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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 %
PVAMC
401
PPS&V Asset Management Consultants
Michigan
$532K +$1.11K +11 +0.2%
BWM
402
BCS Wealth Management
Tennessee
$531K – – –
WB
403
WesBanco Bank
West Virginia
$525K -$15.1K -150 -3%
RBFC
404
Roman Butler Fullerton & Co
Missouri
$513K +$35.1K +346 +7%
GCM
405
Gallacher Capital Management
Colorado
$512K -$137K -1,363 -21%
MWM
406
Marion Wealth Management
Pennsylvania
$509K +$3.23K +32 +0.6%
First Manhattan
407
First Manhattan
New York
$508K – – –
FI
408
Financial Insights
Washington
$501K – – –
BWM
409
Birchcreek Wealth Management
Ohio
$501K +$112K +1,108 +29%
MCCP
410
Mission Creek Capital Partners
California
$493K +$1.21K +12 +0.2%
RIA
411
Richwood Investment Advisors
Ohio
$489K +$12.8K +127 +3%
T
412
TNF
Montana
$483K -$17K -169 -3%
KTC
413
Kistler-Tiffany Companies
Pennsylvania
$481K -$61.7K -612 -11%
ARC
414
Advisor Resource Council
Texas
$464K – – –
KIA
415
KCM Investment Advisors
California
$461K – – –
LWM
416
Liberty Wealth Management
California
$456K -$110K -1,095 -19%
FTUS
417
Flow Traders U.S.
New York
$454K -$777K -7,710 -63%
WP
418
WealthSource Partners
California
$454K -$16.9K -168 -4%
PSF
419
Pacific Sun Financial
California
$453K +$453K +4,459 New
Walleye Trading
420
Walleye Trading
New York
$451K +$451K +4,472 New
TA
421
Tectonic Advisors
Texas
$451K -$31.6K -314 -7%
ES
422
Eagle Strategies
New York
$448K +$73.3K +727 +20%
VC
423
Vicus Capital
Pennsylvania
$440K -$49.4K -490 -10%
CA
424
Claro Advisors
Massachusetts
$437K +$11.1K +110 +3%
EFM
425
Eley Financial Management
Vermont
$429K +$429K +4,258 New
15 16
17
18 19