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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
351
Arete Wealth Advisors
Illinois
$697K +$410K +4,063 +142%
GWM
352
Geneos Wealth Management
Colorado
$693K -$107K -1,058 -13%
LFP
353
Leeward Financial Partners
Washington
$693K -$3.88M -38,519 -85%
Nomura Asset Management
354
Nomura Asset Management
Japan
$693K -$361K -3,586 -34%
AIM
355
Anchor Investment Management
South Carolina
$692K +$50.8K +504 +8%
JCM
356
Jacobi Capital Management
Pennsylvania
$688K -$9.37K -93 -1%
IP
357
Investment Partners
Ohio
$684K +$1.71K +17 +0.3%
PG
358
Patten Group
Tennessee
$680K – – –
CG
359
Colony Group
Massachusetts
$677K -$5M -49,593 -88%
RVPG
360
Relative Value Partners Group
$669K – – –
RBC
361
Romano Brothers & Co
Illinois
$657K +$37.8K +375 +6%
PTC
362
Philadelphia Trust Company
Pennsylvania
$647K – – –
PWMAG
363
Pinnacle Wealth Management Advisory Group
New Jersey
$647K – – –
CA
364
Cresta Advisors
Texas
$645K +$645K +6,395 New
ADL
365
Asset Dedication LLC
California
$641K -$11.8K -117 -2%
GWM
366
Gray Wealth Management
Maine
$639K -$55.4K -550 -8%
CAWM
367
Capital Advisors Wealth Management
Washington
$637K -$150K -1,493 -19%
VAS
368
Vestmark Advisory Solutions
Massachusetts
$637K -$1.61K -16 -0.3%
SIA
369
Soltis Investment Advisors
Utah
$636K +$8.47K +84 +1%
IWA
370
Inspirion Wealth Advisors
Illinois
$635K +$1.01K +10 +0.2%
BCM
371
Brookstone Capital Management
Illinois
$630K -$86.6K -871 -12%
SW
372
SVB Wealth
Massachusetts
$619K – – –
TWA
373
Talisman Wealth Advisors
New Jersey
$618K +$706 +7 +0.1%
BPA
374
Beacon Pointe Advisors
California
$617K -$110K -1,094 -15%
CAG
375
Csenge Advisory Group
Florida
$615K +$150K +1,493 +32%
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15
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