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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.

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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$700M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$100M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
AIA
4
Angeles Investment Advisors
California
$103M
5
PP
5
Prudential plc
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$54.9M 601,260 -177,744 -23%
SR
27
Swiss Re
Switzerland
$51.6M 564,820 – –
LIA
28
LBMC Investment Advisors
Tennessee
$46.4M 508,378 +2,123 +0.4%
HCM
29
Hengehold Capital Management
Ohio
$41M 449,660 +312,505 +228%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$40.6M 444,337 +82,122 +23%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$39.3M 430,824 -13,494 -3%
CWM
32
Calamos Wealth Management
Illinois
$38.7M 424,289 +164,880 +64%
5L
33
55I LLC
Massachusetts
$32.9M 359,881 -234,704 -39%
KAS
34
Kestra Advisory Services
Texas
$30M 328,192 +129,832 +65%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$29.9M 323,301 +41,573 +15%
FMLI
36
Fukoku Mutual Life Insurance
Japan
$28.8M 316,000 – –
SPIA
37
Steward Partners Investment Advisory
New York
$28.3M 310,053 +1,389 +0.5%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$25.8M 282,351 +15,531 +6%
CAN
39
Cetera Advisor Networks
California
$25.5M 279,863 +33,029 +13%
AWS
40
Atria Wealth Solutions
New York
$25M 273,503 -33,175 -11%
RJA
41
Raymond James & Associates
Florida
$24.1M 263,752 -24,430 -8%
WBG
42
Wharton Business Group
Pennsylvania
$23.4M 256,049 +13,140 +5%
WA
43
Waverly Advisors
Alabama
$23.3M 254,912 +223,163 +703%
AWM
44
AE Wealth Management
Kansas
$23.1M 252,577 -29,275 -10%
Creative Planning
45
Creative Planning
Kansas
$22.9M 250,466 -14,537 -5%
Two Sigma Investments
46
Two Sigma Investments
New York
$22.9M 250,352 +60,400 +32%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$21.2M 231,973 +91,115 +65%
AAS
48
Avantax Advisory Services
Texas
$19.9M 217,729 -4,815 -2%
SFG
49
SNS Financial Group
Minnesota
$19.8M 217,197 -4,186 -2%
Stifel Financial
50
Stifel Financial
Missouri
$19.4M 212,105 +14,261 +7%
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