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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 %
CFG
351
Cooper Financial Group
California
$741K +$139K +1,364 +23%
BPA
352
Beacon Pointe Advisors
California
$733K +$148K +1,454 +25%
Lido Advisors
353
Lido Advisors
California
$725K -$2.24K -22 -0.3%
ATC
354
Argent Trust Co
Tennessee
$720K -$1.7M -16,697 -70%
PTC
355
Private Trust Company
Ohio
$708K +$58.4K +574 +9%
SWA
356
Sax Wealth Advisors
New Jersey
$704K -$2.14K -21 -0.3%
JCM
357
Jacobi Capital Management
Pennsylvania
$704K -$35.1K -345 -5%
GWM
358
Gray Wealth Management
Maine
$700K +$23.4K +230 +3%
AL
359
Aspiriant LLC
California
$693K -$48.3K -475 -7%
IP
360
Investment Partners
Ohio
$688K +$2.24K +22 +0.3%
CW
361
CreativeOne Wealth
Kansas
$688K -$81.3K -800 -11%
PG
362
Patten Group
Tennessee
$686K -$2.85K -28 -0.4%
RVPG
363
Relative Value Partners Group
$675K – – –
ADL
364
Asset Dedication LLC
California
$658K -$19.8K -195 -3%
OBWG
365
Onyx Bridge Wealth Group
New York
$656K -$8.34K -82 -1%
GCM
366
Gallacher Capital Management
Colorado
$655K -$71.6K -704 -10%
PWMAG
367
Pinnacle Wealth Management Advisory Group
New Jersey
$652K -$445K -4,374 -41%
PTC
368
Philadelphia Trust Company
Pennsylvania
$652K – – –
PFA
369
Pettinga Financial Advisors
Indiana
$648K +$648K +6,379 New
AIM
370
Anchor Investment Management
South Carolina
$647K +$93.2K +917 +17%
VAS
371
Vestmark Advisory Solutions
Massachusetts
$644K -$275K -2,708 -30%
MCM
372
MAI Capital Management
Ohio
$643K +$23.5K +231 +4%
IWA
373
Inspirion Wealth Advisors
Illinois
$639K +$1.32K +13 +0.2%
PWP
374
Perfromance Wealth Partners
Illinois
$639K -$64.1K -631 -9%
SIA
375
Soltis Investment Advisors
Utah
$633K +$6.61K +65 +1%
13 14
15
16 17