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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 %
IA
501
Insight Advisors
Pennsylvania
$200K -$39K -365 -16%
FFA
502
Founders Financial Alliance
North Carolina
$186K -$10.1K -95 -5%
WTA
503
Washington Trust Advisors
Massachusetts
$184K – – –
CA
504
Clearstead Advisors
Ohio
$176K +$1.28K +12 +0.7%
FRA
505
Front Row Advisors
California
$167K – – –
PB
506
Pinnacle Bancorp
Nebraska
$166K -$39.3K -368 -19%
MWM
507
Mascoma Wealth Management
New Hampshire
$166K – – –
AIP
508
Ameritas Investment Partners
Nebraska
$157K -$31.9K -300 -17%
GCS
509
Gordian Capital (Singapore)
Singapore
$155K +$155K +1,500 New
BAM
510
Belpointe Asset Management
Nevada
$147K +$12.4K +116 +9%
EWA
511
EP Wealth Advisors
California
$146K -$195K -1,823 -57%
CNBTD
512
Citizens National Bank Trust Department
Mississippi
$145K – – –
RCM
513
Rain Capital Management
Oregon
$136K +$853 +8 +0.6%
PAG
514
Paladin Advisory Group
Iowa
$130K +$130K +1,213 New
MCM
515
Manchester Capital Management
Vermont
$125K – – –
LFG
516
Larson Financial Group
Missouri
$124K +$322 +3 +0.3%
Koshinski Asset Management
517
Koshinski Asset Management
Illinois
$120K +$107 +1 +0.1%
GWSG
518
GPS Wealth Strategies Group
Colorado
$120K +$642 +6 +0.5%
AWM
519
Accel Wealth Management
Iowa
$114K +$11.8K +110 +12%
CIAS
520
Capital Investment Advisory Services
North Carolina
$111K -$2.03K -19 -2%
TWM
521
Tradition Wealth Management
Minnesota
$111K +$429 +4 +0.4%
CB
522
Community Bank
New York
$105K -$3.21K -30 -3%
MHR
523
Matthew Hamilton Rosenberg
$101K – – –
LWP
524
Lumature Wealth Partners
Georgia
$98K – – –
GWM
525
Grand Wealth Management
Michigan
$98K – – –
19 20
21
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