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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.

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
1
Wells Fargo
California
$330M
2
Bank of America
2
Bank of America
North Carolina
$684M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$98.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$186M
5
Truist Financial
5
Truist Financial
North Carolina
$462M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$350K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$451M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$5.65M
4
LPL Financial
4
LPL Financial
California
$195M
5
Morgan Stanley
5
Morgan Stanley
New York
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$52.6M +$6.32M +60,614 +14%
CWM
27
Calamos Wealth Management
Illinois
$51.9M +$7.68M +73,659 +17%
AIA
28
Angeles Investment Advisors
California
$51.3M -$65.7M -630,660 -56%
HCM
29
Hengehold Capital Management
Ohio
$47.3M +$396K +3,802 +0.8%
KAS
30
Kestra Advisory Services
Texas
$45.7M +$11.5M +110,326 +34%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$45.7M +$780K +7,482 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$42.8M -$30.5M -293,014 -42%
OPS
33
Orion Portfolio Solutions
Nebraska
$36.8M +$33.4M +320,370 +987%
SR
34
Swiss Re
Switzerland
$34.2M -$24.7M -236,850 -42%
SPIA
35
Steward Partners Investment Advisory
New York
$33.2M +$930K +8,922 +3%
FMLI
36
Fukoku Mutual Life Insurance
Japan
$32.9M – – –
CAN
37
Cetera Advisor Networks
California
$31.6M +$2.46M +23,569 +8%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$31.1M -$2.56M -24,546 -8%
Jane Street
39
Jane Street
New York
$31.1M +$25.2M +241,619 +429%
AWM
40
AE Wealth Management
Kansas
$30.9M +$4.53M +43,502 +17%
WA
41
Waverly Advisors
Alabama
$29.1M +$2.52M +24,217 +10%
RJA
42
Raymond James & Associates
Florida
$27.9M +$370K +3,550 +1%
AWS
43
Atria Wealth Solutions
New York
$27.4M -$1.15M -11,056 -4%
WBG
44
Wharton Business Group
Pennsylvania
$26.7M -$22.9K -220 -0.1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$26.2M -$3.24M -31,077 -11%
SFG
46
SNS Financial Group
Minnesota
$25.7M +$3.05M +29,273 +13%
RFC
47
Regions Financial Corp
Alabama
$25.1M +$15.6M +149,483 +164%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$24.5M +$271K +2,596 +1%
SB
49
Simmons Bank
Arkansas
$24.1M +$2.95M +28,345 +14%
BCI
50
Brinker Capital Investments
Pennsylvania
$24M +$3.95M +37,875 +20%
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