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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 %
MCC
526
Money Concepts Capital
Florida
$37K +$37K +367 New
FHA
527
First Horizon Advisors
Tennessee
$36K -$12.6K -126 -26%
1IA
528
1834 Investment Advisors
Wisconsin
$34K -$5.06K -50 -13%
CWC
529
Carolinas Wealth Consulting
North Carolina
$34K +$303 +3 +0.9%
IAS
530
IMA Advisory Services
Colorado
$33K – – –
AWM
531
AllSquare Wealth Management
New York
$31K – – –
FCG
532
Financial Connections Group
California
$31K +$31K +308 New
PFGIA
533
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$25.6K -253 -47%
SAM
534
Strategic Asset Management
Minnesota
$29K +$300 +3 +1%
CSWM
535
Cassady Schiller Wealth Management
Ohio
$29K +$29K +285 New
TSWM
536
Tyler-Stone Wealth Management
Ohio
$29K +$29K +290 New
CA
537
CoreCap Advisors
Michigan
$28K +$28K +273 New
NC
538
NewSquare Capital
Pennsylvania
$25K +$25K +250 New
SIS
539
Sound Income Strategies
Florida
$24K – – –
HWM
540
HighMark Wealth Management
Minnesota
$22K +$205 +2 +0.9%
HNB
541
Huntington National Bank
Ohio
$21K -$20K – –
ACA
542
Aptus Capital Advisors
Alabama
$20K +$20K +200 New
Simplex Trading
543
Simplex Trading
Illinois
$19K -$7.26K -73 -28%
RA
544
Rise Advisors
New York
$17.8K +$17.8K +177 New
RE
545
RBC Europe
United Kingdom
$16K -$62K -620 -79%
GTAM
546
Global Trust Asset Management
Florida
$16K – – –
CTC
547
Central Trust Company
Missouri
$15K – – –
MSFP
548
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
TC
549
TAP Consulting
Missouri
$15K +$15K +152 New
IAG
550
Investmark Advisory Group
Connecticut
$14K +$14K +144 New
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