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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 %
EIP
176
Ellis Investment Partners
Pennsylvania
$1.47M -$12.6K -125 -0.9%
GA
177
GFS Advisors
Texas
$1.46M +$1.46M +14,500 New
SC
178
Scotia Capital
Ontario, Canada
$1.46M +$32.5K +322 +2%
KBFS
179
Kohmann Bosshard Financial Services
Ohio
$1.45M – – –
IF
180
Ironwood Financial
Arizona
$1.44M +$143K +1,418 +11%
RWP
181
Ridgecrest Wealth Partners
California
$1.42M -$18.7K -185 -1%
FHA
182
Flagship Harbor Advisors
Massachusetts
$1.4M -$3.77M -37,357 -73%
TWC
183
TD Waterhouse Canada
Ontario, Canada
$1.4M +$1.4M +11,977 New
MAS
184
Madden Advisory Services
Florida
$1.38M +$29.4K +291 +2%
EW
185
Element Wealth
Mississippi
$1.37M +$13.7K +136 +1%
NCM
186
NCM Capital Management
New Jersey
$1.37M +$1.37M +13,518 New
RCAG
187
Rehmann Capital Advisory Group
Michigan
$1.36M +$62.9K +623 +5%
VFA
188
Valeo Financial Advisors
Indiana
$1.36M +$260K +2,573 +24%
BTWM
189
Baker Tilly Wealth Management
Wisconsin
$1.34M -$237K -2,344 -15%
NA
190
NewEdge Advisors
Louisiana
$1.34M +$957K +9,485 +251%
MFW
191
Mosaic Family Wealth
Missouri
$1.34M +$104K +1,027 +8%
HR
192
Howe & Rusling
New York
$1.34M +$69.9K +692 +6%
CS
193
Comerica Securities
Michigan
$1.31M -$103K -1,020 -7%
PWW
194
Pettyjohn Wood & White
Virginia
$1.31M -$57.6K -570 -4%
WA
195
Wambolt & Associates
Colorado
$1.31M -$114K -1,127 -8%
SWA
196
SOA Wealth Advisors
New York
$1.3M +$1.92K +19 +0.1%
APWA
197
Atlas Private Wealth Advisors
New Jersey
$1.29M +$16.2K +160 +1%
MCM
198
MV Capital Management
Maryland
$1.28M +$82.5K +817 +7%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$1.27M -$1.45M -14,325 -53%
VA
200
Valmark Advisers
Ohio
$1.25M -$21.5K -213 -2%
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