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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 %
MWM
451
Marion Wealth Management
Pennsylvania
$511K -$7.3K -70 -1%
SFO
452
Stokes Family Office
Louisiana
$510K -$8.04M -77,105 -94%
MCCP
453
Mission Creek Capital Partners
California
$507K +$1.67K +16 +0.3%
TA
454
Tectonic Advisors
Texas
$505K -$31.1K -298 -6%
SFA
455
Sequoia Financial Advisors
Ohio
$504K +$191K +1,835 +61%
VC
456
Vicus Capital
Pennsylvania
$502K -$661K -6,345 -57%
NGA
457
Naples Global Advisors
Florida
$496K +$14K +134 +3%
KWS
458
Keystone Wealth Services
California
$496K -$845K -8,105 -63%
RIA
459
Richwood Investment Advisors
Ohio
$492K – – –
DCBT
460
Dakota Community Bank & Trust
North Dakota
$492K +$492K +4,724 New
C
461
CFO4Life
Texas
$492K +$492K +4,716 New
CG
462
CFO4Life Group
Texas
$492K +$492K +4,716 New
FIA
463
Foundations Investment Advisors
Arizona
$488K -$6.85M -65,710 -93%
HSA
464
HBK Sorce Advisory
Pennsylvania
$486K +$161K +1,546 +50%
KIA
465
KCM Investment Advisors
California
$477K -$80.8K -775 -14%
SWRP
466
Summit Wealth & Retirement Planning
California
$476K -$40.9K -392 -8%
CPSAC
467
Chas P. Smith & Associates (CPS)
Florida
$474K -$834 -8 -0.2%
KFP
468
KMG Fiduciary Partners
Ohio
$474K -$34.7K -333 -7%
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$473K -$74.1K -711 -14%
HFG
470
Heron Financial Group
New York
$470K -$77.4K -741 -14%
DJYG
471
David J. Yvars Group
Florida
$470K +$2.29K +22 +0.5%
PGFC
472
Peapack-Gladstone Financial Corp
New Jersey
$469K +$222K +2,133 +90%
RBFC
473
Roman Butler Fullerton & Co
Missouri
$466K +$848 +8 +0.2%
PSF
474
Pacific Sun Financial
California
$465K – – –
AAS
475
Ameritas Advisory Services
Nebraska
$457K -$102K -983 -18%
17 18
19
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