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iShares Core High Dividend ETF
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Overview Fund Activity

706 hedge funds and large institutions have $4.67B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 273 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
11.14%
Holding in Top 10
36
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.2%
% of All Funds
0.57%
New
53
Increased
226
Reduced
273
Closed
49
Calls
$12.1M
Puts
$2.08M
Net Calls
+$10M
Net Calls Change
-$43.3M

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$116M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$24.3M
3
Jane Street
3
Jane Street
New York
$18.5M
4
WAM
4
WNY Asset Management
New York
$15.5M
5
TA
5
Townsend & Associates
Colorado
$20.9M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.16M
2
Truist Financial
2
Truist Financial
North Carolina
$133M
3
Bank of America
3
Bank of America
North Carolina
$562M
4
SR
4
Swiss Re
Switzerland
$0
5
FMLI
5
Fukoku Mutual Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$35.3M +$2.79M +27,717 +9%
RJA
27
Raymond James & Associates
Florida
$31.4M -$119K -1,183 -0.4%
CH
28
CVS Health
Rhode Island
$30.9M -$17.1M -170,045 -36%
MML Investors Services
29
MML Investors Services
Massachusetts
$30.2M +$57.3K +568 +0.2%
SPIA
30
Steward Partners Investment Advisory
New York
$29.6M -$1.5M -14,888 -5%
Federated Hermes
31
Federated Hermes
Pennsylvania
$24.3M +$23.5M +233,591 +3,034%
AAS
32
Avantax Advisory Services
Texas
$24M +$463K +4,589 +2%
WBG
33
Wharton Business Group
Pennsylvania
$23.8M -$2.16M -21,395 -8%
AWS
34
Atria Wealth Solutions
New York
$23.8M -$965K -9,573 -4%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$23.6M +$42K +417 +0.2%
RW
36
Regimen Wealth
Georgia
$22.7M +$1.52M +15,065 +7%
WA
37
Waverly Advisors
Alabama
$21.7M -$3.47M -34,455 -14%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$21M -$2.67M -26,540 -11%
TA
39
Townsend & Associates
Colorado
$20.9M +$11M +105,393 +110%
Creative Planning
40
Creative Planning
Kansas
$20.2M +$580K +5,759 +3%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$19.9M +$1.85M +18,306 +10%
AllianceBernstein
42
AllianceBernstein
Tennessee
$19.7M +$3.4M +33,770 +21%
SB
43
Simmons Bank
Arkansas
$18.9M -$1.17M -11,566 -6%
OPS
44
Orion Portfolio Solutions
Nebraska
$18.6M +$1.9M +18,821 +11%
BCI
45
Brinker Capital Investments
Pennsylvania
$18.6M +$1.9M +18,821 +11%
Jane Street
46
Jane Street
New York
$18.5M +$18.2M +180,608 +5,745%
GWM
47
GDS Wealth Management
Texas
$17.8M +$1.11M +10,982 +7%
AWM
48
AE Wealth Management
Kansas
$17.6M +$1.27M +12,596 +8%
Stifel Financial
49
Stifel Financial
Missouri
$17.1M +$800K +7,934 +5%
HCP
50
Holt Capital Partners
Texas
$16.8M +$179K +1,775 +1%
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