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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 %
TA
276
Tiedemann Advisors
New York
$1.6M -$752K -7,213 -32%
WWM
277
Western Wealth Management
Colorado
$1.58M -$1.79M -17,159 -53%
National Bank of Canada
278
National Bank of Canada
Quebec, Canada
$1.57M +$42.4K +406 +3%
Prudential Financial
279
Prudential Financial
New Jersey
$1.56M -$3.96M -37,961 -72%
IF
280
Ironwood Financial
Arizona
$1.56M -$23.2K -223 -1%
JC
281
JB Capital
Connecticut
$1.52M -$15.2M -145,893 -91%
JFG
282
Jefferies Financial Group
New York
$1.5M +$1.5M +14,348 New
US Bancorp
283
US Bancorp
Minnesota
$1.48M +$1.2M +11,518 +423%
TCMP
284
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.46M -$70.4K -675 -5%
1WA
285
180 Wealth Advisors
Washington
$1.46M -$68.6K -649 -4%
Marshall Wace
286
Marshall Wace
United Kingdom
$1.45M +$1.45M +13,900 New
JGIA
287
Jackson Grant Investment Advisers
Connecticut
$1.45M +$170K +1,629 +13%
CFO
288
Collective Family Office
Pennsylvania
$1.44M -$495K -4,750 -26%
CA
289
CoreCap Advisors
Michigan
$1.43M -$339K -3,252 -19%
RIA
290
Realta Investment Advisors
Delaware
$1.42M -$21.5K -206 -1%
JF
291
JSF Financial
California
$1.42M +$278K +2,666 +24%
FAIM
292
Financial Advocates Investment Management
Washington
$1.4M +$73.1K +724 +5%
IFPG
293
Intrepid Financial Planning Group
Indiana
$1.4M +$1.4M +13,437 New
MAS
294
Madden Advisory Services
Florida
$1.39M -$32.8K -315 -2%
MOS
295
MGO One Seven
Ohio
$1.37M +$1.08M +10,391 +373%
FHA
296
Flagship Harbor Advisors
Massachusetts
$1.36M -$730 -7 -0.1%
HR
297
Howe & Rusling
New York
$1.36M -$250K -2,403 -16%
PWM
298
Perigon Wealth Management
California
$1.35M +$419K +4,021 +45%
Natixis Advisors
299
Natixis Advisors
Massachusetts
$1.34M +$1.34M +12,890 New
TNBTD
300
Trustmark National Bank Trust Department
Mississippi
$1.34M -$466K -4,469 -26%
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