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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 %
TP
426
Tranquility Partners
Tennessee
$429K -$8.06K -80 -2%
TW
427
TrinityPoint Wealth
Connecticut
$428K -$302 -3 -0.1%
MA
428
MCF Advisors
Kentucky
$428K – – –
ACM
429
Advisors Capital Management
New Jersey
$427K +$82K +813 +24%
CWP
430
CFM Wealth Partners
Texas
$421K – – –
WA
431
Wealth Alliance
New York
$416K +$416K +4,129 New
WP
432
Wealthspan Partners
Iowa
$416K -$151K -1,499 -27%
NGA
433
Naples Global Advisors
Florida
$415K -$51.4K -510 -11%
PFA
434
Pettinga Financial Advisors
Indiana
$412K -$231K -2,289 -36%
C1AG
435
Client 1st Advisory Group
Florida
$411K -$112K -1,110 -21%
TVAMP
436
Tennessee Valley Asset Management Partners
Tennessee
$410K +$21.7K +215 +6%
HWA
437
HCR Wealth Advisors
California
$407K – – –
PWM
438
PBMares Wealth Management
Virginia
$403K +$2.02K +20 +0.5%
MM
439
Meridian Management
Arkansas
$403K – – –
CIA
440
Capital Investment Advisors
Georgia
$402K +$605 +6 +0.2%
MFS
441
Madrona Financial Services
Washington
$399K +$3.13K +31 +0.8%
HFG
442
Heron Financial Group
New York
$397K +$2.02K +20 +0.5%
GS
443
GTS Securities
New York
$393K +$393K +3,895 New
WA
444
WBH Advisory
Maryland
$392K +$11.2K +111 +3%
AssetMark Inc
445
AssetMark Inc
California
$392K +$392K +3,888 New
FA
446
FDx Advisors
Illinois
$389K +$6.25K +62 +2%
ICP
447
Interchange Capital Partners
Pennsylvania
$389K -$6.85K -68 -2%
FSA
448
Fort Sheridan Advisors
Illinois
$388K +$20.4K +202 +6%
AG
449
Ascent Group
Virginia
$387K -$26.8K -260 -6%
FFA
450
Farther Finance Advisors
California
$385K -$53.4K -530 -12%
16 17
18
19 20