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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 %
HIA
201
Harbor Investment Advisory
Maryland
$1.25M +$3.13K +31 +0.3%
Prudential Financial
202
Prudential Financial
New Jersey
$1.24M -$36.3K -367 -3%
FG
203
Fiduciary Group
Georgia
$1.24M -$505 -5 -0%
AWA
204
Arkadios Wealth Advisors
Georgia
$1.23M +$500K +4,950 +68%
JIP
205
Jaffetilchin Investment Partners
Florida
$1.22M -$18.5K -183 -1%
HWM
206
Hohimer Wealth Management
Washington
$1.2M – – –
LGWM
207
Litman Gregory Wealth Management
California
$1.19M -$30.3K -300 -2%
AWM
208
Axxcess Wealth Management
California
$1.19M +$1.19M +11,781 New
CFCI
209
Comprehensive Financial Consultants Institutional
Indiana
$1.16M +$1.16M +11,229 New
VR
210
Viridian RIA
Washington
$1.16M +$1.16M +11,491 New
RIM
211
Rakuten Investment Management
Japan
$1.13M – – –
WTC
212
WhitTier Trust Company
Nevada
$1.13M -$25.2K -250 -2%
Bessemer Group
213
Bessemer Group
New Jersey
$1.13M – – –
MA
214
Mutual Advisors
Nebraska
$1.12M +$73.4K +727 +7%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$1.1M +$2.73K +27 +0.2%
BAM
216
Barrett Asset Management
New York
$1.09M – – –
SC
217
SouthState Corp
Florida
$1.08M +$248K +2,457 +30%
KFP
218
KMG Fiduciary Partners
Ohio
$1.07M -$17.1K -169 -2%
CWP
219
Concord Wealth Partners
Virginia
$1.07M +$1.07M +10,557 New
CSIC
220
Clifford Swan Investment Counsel
California
$1.06M – – –
IA
221
IFG Advisory
Georgia
$1.06M -$8.27K -82 -0.8%
FTS
222
Fifth Third Securities
Ohio
$1.06M +$104K +1,029 +11%
WCG
223
Weaver Consulting Group
California
$1.06M +$6.87K +68 +0.7%
WFA
224
Wellspring Financial Advisors
Ohio
$1.06M +$11.2K +111 +1%
SF
225
Synovus Financial
Georgia
$1.05M +$307K +3,043 +41%
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