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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
1
LBMC Investment Advisors
Tennessee
$48.4M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$15M
3
Franklin Resources
3
Franklin Resources
California
$29.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.3M
5
WA
5
Wealthstar Advisors
Texas
$8.77M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$283M
2
Wells Fargo
2
Wells Fargo
California
$82.9M
3
AIM
3
Astor Investment Management
Illinois
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$31.6M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
51
Keystone Financial Planning
Ohio
$10.1M +$59.8K +592 +0.6%
Mariner
52
Mariner
Kansas
$10M -$1.72K -17 -0%
CWM
53
Connecticut Wealth Management
Connecticut
$9.37M -$59.2K -586 -0.6%
Truist Financial
54
Truist Financial
North Carolina
$9.34M +$361K +3,579 +4%
Stifel Financial
55
Stifel Financial
Missouri
$9.17M +$341K +3,381 +4%
CAAM
56
Cornerstone Advisors Asset Management
Pennsylvania
$8.92M +$8.92M +88,306 New
WA
57
Wealthstar Advisors
Texas
$8.77M +$8.32M +82,341 +1,851%
KPWG
58
KFA Private Wealth Group
Virginia
$8.59M +$293K +2,901 +4%
WWA
59
WC Walker & Associates
California
$8.5M +$311K +3,009 +4%
BFA
60
Beaumont Financial Advisors
Massachusetts
$8.06M -$48K -475 -0.6%
BRWA
61
B. Riley Wealth Advisors
Florida
$7.92M -$291K -2,882 -4%
BWP
62
Bernardo Wealth Planning
Pennsylvania
$7.33M +$918K +9,094 +14%
NAM
63
NTV Asset Management
West Virginia
$7.02M -$238K -2,360 -3%
GT
64
Glenmede Trust
Pennsylvania
$7.01M +$1.71M +16,889 +32%
GL
65
Graypoint LLC
New York
$7M +$139K +1,379 +2%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$7M +$1.62M +16,047 +30%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$6.96M +$293K +2,900 +4%
ST
68
Smithfield Trust
Pennsylvania
$6.77M +$670K +6,629 +11%
KAS
69
Kestra Advisory Services
Texas
$6.77M -$3.57M -35,366 -35%
LFAS
70
Level Four Advisory Services
Texas
$6.61M +$81.9K +811 +1%
FWP
71
FAS Wealth Partners
Kansas
$6.5M +$948K +9,384 +17%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$6.28M +$239K +2,370 +4%
JCM
73
Janney Capital Management
Pennsylvania
$6.04M -$247K -2,443 -4%
AF
74
Allworth Financial
California
$5.93M +$18K +178 +0.3%
HWAM
75
Hennion & Walsh Asset Management
New Jersey
$5.9M -$550K -5,441 -9%
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