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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 %
CCA
376
Cobblestone Capital Advisors
New York
$614K – – –
DWM
377
Destination Wealth Management
California
$597K +$28.7K +285 +5%
FNWM
378
Financial Network Wealth Management
Utah
$594K – – –
BDF
379
Black Diamond Financial
Maryland
$591K – – –
FIA
380
Foundations Investment Advisors
Arizona
$586K +$344K +3,417 +143%
SWA
381
Stratos Wealth Advisors
Ohio
$580K +$156K +1,550 +37%
KWM
382
Kingsview Wealth Management
Oregon
$579K +$49.6K +492 +9%
SWM
383
Spire Wealth Management
Virginia
$579K -$45.6K -452 -7%
MCM
384
MAI Capital Management
Ohio
$579K -$59K -585 -9%
FFN
385
Focus Financial Network
Minnesota
$578K +$43.6K +433 +8%
PTC
386
Private Trust Company
Ohio
$576K -$126K -1,255 -18%
MGIA
387
Moneta Group Investment Advisors
Missouri
$574K +$38.5K +382 +7%
CWM
388
Calamos Wealth Management
Illinois
$573K +$135K +1,344 +31%
SWRP
389
Summit Wealth & Retirement Planning
California
$571K +$43.9K +436 +8%
PWP
390
Pursue Wealth Partners
California
$571K – – –
SIC
391
Sigma Investment Counselors
Michigan
$569K +$50.4K +500 +10%
SC
392
Savant Capital
Illinois
$569K +$2.22K +22 +0.4%
SWM
393
Sugarloaf Wealth Management
Georgia
$568K – – –
CWM
394
Cornerstone Wealth Management
Missouri
$565K -$61.1K -606 -10%
LP
395
LGL Partners
Pennsylvania
$553K +$553K +5,488 New
AOWM
396
Alpha Omega Wealth Management
Virginia
$552K -$7.06K -70 -1%
PWP
397
Perfromance Wealth Partners
Illinois
$547K -$87.1K -863 -14%
GFS
398
GYL Financial Synergies
Connecticut
$541K -$19.2K -190 -3%
MWM
399
Merriman Wealth Management
Washington
$537K +$122K +1,215 +30%
TI
400
Trexquant Investment
Connecticut
$533K +$533K +5,286 New
14 15
16
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