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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 %
Citadel Advisors
251
Citadel Advisors
Florida
$1.93M -$256K -2,456 -12%
EIP
252
Ellis Investment Partners
Pennsylvania
$1.86M -$11.5K -110 -0.6%
CPA
253
Court Place Advisors
Maryland
$1.85M +$313 +3 +0%
MSAM
254
Moloney Securities Asset Management
Missouri
$1.82M +$115K +1,100 +7%
VFA
255
Valeo Financial Advisors
Indiana
$1.82M +$7.81K +696 +0.4%
IAG
256
Investment Advisory Group
Massachusetts
$1.8M +$98K +940 +6%
AA
257
Ancora Advisors
Ohio
$1.8M -$127K -1,218 -7%
Calamos Advisors
258
Calamos Advisors
Illinois
$1.79M +$475K +4,555 +36%
PA
259
Parallel Advisors
California
$1.79M -$674K -6,465 -27%
BFWA
260
Benchmark Financial Wealth Advisors
Florida
$1.78M -$269K -2,579 -13%
ANTB
261
AMG National Trust Bank
Colorado
$1.77M -$1.04M -9,975 -37%
CCWA
262
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.75M +$1.75M +16,791 New
RWP
263
Ridgecrest Wealth Partners
California
$1.75M +$279K +2,680 +19%
FTS
264
Fifth Third Securities
Ohio
$1.74M +$564K +5,414 +48%
AFC
265
AFT Forsyth & Company
Florida
$1.74M +$12.9K +124 +0.7%
CCFM
266
Clear Creek Financial Management
Washington
$1.74M +$621K +5,961 +56%
WP
267
WealthShield Partners
North Carolina
$1.72M -$1.63M -15,674 -49%
WC
268
Woodstock Corp
Massachusetts
$1.69M – – –
Luther King Capital Management (LKCM)
269
Luther King Capital Management (LKCM)
Texas
$1.68M -$1.46M – –
RFN
270
RDA Financial Network
Iowa
$1.68M -$75.8K -727 -4%
NCM
271
NCM Capital Management
New Jersey
$1.66M +$730 +7 +0%
4WM
272
4J Wealth Management
Virginia
$1.66M +$29.3K +281 +2%
SC
273
SouthState Corp
Florida
$1.65M +$39.7K +381 +2%
KF
274
Krilogy Financial
Missouri
$1.63M +$320K +3,067 +24%
JIP
275
Jaffetilchin Investment Partners
Florida
$1.61M +$28.1K +270 +2%
9 10
11
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