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iShares Core High Dividend ETF
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Overview Fund Activity

728 hedge funds and large institutions have $7.65B invested in iShares Core High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 323 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+120
Holders Change %
+19.74%
% of All Funds
12.31%
Holding in Top 10
52
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+92.59%
% of All Funds
0.88%
New
170
Increased
323
Reduced
120
Closed
42
Calls
$16.1M
Puts
$3.44M
Net Calls
+$12.6M
Net Calls Change
-$67.1M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.22B
2
Truist Financial
2
Truist Financial
North Carolina
$320M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$266M
4
AIA
4
Angeles Investment Advisors
California
$217M
5
BlackRock
5
BlackRock
New York
$234M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$28.3M
2
SCA
2
Stuart Chaussee & Associates
California
$0
3
Charles Schwab
3
Charles Schwab
California
$682K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
326
Bessemer Group
New Jersey
$1.14M – – –
VAS
327
Vestmark Advisory Solutions
Massachusetts
$1.12M +$460K +4,582 +69%
WTC
328
WhitTier Trust Company
Nevada
$1.12M -$8.23K -82 -0.7%
EA
329
Eudaimonia Advisors
Tennessee
$1.12M +$117K +1,169 +12%
CA
330
CoreCap Advisors
Michigan
$1.12M +$843K +8,389 +310%
NB
331
Northwest Bancshares
Pennsylvania
$1.09M -$30.4K -303 -3%
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$1.09M -$75.3K -750 -6%
AWE
333
Avidian Wealth Enterprises
Texas
$1.09M +$863K +8,594 +381%
DOA
334
D'Orazio & Associates
Virginia
$1.08M +$1.08M +10,775 New
CFCI
335
Comprehensive Financial Consultants Institutional
Indiana
$1.08M -$3.49K -35 -0.3%
WFA
336
Wellspring Financial Advisors
Ohio
$1.07M +$5.92K +59 +0.6%
CRC
337
Curi RMB Capital
Illinois
$1.06M +$61.5K +612 +6%
PWM
338
Perigon Wealth Management
California
$1.06M +$1.06M +10,530 New
CSIC
339
Clifford Swan Investment Counsel
California
$1.06M – – –
CBFP
340
Cedar Brook Financial Partners
Ohio
$1.06M +$104K +1,036 +11%
US Bancorp
341
US Bancorp
Minnesota
$1.04M +$758K +7,553 +265%
1WM
342
1900 Wealth Management
Texas
$1.04M +$1.04M +10,377 New
WCG
343
Weaver Consulting Group
California
$1.04M -$3.72K -37 -0.4%
FHA
344
First Horizon Advisors
Tennessee
$1.03M +$1.03M +10,225 +32,984%
QA
345
Quantitative Advantage
Minnesota
$1.01M +$1.01M +10,100 New
Lazard Asset Management
346
Lazard Asset Management
New York
$1.01M +$23.5K +234 +2%
PA
347
Pinnacle Associates
New York
$1.01M – – –
VWM
348
Venturi Wealth Management
Texas
$1.01M +$1.01M +10,002 New
Financial Engines Advisors
349
Financial Engines Advisors
California
$999K – – –
WPC
350
White Pine Capital
Minnesota
$996K -$121K -1,209 -11%
12 13
14
15 16