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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 %
WS
326
Wedbush Securities
California
$1.17M +$449K +4,304 +62%
LGWM
327
Litman Gregory Wealth Management
California
$1.14M -$80.9K -776 -7%
WFA
328
Wellspring Financial Advisors
Ohio
$1.13M +$12.4K +119 +1%
PWMAG
329
Pinnacle Wealth Management Advisory Group
New Jersey
$1.12M +$843K +8,084 +299%
NB
330
Northwest Bancshares
Pennsylvania
$1.12M -$8.65K -83 -0.8%
CFGS
331
Concourse Financial Group Securities
Alabama
$1.12M -$2.45M -23,492 -69%
CRC
332
Curi RMB Capital
Illinois
$1.1M – – –
CSIC
333
Clifford Swan Investment Counsel
California
$1.1M – – –
BB
334
Berkshire Bank
Massachusetts
$1.09M +$595K +5,708 +120%
Nomura Asset Management
335
Nomura Asset Management
Japan
$1.09M – – –
RIM
336
Rakuten Investment Management
Japan
$1.09M – – –
CBFP
337
Cedar Brook Financial Partners
Ohio
$1.08M +$86.9K +834 +9%
VA
338
Valmark Advisers
Ohio
$1.08M -$289K -2,769 -21%
WTC
339
WhitTier Trust Company
Nevada
$1.08M – – –
WCG
340
Weaver Consulting Group
California
$1.07M -$7.82K -75 -0.7%
MFWP
341
Mosaic Family Wealth Partners
Missouri
$1.07M +$1.07M +10,293 New
SIAS
342
Summit Investment Advisory Services
Minnesota
$1.07M +$1.07M +10,260 New
Financial Engines Advisors
343
Financial Engines Advisors
California
$1.05M -$1.15K -11 -0.1%
CFCI
344
Comprehensive Financial Consultants Institutional
Indiana
$1.04M – – –
Lazard Asset Management
345
Lazard Asset Management
New York
$1.03M – – –
FA
346
Flagstar Advisors
New York
$1.02M +$584K +5,602 +133%
WPC
347
White Pine Capital
Minnesota
$1.02M -$10.4K -100 -1%
VHAM
348
Van Hulzen Asset Management
California
$1.02M -$3.21M -30,832 -76%
EW
349
Element Wealth
Mississippi
$1.02M +$1.88K +18 +0.2%
PP
350
Patten & Patten
Tennessee
$1.02M -$1.56K -15 -0.2%
12 13
14
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