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iShares Core High Dividend ETF
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Overview Fund Activity

706 hedge funds and large institutions have $4.67B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 273 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
11.13%
Holding in Top 10
36
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.2%
% of All Funds
0.57%
New
53
Increased
226
Reduced
273
Closed
49
Calls
$12.1M
Puts
$2.08M
Net Calls
+$10M
Net Calls Change
-$43.3M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
$24.3M
3
Jane Street
Jane Street
New York
$18.5M
4
WAM
WNY Asset Management
New York
$15.5M
5
TA
Townsend & Associates
Colorado
$20.9M

Top Sellers

1
CL
COWA LLC
Oklahoma
$7.16M
2
Truist Financial
Truist Financial
North Carolina
$133M
3
Bank of America
Bank of America
North Carolina
$562M
4
SR
Swiss Re
Switzerland
$0
5
FMLI
Fukoku Mutual Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
251
Financial Advocates Investment Management
Washington
$1.38M -$1.33M -13,401 -49%
Northern Trust
252
Northern Trust
Illinois
$1.37M +$376K +3,726 +38%
MOS
253
MGO One Seven
Ohio
$1.36M +$157K +1,558 +13%
1WA
254
180 Wealth Advisors
Washington
$1.35M -$8.59K -85 -0.6%
MAS
255
Madden Advisory Services
Florida
$1.35M – – –
CWP
256
Concord Wealth Partners
Virginia
$1.35M +$46.5K +461 +4%
CFO
257
Collective Family Office
Pennsylvania
$1.34M -$359K -3,563 -21%
AAG
258
Armstrong Advisory Group
Massachusetts
$1.34M +$72.1K +715 +6%
JGIA
259
Jackson Grant Investment Advisers
Connecticut
$1.33M +$5.64K +56 +0.4%
SF
260
Synovus Financial
Georgia
$1.33M +$2.52K +25 +0.2%
SC
261
SouthState Corp
Florida
$1.32M +$1.31K +13 +0.1%
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$1.32M +$79.2K +786 +6%
HIA
263
Harbor Investment Advisory
Maryland
$1.31M +$22.8K +226 +2%
FHA
264
Flagship Harbor Advisors
Massachusetts
$1.31M +$907 +9 +0.1%
ATC
265
Argent Trust Co
Tennessee
$1.3M +$585K +5,807 +82%
WWM
266
Western Wealth Management
Colorado
$1.29M -$227K -2,255 -15%
FG
267
Fiduciary Group
Georgia
$1.28M -$605 -6 -0%
PWW
268
Pettyjohn Wood & White
Virginia
$1.28M -$1.21K -12 -0.1%
IWN
269
Independent Wealth Network
Iowa
$1.27M +$308K +3,059 +32%
DT
270
Diversified Trust
Tennessee
$1.27M -$221K -2,188 -15%
AWM
271
Apollon Wealth Management
South Carolina
$1.27M -$482K -4,779 -28%
RDWM
272
Red Door Wealth Management
Tennessee
$1.21M – – –
RCAG
273
Rehmann Capital Advisory Group
Michigan
$1.2M -$141K -1,403 -11%
EA
274
Eudaimonia Advisors
Tennessee
$1.19M +$6.55K +65 +0.6%
AWA
275
Arkadios Wealth Advisors
Georgia
$1.19M -$8.19M -81,296 -87%
9 10
11
12 13