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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
+$112M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$23.5M
3
Jane Street
Jane Street
New York
+$18.2M
4
WAM
WNY Asset Management
New York
+$15.5M
5
TA
Townsend & Associates
Colorado
+$11M

Top Sellers

1
CL
COWA LLC
Oklahoma
-$150M
2
Truist Financial
Truist Financial
North Carolina
-$112M
3
Bank of America
Bank of America
North Carolina
-$53.1M
4
SR
Swiss Re
Switzerland
-$33.3M
5
FMLI
Fukoku Mutual Life Insurance
Japan
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
301
US Bancorp
Minnesota
$1.02M -$29.7K -295 -3%
Lazard Asset Management
302
Lazard Asset Management
New York
$991K – – –
CBFP
303
Cedar Brook Financial Partners
Ohio
$982K +$4.13K +41 +0.4%
MFWP
304
Mosaic Family Wealth Partners
Missouri
$976K -$39.1K -388 -4%
SWA
305
Sax Wealth Advisors
New Jersey
$970K +$272K +2,700 +39%
PP
306
Patten & Patten
Tennessee
$966K -$10.1K -100 -1%
FCA
307
FinTrust Capital Advisors
South Carolina
$964K – – –
VHAM
308
Van Hulzen Asset Management
California
$959K -$18.3K -182 -2%
OC
309
Oppenheimer & Co
New York
$958K -$246K -2,439 -20%
CFCI
310
Comprehensive Financial Consultants Institutional
Indiana
$957K -$2.4K -24 -0.2%
GAM
311
Gotham Asset Management
New York
$950K +$950K +9,426 New
JF
312
JSF Financial
California
$948K -$93.4K -927 -9%
WP
313
WealthShield Partners
North Carolina
$945K -$626K -6,206 -40%
SVWAG
314
Sound View Wealth Advisors Group
Georgia
$937K -$83.2K -825 -8%
Citigroup
315
Citigroup
New York
$931K +$911K +9,037 +4,496%
SCA
316
Snowden Capital Advisors
New York
$930K -$1.53M -15,195 -62%
WPC
317
White Pine Capital
Minnesota
$930K +$73.2K +726 +9%
TSS
318
Two Sigma Securities
New York
$930K +$407K +4,040 +78%
NB
319
NBT Bank
New York
$924K – – –
NB
320
Northwest Bancshares
Pennsylvania
$917K -$75.1K -745 -8%
FCI
321
Financial Counselors Inc
Kansas
$912K -$1.38M -13,657 -60%
Brown Advisory
322
Brown Advisory
Maryland
$902K -$100K -992 -10%
BIA
323
Biondo Investment Advisors
Pennsylvania
$898K +$18.1K +180 +2%
WTC
324
WhitTier Trust Company
Nevada
$894K – – –
CS
325
Comerica Securities
Michigan
$883K -$1.98M -19,596 -69%
11 12
13
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