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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 %
CSIC
301
Clifford Swan Investment Counsel
California
$1.1M +$33.8K +332 +3%
WS
302
Wedbush Securities
California
$1.1M -$42.7K -420 -4%
SIAS
303
Summit Investment Advisory Services
Minnesota
$1.08M +$40K +393 +4%
AAP
304
Arax Advisory Partners
Colorado
$1.08M -$1.49M -14,626 -58%
CRC
305
Curi RMB Capital
Illinois
$1.07M – – –
AIA
306
Angeles Investment Advisors
California
$1.07M -$49M -481,860 -98%
Nomura Asset Management
307
Nomura Asset Management
Japan
$1.06M – – –
US Bancorp
308
US Bancorp
Minnesota
$1.05M -$394K -3,875 -27%
JF
309
JSF Financial
California
$1.05M -$330K -3,245 -24%
Financial Engines Advisors
310
Financial Engines Advisors
California
$1.04M +$22.4K +220 +2%
WCG
311
Weaver Consulting Group
California
$1.04M -$3.05K -30 -0.3%
SVWAG
312
Sound View Wealth Advisors Group
Georgia
$1.03M +$25.1K +247 +3%
MFWP
313
Mosaic Family Wealth Partners
Missouri
$1.02M -$23K -226 -2%
Brown Advisory
314
Brown Advisory
Maryland
$1.01M +$36.4K +358 +4%
Northern Trust
315
Northern Trust
Illinois
$1.01M +$46.3K +455 +5%
NB
316
Northwest Bancshares
Pennsylvania
$1M -$95.6K -940 -9%
Lazard Asset Management
317
Lazard Asset Management
New York
$1M – – –
CBFP
318
Cedar Brook Financial Partners
Ohio
$986K -$66.8K -657 -6%
VHAM
319
Van Hulzen Asset Management
California
$985K -$8.94K -88 -0.9%
PP
320
Patten & Patten
Tennessee
$984K -$7.01K -69 -0.7%
CFCI
321
Comprehensive Financial Consultants Institutional
Indiana
$978K -$14K -138 -1%
IWN
322
Independent Wealth Network
Iowa
$970K +$181K +1,778 +23%
FCA
323
FinTrust Capital Advisors
South Carolina
$964K – – –
EW
324
Element Wealth
Mississippi
$947K -$46.2K -454 -5%
NB
325
NBT Bank
New York
$932K +$1.02K +10 +0.1%
11 12
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