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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
+$141M
2
Bank of America
Bank of America
North Carolina
+$135M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$98.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$71.3M
5
Truist Financial
Truist Financial
North Carolina
+$61M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$362M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$348M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$120M
4
LPL Financial
LPL Financial
California
-$91.2M
5
Morgan Stanley
Morgan Stanley
New York
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
301
Harbor Investment Advisory
Maryland
$1.34M -$2.71K -26 -0.2%
OIA
302
OneDigital Investment Advisors
Kansas
$1.34M -$2.17M -20,829 -62%
FG
303
Fiduciary Group
Georgia
$1.33M – – –
PWW
304
Pettyjohn Wood & White
Virginia
$1.32M -$2.61K -25 -0.2%
DT
305
Diversified Trust
Tennessee
$1.31M +$1.31M +12,579 New
EA
306
Eudaimonia Advisors
Tennessee
$1.31M +$117K +1,122 +10%
RCAG
307
Rehmann Capital Advisory Group
Michigan
$1.3M -$31.4K -301 -2%
APWA
308
Atlas Private Wealth Advisors
New Jersey
$1.3M +$730 +7 +0.1%
CWS
309
Cypress Wealth Services
California
$1.29M -$822K -7,881 -39%
WWM
310
WT Wealth Management
Arizona
$1.26M +$1.26M +12,057 New
CWP
311
Concord Wealth Partners
Virginia
$1.26M -$53.7K -515 -4%
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M +$391K +3,754 +46%
Fidelity International
313
Fidelity International
Bermuda
$1.24M -$112K -1,071 -8%
CPIA
314
Cornell Pochily Investment Advisors
New York
$1.24M -$7.61K -73 -0.6%
WCFA
315
Walkner Condon Financial Advisors
Wisconsin
$1.23M +$43.6K +418 +4%
WA
316
Wambolt & Associates
Colorado
$1.22M -$13.1K -126 -1%
PCM
317
Parsons Capital Management
Rhode Island
$1.22M -$20.8K -200 -2%
AAG
318
Armstrong Advisory Group
Massachusetts
$1.2M +$1.2M +11,547 New
OC
319
Oppenheimer & Co
New York
$1.2M +$193K +1,849 +19%
WAS
320
Wealth Advisory Solutions
Indiana
$1.19M – – –
SF
321
Synovus Financial
Georgia
$1.19M +$15.6K +150 +1%
PSCM
322
Per Stirling Capital Management
Texas
$1.19M +$1.19M +11,390 New
JCM
323
J2 Capital Management
Michigan
$1.18M -$39.5K -379 -3%
RJT
324
Raymond James Trust
Florida
$1.18M +$149K +1,429 +14%
Bessemer Group
325
Bessemer Group
New Jersey
$1.18M – – –
11 12
13
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