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iShares Core High Dividend ETF
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Overview Fund Activity

745 hedge funds and large institutions have $7.04B invested in iShares Core High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+43
Holders Change %
+6.13%
% of All Funds
12.02%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.86%
New
125
Increased
274
Reduced
235
Closed
71
Calls
$15.3M
Puts
$1.19M
Net Calls
+$14.1M
Net Calls Change
-$17.6M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$141M
2
Bank of America
Bank of America
North Carolina
+$135M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$98.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$71.3M
5
Truist Financial
Truist Financial
North Carolina
+$61M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$362M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$348M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$120M
4
LPL Financial
LPL Financial
California
-$91.2M
5
Morgan Stanley
Morgan Stanley
New York
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
376
Sage Financial Group
Pennsylvania
$836K – – –
LIM
377
Leavell Investment Management
Alabama
$836K -$31.2K -299 -4%
IWN
378
Independent Wealth Network
Iowa
$809K +$362K +3,470 +81%
GWP
379
Gateway Wealth Partners
Wisconsin
$805K +$805K +7,718 New
SAS
380
Sanford Advisory Services
Michigan
$792K +$2.09K +20 +0.3%
CW
381
CreativeOne Wealth
Kansas
$789K -$8.31M -79,786 -91%
KPWS
382
Kestra Private Wealth Services
Texas
$775K +$2.19K +21 +0.3%
SFG
383
StrategIQ Financial Group
Indiana
$773K -$16.7K -160 -2%
AL
384
Aspiriant LLC
California
$760K – – –
JCM
385
Jacobi Capital Management
Pennsylvania
$758K +$21.8K +209 +3%
SWA
386
SFMG Wealth Advisors
Texas
$748K -$410K -3,930 -35%
Lido Advisors
387
Lido Advisors
California
$746K +$260K +2,492 +53%
GCM
388
Gallacher Capital Management
Colorado
$745K +$745K +7,144 New
FNC
389
First National Corp
Massachusetts
$730K -$80.1K -768 -10%
GFS
390
GYL Financial Synergies
Connecticut
$727K +$727K +6,975 New
DE
391
Day & Ennis
Georgia
$727K -$1.75M -16,794 -71%
SWA
392
Sax Wealth Advisors
New Jersey
$724K – – –
PWP
393
Perfromance Wealth Partners
Illinois
$721K -$32.8K -315 -4%
JWA
394
JFS Wealth Advisors
Pennsylvania
$708K +$196K +1,876 +38%
PG
395
Patten Group
Tennessee
$707K +$187K +1,791 +36%
IP
396
Investment Partners
Ohio
$704K -$259K -2,482 -27%
OBWG
397
Onyx Bridge Wealth Group
New York
$697K -$10.1K -95 -1%
WP
398
Wealthspan Partners
Iowa
$697K +$4.48K +43 +0.6%
ADL
399
Asset Dedication LLC
California
$696K +$417 +4 +0.1%
GWM
400
Gray Wealth Management
Maine
$694K +$16.2K +155 +2%
14 15
16
17 18