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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 %
AFC
176
AFT Forsyth & Company
Florida
$1.8M +$102K +959 +6%
IAG
177
Investment Advisory Group
Massachusetts
$1.79M +$748 +7 +0%
MSAM
178
Moloney Securities Asset Management
Missouri
$1.77M +$142K +1,329 +9%
LWA
179
Lenox Wealth Advisors
New York
$1.77M – – –
ANTB
180
AMG National Trust Bank
Colorado
$1.77M -$5.34K -50 -0.3%
MFG
181
Merit Financial Group
Georgia
$1.77M -$118K -1,104 -6%
RFN
182
RDA Financial Network
Iowa
$1.77M +$14K +131 +0.8%
WC
183
Woodstock Corp
Massachusetts
$1.73M – – –
LDFR
184
Lehman & Derafelo Financial Resources
Pennsylvania
$1.73M – – –
BTWM
185
Baker Tilly Wealth Management
Wisconsin
$1.69M +$272K +2,548 +19%
Luther King Capital Management (LKCM)
186
Luther King Capital Management (LKCM)
Texas
$1.69M -$1.65M – –
DADC
187
D.A. Davidson & Co
Montana
$1.69M +$77.1K +721 +5%
UCFA
188
United Capital Financial Advisors
Texas
$1.67M -$48.4K -453 -3%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$1.63M +$472K +4,418 +41%
SC
190
SouthState Corp
Florida
$1.63M +$478K +4,472 +42%
1WA
191
180 Wealth Advisors
Washington
$1.62M -$21.5K -197 -1%
PIMG
192
Patriot Investment Management Group
Tennessee
$1.62M +$37.4K +350 +2%
EIP
193
Ellis Investment Partners
Pennsylvania
$1.62M +$62.6K +586 +4%
VFA
194
Valeo Financial Advisors
Indiana
$1.61M +$166K +1,558 +12%
KBFS
195
Kohmann Bosshard Financial Services
Ohio
$1.6M +$63.9K +598 +4%
Fidelity International
196
Fidelity International
Bermuda
$1.59M -$171K -1,597 -10%
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$1.58M -$54.6K -512 -3%
IF
198
Ironwood Financial
Arizona
$1.57M +$43.2K +404 +3%
MCM
199
MV Capital Management
Maryland
$1.54M +$181K +1,697 +13%
Millennium Management
200
Millennium Management
New York
$1.53M +$1.53M +14,330 New
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