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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
Bank of America
North Carolina
$482M
2
Truist Financial
Truist Financial
North Carolina
$352M
3
Wells Fargo
Wells Fargo
California
$165M
4
HCM
Hengehold Capital Management
Ohio
$41M
5
MYLI
Meiji Yasuda Life Insurance
Japan
$112M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$700M
2
Osaic Holdings
Osaic Holdings
Arizona
$100M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
AIA
Angeles Investment Advisors
California
$103M
5
PP
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
376
TrueWealth Advisors
Alabama
$743K +$43.3K +474 +6%
GWM
377
Geneos Wealth Management
Colorado
$740K +$555K +6,085 +300%
SFG
378
Sage Financial Group
Pennsylvania
$732K – – –
AWM
379
Apollon Wealth Management
South Carolina
$723K -$151K -1,659 -17%
SWM
380
Spire Wealth Management
Virginia
$722K -$1.05M -11,526 -59%
VWM
381
Venturi Wealth Management
Texas
$721K -$191K -2,099 -21%
FNC
382
First National Corp
Massachusetts
$710K – – –
Brown Advisory
383
Brown Advisory
Maryland
$707K +$99.8K +1,094 +16%
SAS
384
Sanford Advisory Services
Michigan
$693K +$256K +2,801 +59%
SFG
385
StrategIQ Financial Group
Indiana
$692K -$20.1K -220 -3%
SW
386
SVB Wealth
Massachusetts
$691K +$691K +7,570 New
CC
387
Copperleaf Capital
North Carolina
$687K +$687K +7,525 New
TC
388
Tacita Capital
Ontario, Canada
$681K – – –
WP
389
WealthSpring Partners
California
$679K +$679K +7,440 New
KPWS
390
Kestra Private Wealth Services
Texas
$677K +$107K +1,173 +19%
AL
391
Aspiriant LLC
California
$666K – – –
PWP
392
Perfromance Wealth Partners
Illinois
$660K -$1.28K -14 -0.2%
JCM
393
Jacobi Capital Management
Pennsylvania
$644K -$48.5K -531 -7%
ATC
394
Argent Trust Co
Tennessee
$641K – – –
SWA
395
Sax Wealth Advisors
New Jersey
$634K – – –
WS
396
Wedbush Securities
California
$634K +$435K +4,770 +219%
OBWG
397
Onyx Bridge Wealth Group
New York
$621K -$42.1K -450 -6%
ADL
398
Asset Dedication LLC
California
$610K – – –
WP
399
Wealthspan Partners
Iowa
$606K +$12.2K +134 +2%
RVPG
400
Relative Value Partners Group
$606K +$606K +6,636 New
14 15
16
17 18