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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$700M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$100M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
AIA
4
Angeles Investment Advisors
California
$103M
5
PP
5
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
326
SFMG Wealth Advisors
Texas
$1.04M +$179K +1,918 +21%
Bessemer Group
327
Bessemer Group
New Jersey
$1.03M – – –
SF
328
Synovus Financial
Georgia
$1.03M -$139K -1,516 -12%
FTS
329
Fifth Third Securities
Ohio
$1.03M -$554K -6,074 -35%
VAS
330
Vestmark Advisory Solutions
Massachusetts
$1.03M +$4.47K +49 +0.4%
VC
331
Vicus Capital
Pennsylvania
$1.02M -$277K -3,037 -21%
CAG
332
Csenge Advisory Group
Florida
$1.01M -$97.4K -1,067 -9%
JF
333
JSF Financial
California
$996K +$208K +2,283 +26%
NB
334
Northwest Bancshares
Pennsylvania
$993K -$548 -6 -0.1%
WFA
335
Wellspring Financial Advisors
Ohio
$981K +$12.7K +139 +1%
CCFM
336
Clear Creek Financial Management
Washington
$976K +$70.7K +775 +8%
RIM
337
Rakuten Investment Management
Japan
$970K +$970K +10,439 New
FWP
338
Firethorn Wealth Partners
Georgia
$966K -$156K -1,704 -14%
CRC
339
Curi RMB Capital
Illinois
$964K – – –
CSIC
340
Clifford Swan Investment Counsel
California
$961K – – –
Nomura Asset Management
341
Nomura Asset Management
Japan
$955K +$460K +5,038 +93%
WCG
342
Weaver Consulting Group
California
$947K +$1.74K +19 +0.2%
WTC
343
WhitTier Trust Company
Nevada
$942K -$74.9K -820 -7%
CFCI
344
Comprehensive Financial Consultants Institutional
Indiana
$938K -$99.2K -1,032 -10%
MYIA
345
Mount Yale Investment Advisors
Colorado
$928K -$164K -1,796 -15%
Financial Engines Advisors
346
Financial Engines Advisors
California
$918K +$10.2K +112 +1%
RJT
347
Raymond James Trust
Florida
$904K +$128K +1,399 +16%
WPC
348
White Pine Capital
Minnesota
$903K -$2.74K -30 -0.3%
BO
349
BRR OpCo
Ohio
$899K +$38.5K +422 +4%
Lazard Asset Management
350
Lazard Asset Management
New York
$898K -$21.4K -234 -2%
12 13
14
15 16