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iShares Core High Dividend ETF
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Overview Fund Activity

728 hedge funds and large institutions have $7.65B invested in iShares Core High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 323 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+120
Holders Change %
+19.74%
% of All Funds
12.31%
Holding in Top 10
52
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+92.59%
% of All Funds
0.88%
New
170
Increased
323
Reduced
120
Closed
42
Calls
$16.1M
Puts
$3.44M
Net Calls
+$12.6M
Net Calls Change
-$67.1M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.22B
2
Truist Financial
2
Truist Financial
North Carolina
$320M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$266M
4
AIA
4
Angeles Investment Advisors
California
$217M
5
BlackRock
5
BlackRock
New York
$234M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$28.3M
2
SCA
2
Stuart Chaussee & Associates
California
$0
3
Charles Schwab
3
Charles Schwab
California
$682K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
426
Ameritas Advisory Services
Nebraska
$558K +$97.8K +974 +21%
SVWAG
427
Sound View Wealth Advisors Group
Georgia
$552K -$97.6K -973 -15%
WB
428
WesBanco Bank
West Virginia
$550K -$151K -1,500 -21%
MA
429
MUFG Americas
New York
$546K – – –
CWP
430
CFM Wealth Partners
Texas
$546K +$72.4K +721 +15%
AWM
431
Altium Wealth Management
New York
$542K -$31.2K -311 -5%
MWM
432
Marion Wealth Management
Pennsylvania
$536K -$189K -1,882 -26%
DWM
433
Destination Wealth Management
California
$534K +$226K +2,255 +74%
MCM
434
MAI Capital Management
Ohio
$530K +$115K +1,150 +28%
HFG
435
Heron Financial Group
New York
$529K -$1.51K -15 -0.3%
CAM
436
Cresset Asset Management
Illinois
$524K +$310K +3,085 +145%
SFG
437
Sovereign Financial Group
Connecticut
$524K +$524K +5,222 New
CMI
438
Clare Market Investments
Texas
$522K +$522K +5,200 New
TA
439
Tectonic Advisors
Texas
$518K -$21.9K -218 -4%
MCCP
440
Mission Creek Capital Partners
California
$517K +$10.5K +105 +2%
KWM
441
Kingsview Wealth Management
Oregon
$512K +$86.4K +861 +20%
VCM
442
Virtue Capital Management
Tennessee
$511K +$511K +5,093 New
SP
443
Successful Portfolios
Florida
$510K +$510K +5,079 New
FHC
444
First Heartland Consultants
Missouri
$509K +$300K +2,993 +144%
FI
445
Financial Insights
Washington
$506K +$6.33K +63 +1%
First Manhattan
446
First Manhattan
New York
$505K -$7.72K -77 -2%
KFP
447
KMG Fiduciary Partners
Ohio
$501K -$481K -4,784 -49%
CPSAC
448
Chas P. Smith & Associates (CPS)
Florida
$500K -$9.03K -90 -2%
PG
449
Patten Group
Tennessee
$500K -$5.24K -52 -1%
AIM
450
Anchor Investment Management
South Carolina
$498K +$94.3K +939 +23%
16 17
18
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