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iShares Core High Dividend ETF
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Overview Fund Activity

745 hedge funds and large institutions have $7.04B invested in iShares Core High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+43
Holders Change %
+6.13%
% of All Funds
12.02%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.86%
New
125
Increased
274
Reduced
235
Closed
71
Calls
$15.3M
Puts
$1.19M
Net Calls
+$14.1M
Net Calls Change
-$17.6M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$330M
2
Bank of America
Bank of America
North Carolina
$684M
3
CCMG
Clark Capital Management Group
Pennsylvania
$98.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$186M
5
Truist Financial
Truist Financial
North Carolina
$462M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$350K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$451M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5.65M
4
LPL Financial
LPL Financial
California
$195M
5
Morgan Stanley
Morgan Stanley
New York
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFG Advisory
Georgia
$2.29M +$68K +652 +3%
KA
227
Klingman & Associates
New York
$2.27M +$938 +9 +0%
PA
228
Pinnacle Associates
New York
$2.25M +$858K +8,234 +62%
Renaissance Technologies
229
Renaissance Technologies
New York
$2.2M +$2.2M +21,100 New
Bank of New York Mellon
230
Bank of New York Mellon
New York
$2.19M -$18.8M -180,725 -90%
CWM
231
Collaborative Wealth Management
Florida
$2.14M +$681K +6,529 +47%
PAS
232
Park Avenue Securities
New York
$2.14M -$60.6M -580,783 -97%
AWM
233
Apollon Wealth Management
South Carolina
$2.13M +$1.31M +12,526 +158%
WMA
234
Wealth Management Associates
New Jersey
$2.12M -$31.6K -303 -1%
HA
235
HFG Advisors
Ohio
$2.12M +$130K +1,246 +7%
FFN
236
Focus Financial Network
Minnesota
$2.1M -$906K -8,690 -30%
CWA
237
Centennial Wealth Advisory
Michigan
$2.1M +$2.1M +20,116 New
QA
238
Quantitative Advantage
Minnesota
$2.09M +$461K +4,418 +28%
GIA
239
Gladstone Institutional Advisory
Florida
$2.09M +$68K +652 +3%
BTWM
240
Baker Tilly Wealth Management
Wisconsin
$2.08M -$172K -1,647 -8%
HWM
241
Hohimer Wealth Management
Washington
$2.06M +$629K +6,038 +44%
FMP
242
Financial Management Professionals
Texas
$2.06M -$939K -9,005 -31%
SWA
243
SOA Wealth Advisors
New York
$2.06M +$187K +1,797 +10%
FHA
244
First Horizon Advisors
Tennessee
$2.01M +$1.04M +9,997 +108%
DADC
245
D.A. Davidson & Co
Montana
$2M +$287K +2,751 +17%
SXL
246
Summit X LLC
Missouri
$2M -$1.09M -10,820 -35%
HNWAG
247
High Net Worth Advisory Group
Florida
$1.99M +$12.2K +117 +0.6%
MFG
248
Merit Financial Group
Georgia
$1.98M -$3.51M -33,683 -64%
NFG
249
Nations Financial Group
Iowa
$1.97M -$7.61K -73 -0.4%
LDFR
250
Lehman & Derafelo Financial Resources
Pennsylvania
$1.94M +$255K +2,450 +15%
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