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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 %
DJYG
426
David J. Yvars Group
Florida
$461K +$2.14K +21 +0.5%
GWM
427
Greenwich Wealth Management
Connecticut
$459K +$31.5K +310 +7%
FFA
428
Farther Finance Advisors
California
$442K +$149K +1,466 +51%
SFA
429
Sequoia Financial Advisors
Ohio
$441K -$50.6K -498 -10%
CWM
430
Calamos Wealth Management
Illinois
$441K -$50.2M -493,611 -99%
TP
431
Tranquility Partners
Tennessee
$440K – – –
TW
432
TrinityPoint Wealth
Connecticut
$432K – – –
MA
433
MCF Advisors
Kentucky
$432K – – –
CCM
434
Coldstream Capital Management
Washington
$431K -$7.32K -72 -2%
CA
435
Claro Advisors
Massachusetts
$430K +$430K +4,227 New
SWA
436
Stratos Wealth Advisors
Ohio
$428K -$163K -1,606 -28%
FDCDDQ
437
Federation des caisses Desjardins du Quebec
Quebec, Canada
$426K +$5.39K +53 +1%
CWP
438
CFM Wealth Partners
Texas
$425K -$12K -118 -3%
KFP
439
KMG Fiduciary Partners
Ohio
$424K -$37.8K -372 -8%
DAS
440
Dynamic Advisor Solutions
Arizona
$421K -$237K -2,328 -36%
MWM
441
Merriman Wealth Management
Washington
$418K +$35.1K +345 +9%
FB
442
Fulton Bank
Pennsylvania
$415K +$213K +2,093 +105%
FA
443
Flagstar Advisors
New York
$411K -$586K -5,765 -59%
HWA
444
HCR Wealth Advisors
California
$411K – – –
AG
445
Ascent Group
Virginia
$409K -$148K -1,454 -27%
MM
446
Meridian Management
Arkansas
$407K – – –
CPSAC
447
Chas P. Smith & Associates (CPS)
Florida
$406K -$55.9K -550 -12%
MWP
448
Madison Wealth Partners
Wisconsin
$406K +$65.9K +648 +19%
CIA
449
Capital Investment Advisors
Georgia
$405K +$79.1K +778 +24%
PWM
450
PBMares Wealth Management
Virginia
$405K +$2.75K +27 +0.7%
16 17
18
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