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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 %
RIA
151
Realta Investment Advisors
Delaware
$1.72M -$152K -1,501 -8%
APA
152
American Portfolios Advisors
New York
$1.71M +$220K +2,174 +15%
AI
153
Atria Investments
North Carolina
$1.7M -$686K -6,794 -29%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$1.69M +$1.69M +16,729 New
ANTB
155
AMG National Trust Bank
Colorado
$1.68M +$28.8K +285 +2%
Fidelity International
156
Fidelity International
Bermuda
$1.66M -$17.5K -173 -1%
FAN
157
Financial Advisors Network
California
$1.66M -$34.8K -345 -2%
RFN
158
RDA Financial Network
Iowa
$1.65M +$5.76K +57 +0.3%
Luther King Capital Management (LKCM)
159
Luther King Capital Management (LKCM)
Texas
$1.65M -$1.52M – –
LWA
160
Lenox Wealth Advisors
New York
$1.64M – – –
WC
161
Woodstock Corp
Massachusetts
$1.63M – – –
LDFR
162
Lehman & Derafelo Financial Resources
Pennsylvania
$1.63M – – –
UCFA
163
United Capital Financial Advisors
Texas
$1.63M +$412K +4,084 +34%
TNA
164
True North Advisors
Texas
$1.61M – – –
AFC
165
AFT Forsyth & Company
Florida
$1.6M +$88.6K +877 +6%
NB
166
Northwest Bancshares
Pennsylvania
$1.57M -$115K -1,137 -7%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$1.54M +$1.54M +15,274 New
MSAM
168
Moloney Securities Asset Management
Missouri
$1.54M -$9.49K -94 -0.6%
DADC
169
D.A. Davidson & Co
Montana
$1.52M +$59.6K +590 +4%
1WA
170
180 Wealth Advisors
Washington
$1.52M -$22.5K -223 -1%
FAIM
171
Financial Advocates Investment Management
Washington
$1.52M -$715K -6,873 -32%
CFA
172
Carroll Financial Associates
North Carolina
$1.51M +$25.1K +249 +2%
CWM
173
Collaborative Wealth Management
Florida
$1.5M +$1.5M +14,815 New
PIMG
174
Patriot Investment Management Group
Tennessee
$1.5M +$10.1K +100 +0.7%
TNBTD
175
Trustmark National Bank Trust Department
Mississippi
$1.49M -$139K -1,375 -9%
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