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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 %
Fifth Third Bancorp
451
Fifth Third Bancorp
Ohio
$402K +$401K +3,940 +30,308%
PIM
452
Parker Investment Management
California
$400K +$400K +3,933 New
SL
453
SWMG LLC
Texas
$400K +$3.86K +38 +1%
MFS
454
Madrona Financial Services
Washington
$399K +$4.17K +41 +1%
ICP
455
Interchange Capital Partners
Pennsylvania
$399K +$82.3K +810 +26%
HFG
456
Heron Financial Group
New York
$398K -$59.8K -588 -13%
1WM
457
1900 Wealth Management
Texas
$397K – – –
FA
458
FDx Advisors
Illinois
$396K – – –
RFA
459
Resurgent Financial Advisors
Georgia
$394K -$5.39K -53 -1%
BWM
460
Birchcreek Wealth Management
Ohio
$392K +$392K +3,858 New
TVAMP
461
Tennessee Valley Asset Management Partners
Tennessee
$392K +$2.03K +20 +0.5%
WA
462
WBH Advisory
Maryland
$384K +$384K +3,782 New
TFGT
463
TS Financial Group (TSFG)
Illinois
$383K -$102 -1 -0%
MIC
464
Means Investment Company
Maine
$381K +$2.95K +29 +0.8%
LSPW
465
Lake Street Private Wealth
Illinois
$380K -$5.08K -50 -1%
ES
466
Eagle Strategies
New York
$378K +$23.9K +235 +7%
ZIG
467
Zullo Investment Group
Pennsylvania
$376K – – –
TC
468
Trust Company
Kansas
$375K – – –
TF
469
TIAA FSB
Florida
$371K +$371K +3,653 New
FSA
470
Fort Sheridan Advisors
Illinois
$371K +$371K +3,650 New
MWM
471
Modera Wealth Management
New Jersey
$370K – – –
WAOTB
472
Wealth Advisors of Tampa Bay
Florida
$369K -$65.6K -645 -15%
SMC
473
Smith, Moore & Co
Missouri
$367K +$15.5K +152 +4%
FCM
474
Firestone Capital Management
Florida
$366K – – –
AWAG
475
ARS Wealth Advisors Group
Florida
$365K – – –
17 18
19
20 21