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iShares Core High Dividend ETF
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Overview Fund Activity

702 hedge funds and large institutions have $6.33B invested in iShares Core High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 267 increasing their positions, 252 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
-26
Holders Change %
-3.57%
% of All Funds
12.14%
Holding in Top 10
39
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25%
% of All Funds
0.67%
New
64
Increased
267
Reduced
252
Closed
76
Calls
$41.7M
Puts
$10M
Net Calls
+$31.7M
Net Calls Change
+$19.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$482M
2
Truist Financial
Truist Financial
North Carolina
$352M
3
Wells Fargo
Wells Fargo
California
$165M
4
HCM
Hengehold Capital Management
Ohio
$41M
5
MYLI
Meiji Yasuda Life Insurance
Japan
$112M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$700M
2
Osaic Holdings
Osaic Holdings
Arizona
$100M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
AIA
Angeles Investment Advisors
California
$103M
5
PP
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
301
Tradition Wealth Management
Minnesota
$1.19M -$204K -2,236 -15%
Fidelity International
302
Fidelity International
Bermuda
$1.19M -$55.7K -610 -4%
HIA
303
Harbor Investment Advisory
Maryland
$1.18M +$1K +11 +0.1%
KWS
304
Keystone Wealth Services
California
$1.17M +$317K +3,476 +37%
RCAG
305
Rehmann Capital Advisory Group
Michigan
$1.17M -$87.1K -954 -7%
PWW
306
Pettyjohn Wood & White
Virginia
$1.16M – – –
Calamos Advisors
307
Calamos Advisors
Illinois
$1.15M +$524K +5,742 +83%
CWP
308
Concord Wealth Partners
Virginia
$1.15M +$66K +723 +6%
KF
309
Krilogy Financial
Missouri
$1.14M +$268K +2,940 +31%
APWA
310
Atlas Private Wealth Advisors
New Jersey
$1.14M -$3.83K -42 -0.3%
SPAS
311
Spectrum Planning & Advisory Services
California
$1.13M -$115K -1,265 -9%
CWA
312
Consilio Wealth Advisors
Washington
$1.12M +$1.12M +12,259 New
JGIA
313
Jackson Grant Investment Advisers
Connecticut
$1.12M +$764K +8,373 +216%
CPIA
314
Cornell Pochily Investment Advisors
New York
$1.09M +$40.4K +443 +4%
PWMG
315
Provence Wealth Management Group
California
$1.09M -$72.4K -793 -6%
WEG
316
World Equity Group
Illinois
$1.09M -$5.2K -57 -0.5%
PCM
317
Parsons Capital Management
Rhode Island
$1.09M -$81.3K -890 -7%
ACM
318
Absolute Capital Management
Pennsylvania
$1.09M -$40K -437 -4%
WA
319
Wambolt & Associates
Colorado
$1.08M -$12.8K -140 -1%
LGWM
320
Litman Gregory Wealth Management
California
$1.07M – – –
JCM
321
J2 Capital Management
Michigan
$1.07M -$1.12M -12,276 -51%
CWA
322
Clearview Wealth Advisors
Oregon
$1.07M -$231K -2,525 -18%
EA
323
Eudaimonia Advisors
Tennessee
$1.05M +$30.1K +330 +3%
WAS
324
Wealth Advisory Solutions
Indiana
$1.05M +$1.05M +11,448 New
WCFA
325
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$151K +1,657 +17%
11 12
13
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