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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 %
CAN
426
Claraphi Advisory Network
United States
$601K +$601K +5,766 New
BPA
427
Beacon Pointe Advisors
California
$601K +$601K +5,761 New
FNWM
428
Financial Network Wealth Management
Utah
$595K -$417 -4 -0.1%
PWP
429
Pursue Wealth Partners
California
$591K – – –
SWM
430
Sugarloaf Wealth Management
Georgia
$588K -$50.1K -481 -8%
SB
431
Strategic Blueprint
Georgia
$571K -$1.7M -16,318 -75%
WB
432
WesBanco Bank
West Virginia
$571K +$17.1K +164 +3%
AG
433
Ascent Group
Virginia
$571K +$119K +1,139 +26%
TA
434
TrueWealth Advisors
Alabama
$571K -$278K -2,663 -33%
AIM
435
Anchor Investment Management
South Carolina
$568K +$25.6K +246 +5%
SC
436
Savant Capital
Illinois
$568K -$32.6K -329 -5%
WIM
437
WealthPlan Investment Management
Nebraska
$567K -$18.9K -179 -3%
BHPW
438
Beverly Hills Private Wealth
California
$566K +$566K +5,429 New
WP
439
WealthPLAN Partners
Nebraska
$564K +$564K +5,366 New
BWM
440
BCS Wealth Management
Tennessee
$559K -$21.2K -204 -4%
HWMA
441
Heritage Wealth Management (Arizona)
Arizona
$557K +$529K +5,075 +1,873%
PVAMC
442
PPS&V Asset Management Consultants
Michigan
$548K +$548K +5,258 New
CAM
443
Cresset Asset Management
Illinois
$543K -$26K -250 -5%
SIC
444
Sigma Investment Counselors
Michigan
$537K +$21.4K +205 +4%
AIM
445
Astor Investment Management
Illinois
$533K +$533K +5,113 New
FI
446
Financial Insights
Washington
$527K +$3.13K +30 +0.6%
KWM
447
Kingsview Wealth Management
Oregon
$527K +$69K +662 +15%
First Manhattan
448
First Manhattan
New York
$525K – – –
T
449
TNF
Montana
$522K -$2.49M -23,950 -83%
DWP
450
Destiny Wealth Partners
Florida
$516K +$190K +1,819 +58%
16 17
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