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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
$385M
2
AWM
AE Wealth Management
Kansas
$93.9M
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
$8.74M
2
Goldman Sachs
Goldman Sachs
New York
$11.4M
3
WA
Wealthstar Advisors
Texas
$307K
4
KFP
Keystone Financial Planning
Ohio
$3.77M
5
SAM
Securian Asset Management
Minnesota
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCT
551
First Community Trust
Iowa
$46K – – –
CQS
552
Credential Qtrade Securities
$45.5K – – –
Fifth Third Bancorp
553
Fifth Third Bancorp
Ohio
$44K -$20.2K -189 -32%
COCM
554
Charter Oak Capital Management
New Hampshire
$44K – – –
BAM
555
Bellevue Asset Management
Washington
$40K – – –
PGAM
556
Princeton Global Asset Management
New Jersey
$37K +$37K +350 New
CWC
557
Carolinas Wealth Consulting
North Carolina
$36K +$318 +3 +0.9%
IAS
558
IMA Advisory Services
Colorado
$35K – – –
BC
559
Bartlett & Co
Ohio
$35K +$35K +325 New
JPLA
560
Joseph P. Lucia & Associates
New York
$35K +$35K +328 New
CAGAS
561
Capital Advisory Group Advisory Services
Minnesota
$35K +$35K +330 New
BCWM
562
Bartlett & Co Wealth Management
Ohio
$34.7K +$34.7K +325 New
DZ Bank
563
DZ Bank
Germany
$34K +$34K +320 New
AWM
564
AllSquare Wealth Management
New York
$33K – – –
HWMA
565
Heritage Wealth Management (Arizona)
Arizona
$33K +$33K +307 New
FCG
566
Financial Connections Group
California
$32K – – –
NC
567
NewSquare Capital
Pennsylvania
$32K +$5.33K +50 +20%
TSWM
568
Tyler-Stone Wealth Management
Ohio
$31K – – –
PFGIA
569
Patriot Financial Group Insurance Agency
Massachusetts
$31K – – –
SAM
570
Strategic Asset Management
Minnesota
$31K +$212 +2 +0.7%
BCMLT
571
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K +$27K +256 New
HWM
572
HighMark Wealth Management
Minnesota
$23K +$212 +2 +0.9%
HNB
573
Huntington National Bank
Ohio
$22K -$21K – –
RA
574
Rise Advisors
New York
$19K +$107 +1 +0.6%
AF
575
Advisornet Financial
Minnesota
$17K -$1.05M -9,857 -98%
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