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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 %
SFWC
126
Strategic Family Wealth Counselors
New Jersey
$2.55M -$49.2K -487 -2%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$2.54M +$181K +1,788 +8%
PA
128
Parallel Advisors
California
$2.51M +$240K +2,379 +11%
PMG
129
ProVise Management Group
Florida
$2.43M – – –
CFA
130
Cahill Financial Advisors
Minnesota
$2.36M +$283K +2,803 +14%
SI
131
Stephens Inc
Arkansas
$2.34M -$540K -5,344 -19%
EFSCE
132
Enterprise Financial Services Corp (EFSC)
Missouri
$2.27M -$57.1K -565 -2%
AA
133
Ancora Advisors
Ohio
$2.1M -$323K -3,195 -13%
WMA
134
Wealth Management Associates
New Jersey
$2.06M -$19.2K -190 -0.9%
HA
135
HFG Advisors
Ohio
$2.06M +$2.06M +20,349 New
MFA
136
Mayflower Financial Advisors
Massachusetts
$1.97M +$236K +2,337 +14%
HNWAG
137
High Net Worth Advisory Group
Florida
$1.88M +$1.88M +18,654 New
GWM
138
Geneos Wealth Management
Colorado
$1.86M -$219K -2,167 -11%
TCMP
139
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.84M +$373K +3,692 +25%
KA
140
Klingman & Associates
New York
$1.84M +$707 +7 +0%
CPA
141
Court Place Advisors
Maryland
$1.82M -$45.9K -455 -2%
SFS
142
Sowell Financial Services
Arkansas
$1.81M -$35.1K -348 -2%
DWMG
143
DB Wealth Management Group
California
$1.79M +$103K +1,022 +6%
GGI
144
Godsey & Gibb Inc
Virginia
$1.79M +$1.79M +17,676 New
MFG
145
Merit Financial Group
Georgia
$1.78M +$68.2K +675 +4%
SWP
146
Stratos Wealth Partners
Ohio
$1.75M +$154K +1,525 +10%
NFG
147
Nations Financial Group
Iowa
$1.75M -$606 -6 -0%
William Blair & Company
148
William Blair & Company
Illinois
$1.74M +$150K +1,481 +9%
CCWA
149
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.74M -$25.5K -252 -1%
IAG
150
Investment Advisory Group
Massachusetts
$1.73M +$1.73M +16,773 New
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6
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