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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 %
BFA
351
BMS Financial Advisors
South Dakota
$895K +$895K +9,803 New
PP
352
Patten & Patten
Tennessee
$892K – – –
EW
353
Element Wealth
Mississippi
$891K +$26.9K +294 +3%
AF
354
Advisornet Financial
Minnesota
$883K -$257K -2,812 -23%
AWE
355
Avidian Wealth Enterprises
Texas
$880K -$110K -1,208 -11%
OC
356
Oppenheimer & Co
New York
$878K +$364K +3,985 +71%
FCA
357
FinTrust Capital Advisors
South Carolina
$872K -$47.8K -494 -5%
CBFP
358
Cedar Brook Financial Partners
Ohio
$869K -$91.9K -1,007 -10%
FHA
359
First Horizon Advisors
Tennessee
$847K -$88.2K -967 -9%
IP
360
Investment Partners
Ohio
$843K +$200K +2,191 +31%
BIA
361
Biondo Investment Advisors
Pennsylvania
$831K +$2.74K +30 +0.3%
PWM
362
Perigon Wealth Management
California
$814K -$148K -1,616 -15%
BAM
363
Belpointe Asset Management
Nevada
$806K -$259K -2,840 -24%
KA
364
Kovack Advisors
Florida
$800K +$18.9K +207 +2%
AWA
365
Amplius Wealth Advisors
Pennsylvania
$798K – – –
AIC
366
Archer Investment Corporation
Indiana
$795K – – –
NB
367
NBT Bank
New York
$795K – – –
SWA
368
Stratos Wealth Advisors
Ohio
$770K -$440K -4,824 -36%
SS
369
Sunbelt Securities
Texas
$764K +$58K +636 +8%
KWM
370
Keebeck Wealth Management
Illinois
$761K -$682K -7,470 -47%
LIM
371
Leavell Investment Management
Alabama
$759K +$31.6K +346 +4%
CFO
372
CVA Family Office
Colorado
$757K – – –
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$750K +$321K +3,515 +75%
WF
374
Williams Financial
Vermont
$747K -$8.86M -97,002 -92%
CF
375
Centaurus Financial
California
$746K +$167K +1,829 +29%
13 14
15
16 17