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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 %
AWA
326
Amplius Wealth Advisors
Pennsylvania
$882K – – –
AIC
327
Archer Investment Corporation
Indiana
$873K -$7.86K -78 -0.9%
EW
328
Element Wealth
Mississippi
$851K -$88.4K -877 -9%
WP
329
WealthSpring Partners
California
$837K +$202 +2 +0%
CFO
330
CVA Family Office
Colorado
$836K – – –
SFG
331
StrategIQ Financial Group
Indiana
$831K -$40.3K -400 -5%
SXL
332
Summit X LLC
Missouri
$829K -$402K -3,987 -33%
NRC
333
New Republic Capital
North Carolina
$811K -$22.7K -225 -3%
CWS
334
Cypress Wealth Services
California
$809K +$311K +3,121 +63%
SFG
335
Sage Financial Group
Pennsylvania
$808K – – –
KA
336
Kovack Advisors
Florida
$804K -$44K -437 -5%
TC
337
Tacita Capital
Ontario, Canada
$802K – – –
KPWS
338
Kestra Private Wealth Services
Texas
$799K +$34.6K +343 +5%
FNC
339
First National Corp
Massachusetts
$798K +$1.11K +11 +0.1%
HCM
340
Hengehold Capital Management
Ohio
$789K -$30.1M -299,099 -97%
LIM
341
Leavell Investment Management
Alabama
$778K -$66.9K -664 -8%
CCA
342
Childress Capital Advisors
Texas
$774K +$774K +7,677 New
PRWA
343
Platte River Wealth Advisors
Colorado
$767K +$454K +4,500 +145%
SFG
344
SNS Financial Group
Minnesota
$757K -$23.2M -230,349 -97%
FHC
345
First Heartland Consultants
Missouri
$757K +$473K +4,691 +166%
HI
346
Harbour Investments
Wisconsin
$752K +$17.1K +170 +2%
PFS
347
Prospera Financial Services
Texas
$746K -$105K -1,042 -12%
GWP
348
Gateway Wealth Partners
Wisconsin
$724K -$39.2K -389 -5%
SHFP
349
Second Half Financial Partners
Florida
$716K +$716K +7,106 New
HI
350
Human Investing
Oregon
$700K +$700K +6,943 New
12 13
14
15 16