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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 %
RVPG
401
Relative Value Partners Group
$692K – – –
CAG
402
Csenge Advisory Group
Florida
$686K -$472K -4,524 -41%
WP
403
WealthSource Partners
California
$677K -$15.4M -147,589 -96%
DAS
404
Dynamic Advisor Solutions
Arizona
$675K +$106K +1,021 +19%
PTC
405
Philadelphia Trust Company
Pennsylvania
$669K – – –
PTC
406
Private Trust Company
Ohio
$667K +$28.9K +277 +5%
RBC
407
Romano Brothers & Co
Illinois
$665K +$5.21K +50 +0.8%
IWA
408
Inspirion Wealth Advisors
Illinois
$654K +$1.56K +15 +0.2%
MCC
409
Money Concepts Capital
Florida
$647K +$516K +4,952 +396%
AOWM
410
Alpha Omega Wealth Management
Virginia
$643K +$1.36K +13 +0.2%
SIA
411
Soltis Investment Advisors
Utah
$642K +$186K +1,788 +41%
TWA
412
Talisman Wealth Advisors
New Jersey
$638K +$638K +6,118 New
MCM
413
MAI Capital Management
Ohio
$635K +$84.1K +807 +15%
CCA
414
Cobblestone Capital Advisors
New York
$635K +$26.1K +250 +4%
DWM
415
Destination Wealth Management
California
$626K +$164K +1,570 +35%
FAM
416
Formidable Asset Management
Ohio
$625K – – –
SW
417
SVB Wealth
Massachusetts
$621K -$168K -1,612 -21%
SW
418
SteelPeak Wealth
California
$621K -$3.92M -37,558 -86%
CWG
419
Crown Wealth Group
North Carolina
$620K – – –
CFG
420
Cooper Financial Group
California
$618K -$59.6K -572 -9%
C1AG
421
Client 1st Advisory Group
Florida
$616K +$118K +1,130 +24%
AIA
422
Avalon Investment & Advisory
Texas
$613K – – –
BDF
423
Black Diamond Financial
Maryland
$611K – – –
SWA
424
Stratos Wealth Advisors
Ohio
$606K -$273K -2,621 -31%
KTC
425
Kistler-Tiffany Companies
Pennsylvania
$603K +$730 +7 +0.1%
15 16
17
18 19