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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 %
KWM
401
Kingsview Wealth Management
Oregon
$535K +$21K +207 +4%
SWRP
402
Summit Wealth & Retirement Planning
California
$532K +$68.1K +670 +15%
CAM
403
Cresset Asset Management
Illinois
$530K -$1.12K -11 -0.2%
TSS
404
Two Sigma Securities
New York
$527K +$527K +5,187 New
C1AG
405
Client 1st Advisory Group
Florida
$527K -$73.8K -726 -12%
SIC
406
Sigma Investment Counselors
Michigan
$523K – – –
First Manhattan
407
First Manhattan
New York
$512K – – –
MWM
408
Marion Wealth Management
Pennsylvania
$510K +$11.5K +113 +2%
T
409
TNF
Montana
$510K -$5.34K -52 -1%
CWS
410
Cypress Wealth Services
California
$507K -$750K -7,382 -60%
FI
411
Financial Insights
Washington
$505K -$8.95K -88 -2%
MCCP
412
Mission Creek Capital Partners
California
$496K +$1.63K +16 +0.3%
VC
413
Vicus Capital
Pennsylvania
$494K +$4.07K +40 +0.8%
CWG
414
Crown Wealth Group
North Carolina
$492K -$113K -1,110 -19%
TA
415
Tectonic Advisors
Texas
$486K -$6.41K -63 -1%
TC
416
TownSquare Capital
Utah
$485K +$220K +2,164 +83%
RBFC
417
Roman Butler Fullerton & Co
Missouri
$483K +$31.5K +307 +7%
RIA
418
Richwood Investment Advisors
Ohio
$480K – – –
ARC
419
Advisor Resource Council
Texas
$478K +$218K +2,095 +83%
WP
420
WealthSource Partners
California
$475K -$186K -1,828 -28%
TA
421
TrueWealth Advisors
Alabama
$472K -$84.8K -834 -15%
PGFC
422
Peapack-Gladstone Financial Corp
New Jersey
$471K – – –
NGA
423
Naples Global Advisors
Florida
$470K -$13.6K -134 -3%
CAG
424
Csenge Advisory Group
Florida
$469K -$200K -1,964 -30%
KIA
425
KCM Investment Advisors
California
$465K – – –
15 16
17
18 19