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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 %
WTC
326
WhitTier Trust Company
Nevada
$901K -$147K -1,450 -14%
AWA
327
Amplius Wealth Advisors
Pennsylvania
$889K – – –
AIC
328
Archer Investment Corporation
Indiana
$888K – – –
BIA
329
Biondo Investment Advisors
Pennsylvania
$888K -$26.9K -265 -3%
SFG
330
StrategIQ Financial Group
Indiana
$879K +$125K +1,230 +17%
WPC
331
White Pine Capital
Minnesota
$864K -$131K -1,285 -13%
PFS
332
Prospera Financial Services
Texas
$858K +$21.7K +213 +3%
KA
333
Kovack Advisors
Florida
$856K +$4.07K +40 +0.5%
LIM
334
Leavell Investment Management
Alabama
$853K +$37.6K +370 +5%
WP
335
WealthSpring Partners
California
$844K -$12K -118 -1%
CFO
336
CVA Family Office
Colorado
$843K – – –
NRC
337
New Republic Capital
North Carolina
$841K -$12.2K -120 -1%
SFG
338
Sage Financial Group
Pennsylvania
$815K – – –
TC
339
Tacita Capital
Ontario, Canada
$809K -$21.9K -215 -3%
GWM
340
Geneos Wealth Management
Colorado
$807K -$111K -1,088 -12%
TCM
341
True Capital Management
California
$804K -$84.1K -827 -9%
FNC
342
First National Corp
Massachusetts
$804K +$92K +905 +13%
CAWM
343
Capital Advisors Wealth Management
Washington
$794K -$42.7K -420 -5%
Federated Hermes
344
Federated Hermes
Pennsylvania
$783K -$55.9M -550,062 -99%
BAM
345
Belpointe Asset Management
Nevada
$775K +$448K +4,402 +137%
KPWS
346
Kestra Private Wealth Services
Texas
$771K +$15.7K +154 +2%
GWP
347
Gateway Wealth Partners
Wisconsin
$769K -$15.1K -149 -2%
TNBTD
348
Trustmark National Bank Trust Department
Mississippi
$764K -$545K -5,361 -42%
BCM
349
Brookstone Capital Management
Illinois
$751K -$1.84M -17,664 -71%
HI
350
Harbour Investments
Wisconsin
$742K -$122K -1,201 -14%
12 13
14
15 16