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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 %
BB
276
Berkshire Bank
Massachusetts
$1.18M +$5.14K +51 +0.4%
MPW
277
MA Private Wealth
California
$1.18M – – –
CPIA
278
Cornell Pochily Investment Advisors
New York
$1.18M -$24.9K -247 -2%
PCM
279
Parsons Capital Management
Rhode Island
$1.17M -$12.6K -125 -1%
CFGS
280
Concourse Financial Group Securities
Alabama
$1.16M +$58.1K +576 +5%
PSCM
281
Per Stirling Capital Management
Texas
$1.16M +$6.95K +69 +0.6%
OIA
282
OneDigital Investment Advisors
Kansas
$1.15M -$49.3K -489 -4%
RIM
283
Rakuten Investment Management
Japan
$1.15M +$30K +300 +3%
CA
284
CoreCap Advisors
Michigan
$1.15M +$1.15M +11,439 New
RJT
285
Raymond James Trust
Florida
$1.15M -$207K -2,050 -15%
WFA
286
Wellspring Financial Advisors
Ohio
$1.11M +$8.87K +88 +0.8%
AAP
287
Arax Advisory Partners
Colorado
$1.11M +$42.5K +422 +4%
WS
288
Wedbush Securities
California
$1.1M +$10.3K +102 +0.9%
LGWM
289
Litman Gregory Wealth Management
California
$1.1M +$1.1M +10,929 New
SIAS
290
Summit Investment Advisory Services
Minnesota
$1.1M +$25.8K +256 +2%
CSIC
291
Clifford Swan Investment Counsel
California
$1.09M – – –
HWM
292
Hohimer Wealth Management
Washington
$1.09M -$1.05M -10,459 -49%
WA
293
Wambolt & Associates
Colorado
$1.07M -$33.9K -336 -3%
VA
294
Valmark Advisers
Ohio
$1.07M -$43.2K -429 -4%
Financial Engines Advisors
295
Financial Engines Advisors
California
$1.07M +$33.2K +329 +3%
CRC
296
Curi RMB Capital
Illinois
$1.06M – – –
MFG
297
Merit Financial Group
Georgia
$1.06M -$171K -1,697 -14%
1WM
298
1900 Wealth Management
Texas
$1.05M +$659K +6,535 +167%
BWL
299
Bogart Wealth LLC
Virginia
$1.04M +$1.04M +10,310 New
WCG
300
Weaver Consulting Group
California
$1.02M -$18.3K -182 -2%
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