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iShares Core High Dividend ETF
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Overview Fund Activity

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.36%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$19.7M
2
EWA
EP Wealth Advisors
California
+$19.5M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$13.1M
4
Mariner
Mariner
Kansas
+$11M
5
GFA
Gallagher Fiduciary Advisors
Illinois
+$9.51M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$329M
2
Truist Financial
Truist Financial
North Carolina
-$203M
3
BlackRock
BlackRock
New York
-$154M
4
Wells Fargo
Wells Fargo
California
-$133M
5
Osaic Holdings
Osaic Holdings
Arizona
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
276
Armstrong Advisory Group
Massachusetts
$1.28M +$105K +1,035 +9%
APWA
277
Atlas Private Wealth Advisors
New Jersey
$1.27M +$610 +6 +0%
PFGIA
278
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M +$31.3K +308 +3%
MFG
279
Merit Financial Group
Georgia
$1.24M -$688K -6,769 -36%
FTUS
280
Flow Traders U.S.
New York
$1.24M +$1.24M +12,214 New
SXL
281
Summit X LLC
Missouri
$1.24M -$786K -7,728 -39%
FANJ
282
Financial Architects (New Jersey)
New Jersey
$1.24M -$2.08M -20,485 -63%
Bessemer Group
283
Bessemer Group
New Jersey
$1.22M +$71.2K +700 +6%
RDWM
284
Red Door Wealth Management
Tennessee
$1.22M +$1.22M +12,000 New
MOS
285
MGO One Seven
Ohio
$1.21M -$125K -1,230 -9%
OC
286
Oppenheimer & Co
New York
$1.21M +$48.6K +478 +4%
OIA
287
OneDigital Investment Advisors
Kansas
$1.21M -$94.4K -929 -7%
CPIA
288
Cornell Pochily Investment Advisors
New York
$1.21M +$508 +5 +0%
EA
289
Eudaimonia Advisors
Tennessee
$1.2M -$81.3K -800 -6%
PCM
290
Parsons Capital Management
Rhode Island
$1.19M +$4.07K +40 +0.3%
BB
291
Berkshire Bank
Massachusetts
$1.19M +$121K +1,193 +11%
MPW
292
MA Private Wealth
California
$1.19M -$1.29M -12,726 -52%
Fidelity International
293
Fidelity International
Bermuda
$1.18M -$37.4K -368 -3%
PSCM
294
Per Stirling Capital Management
Texas
$1.17M +$8.44K +83 +0.7%
GFG
295
Goldstone Financial Group
Illinois
$1.14M +$1.14M +11,263 New
RIM
296
Rakuten Investment Management
Japan
$1.13M +$80.5K +800 +8%
WA
297
Wambolt & Associates
Colorado
$1.13M -$83K -807 -7%
VA
298
Valmark Advisers
Ohio
$1.12M +$69.9K +688 +7%
CFGS
299
Concourse Financial Group Securities
Alabama
$1.11M +$23.5K +231 +2%
WFA
300
Wellspring Financial Advisors
Ohio
$1.11M +$10.1K +99 +0.9%
10 11
12
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