisors
California
$158K – – –
MWM
478
Mascoma Wealth Management
New Hampshire
$157K – – –
BIP
479
Blueprint Investment Partners
North Carolina
$157K -$10.3K -102 -6%
EW
480
Evoke Wealth
California
$151K – – –
CNBTD
481
Citizens National Bank Trust Department
Mississippi
$141K -$78.1K -775 -36%
BAM
482
Belpointe Asset Management
Nevada
$128K -$33.6K -331 -21%
RCM
483
Rain Capital Management
Oregon
$128K +$1.92K +19 +2%
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$121K +$1.31K +13 +1%
MCM
485
Manchester Capital Management
Vermont
$118K – – –
LFG
486
Larson Financial Group
Missouri
$117K -$22.9K -226 -16%
Koshinski Asset Management
487
Koshinski Asset Management
Illinois
$113K +$202 +2 +0.2%
GWSG
488
GPS Wealth Strategies Group
Colorado
$113K +$405 +4 +0.4%
CIAS
489
Capital Investment Advisory Services
North Carolina
$107K -$15.6K -154 -13%
LAS
490
Lloyd Advisory Services
Georgia
$105K -$90.8K -898 -46%
TWM
491
Tradition Wealth Management
Minnesota
$104K +$909 +9 +0.9%
CB
492
Community Bank
New York
$102K – – –
AWM
493
Accel Wealth Management
Iowa
$96K -$24.8K -246 -21%
MHR
494
Matthew Hamilton Rosenberg
$96K – – –
PP
495
PrairieView Partners
Minnesota
$93K – – –
GWM
496
Grand Wealth Management
Michigan
$93K +$93K +918 New
LWP
497
Lumature Wealth Partners
Georgia
$92K +$24.2K +240 +36%
CFN
498
Cordasco Financial Network
Florida
$89K – – –
KPCM
499
Kings Point Capital Management
New York
$85K – – –
CA
500
Cornerstone Advisory
Maryland
$85K +$85K +842 New
18 19
20
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