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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.

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
CH
1
CVS Health
Rhode Island
$63.1M
2
LIA
2
LBMC Investment Advisors
Tennessee
$48.4M
3
HWM
3
HB Wealth Management
Georgia
$13.1M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$15M
5
GWM
5
GDS Wealth Management
Texas
$11.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$283M
2
Wells Fargo
2
Wells Fargo
California
$82.9M
3
AIM
3
Astor Investment Management
Illinois
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$31.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$283M 2,800,227 -3,069,483 -52%
Morgan Stanley
2
Morgan Stanley
New York
$243M 2,403,657 +39,491 +2%
UBS Group
3
UBS Group
Switzerland
$147M 1,451,771 +44,933 +3%
LPL Financial
4
LPL Financial
California
$130M 1,287,120 -10,292 -0.8%
SAM
5
Securian Asset Management
Minnesota
$109M 1,079,874 -16,430 -1%
Wells Fargo
6
Wells Fargo
California
$82.9M 820,773 -260,952 -24%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$74.9M 742,070 +79,128 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$73.2M 724,374 +12,471 +2%
CH
9
CVS Health
Rhode Island
$63.1M 624,536 +624,536 New
BlackRock
10
BlackRock
New York
$56.9M 563,506 -3,663 -0.6%
M&T Bank
11
M&T Bank
New York
$53.3M 527,522 +9,817 +2%
LIA
12
LBMC Investment Advisors
Tennessee
$48.4M 479,306 +453,624 +1,766%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$46.9M 464,478 -6,372 -1%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$44.7M 443,081 +36,547 +9%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$42.1M 417,352 +32,202 +8%
Ameriprise
16
Ameriprise
Minnesota
$41.5M 410,974 -71,099 -15%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$41.1M 407,131 +22,412 +6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$39.5M 391,271 -115,980 -23%
FMLI
19
Fukoku Mutual Life Insurance
Japan
$31.9M 316,000 – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$31.6M 313,129 -140,451 -31%
Franklin Resources
21
Franklin Resources
California
$29.1M 288,132 +116,132 +68%
Osaic Holdings
22
Osaic Holdings
Arizona
$28M 277,438 -23,714 -8%
Creative Planning
23
Creative Planning
Kansas
$26.3M 260,476 -3,990 -2%
SB
24
Simmons Bank
Arkansas
$25.5M 252,667 -14,512 -5%
SPIA
25
Steward Partners Investment Advisory
New York
$24.2M 239,735 +27,521 +13%
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