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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 %
CWM
376
Cornerstone Wealth Management
Missouri
$631K +$631K +6,212 New
SWM
377
Spire Wealth Management
Virginia
$630K -$244K -2,404 -28%
RBC
378
Romano Brothers & Co
Illinois
$624K -$24.4K -240 -4%
SW
379
SVB Wealth
Massachusetts
$624K +$18.6K +183 +3%
TWA
380
Talisman Wealth Advisors
New Jersey
$623K +$1.02K +10 +0.2%
CCA
381
Cobblestone Capital Advisors
New York
$619K – – –
AIA
382
Avalon Investment & Advisory
Texas
$598K – – –
BDF
383
Black Diamond Financial
Maryland
$596K – – –
FNWM
384
Financial Network Wealth Management
Utah
$580K – – –
PWP
385
Pursue Wealth Partners
California
$576K – – –
SWM
386
Sugarloaf Wealth Management
Georgia
$573K – – –
DWM
387
Destination Wealth Management
California
$573K -$37.3K -367 -6%
SC
388
Savant Capital
Illinois
$572K -$10.3K -101 -2%
WP
389
Wealthspan Partners
Iowa
$572K -$108K -1,061 -16%
LWM
390
Liberty Wealth Management
California
$571K +$571K +5,619 New
GFS
391
GYL Financial Synergies
Connecticut
$565K -$144K -1,415 -20%
AOWM
392
Alpha Omega Wealth Management
Virginia
$564K -$63K -620 -10%
AWM
393
Accurate Wealth Management
Florida
$564K +$562K +5,420 +24,636%
KTC
394
Kistler-Tiffany Companies
Pennsylvania
$547K -$40.6K -399 -7%
CPFP
395
Clear Perspectives Financial Planning
Ohio
$544K -$5.14M -50,560 -90%
WB
396
WesBanco Bank
West Virginia
$544K -$12.7K -125 -2%
MGIA
397
Moneta Group Investment Advisors
Missouri
$540K -$273K -2,687 -34%
FFN
398
Focus Financial Network
Minnesota
$538K -$1.51M -14,821 -74%
PVAMC
399
PPS&V Asset Management Consultants
Michigan
$536K +$1.32K +13 +0.2%
BWM
400
BCS Wealth Management
Tennessee
$535K -$10.2K -100 -2%
14 15
16
17 18