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iShares Core High Dividend ETF
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Overview Fund Activity

702 hedge funds and large institutions have $6.33B invested in iShares Core High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 267 increasing their positions, 252 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
-26
Holders Change %
-3.57%
% of All Funds
12.14%
Holding in Top 10
39
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25%
% of All Funds
0.67%
New
64
Increased
267
Reduced
252
Closed
76
Calls
$41.7M
Puts
$10M
Net Calls
+$31.7M
Net Calls Change
+$19.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$482M
2
Truist Financial
Truist Financial
North Carolina
$352M
3
Wells Fargo
Wells Fargo
California
$165M
4
HCM
Hengehold Capital Management
Ohio
$41M
5
MYLI
Meiji Yasuda Life Insurance
Japan
$112M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$700M
2
Osaic Holdings
Osaic Holdings
Arizona
$100M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
AIA
Angeles Investment Advisors
California
$103M
5
PP
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
451
Cornerstone Wealth Management
Missouri
$447K +$22.7K +248 +5%
KFP
452
KMG Fiduciary Partners
Ohio
$445K -$9.94K -109 -2%
MCCP
453
Mission Creek Capital Partners
California
$443K -$26.8K -294 -6%
BFA
454
Beacon Financial Advisory
Ohio
$440K +$36.2K +396 +9%
C1AG
455
Client 1st Advisory Group
Florida
$437K +$437K +4,782 New
BB
456
Berkshire Bank
Massachusetts
$436K +$57.7K +631 +15%
CWP
457
CFM Wealth Partners
Texas
$433K -$63.3K -693 -13%
BBP
458
Banco BTG Pactual
Brazil
$433K +$433K +4,743 New
FDCDDQ
459
Federation des caisses Desjardins du Quebec
Quebec, Canada
$432K -$2.47K -27 -0.6%
RIA
460
Richwood Investment Advisors
Ohio
$431K – – –
APC
461
Aspire Private Capital
North Carolina
$428K -$17.7K -194 -4%
MLA
462
My Legacy Advisors
Oregon
$426K +$138K +1,454 +48%
Lido Advisors
463
Lido Advisors
California
$425K +$46.3K +508 +12%
NGA
464
Naples Global Advisors
Florida
$422K – – –
WHCI
465
W.H. Cornerstone Investments
Massachusetts
$421K +$421K +4,485 New
CPSAC
466
Chas P. Smith & Associates (CPS)
Florida
$416K -$38.8K -425 -9%
RBFC
467
Roman Butler Fullerton & Co
Missouri
$413K +$846 +9 +0.2%
DJYG
468
David J. Yvars Group
Florida
$410K -$36.1K -395 -8%
FA
469
FDx Advisors
Illinois
$408K -$16.1K -176 -4%
PSF
470
Pacific Sun Financial
California
$407K -$13.7K -150 -3%
DWM
471
Destination Wealth Management
California
$405K -$81.1K -887 -17%
SFG
472
Sovereign Financial Group
Connecticut
$403K -$73.9K -809 -15%
AWA
473
Arete Wealth Advisors
Illinois
$403K +$403K +4,414 New
AWM
474
Angeles Wealth Management
California
$402K – – –
KWM
475
Kingsview Wealth Management
Oregon
$401K -$65.1K -712 -14%
17 18
19
20 21