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iShares Core High Dividend ETF
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Overview Fund Activity

694 hedge funds and large institutions have $4.46B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 295 reducing their positions, and 54 closing their positions.

Holders
694
Holders Change
-12
Holders Change %
-1.7%
% of All Funds
11.07%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.54%
New
47
Increased
165
Reduced
295
Closed
54
Calls
$17.8M
Puts
$2.13M
Net Calls
+$15.7M
Net Calls Change
+$5.66M

Top Buyers

1
MYLI
1
Meiji Yasuda Life Insurance
Japan
$248M
2
KAM
2
Kensington Asset Management
Texas
$39.6M
3
B
3
Barings
North Carolina
$31.4M
4
PP
4
Prudential plc
United Kingdom
$28.2M
5
Comerica Bank
5
Comerica Bank
Texas
$25.5M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$3.96M
2
EWA
2
EP Wealth Advisors
California
$1.19M
3
BlackRock
3
BlackRock
New York
$45.7M
4
Bank of America
4
Bank of America
North Carolina
$519M
5
UBS Group
5
UBS Group
Switzerland
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
26
Townsend & Associates
Colorado
$32.7M +$13.8M +147,285 +73%
B
27
Barings
North Carolina
$31.4M +$31.4M +317,248 New
RJA
28
Raymond James & Associates
Florida
$30.3M -$458K -4,632 -1%
CH
29
CVS Health
Rhode Island
$30.3M – – –
PP
30
Prudential plc
United Kingdom
$28.2M +$28.2M +284,795 New
SPIA
31
Steward Partners Investment Advisory
New York
$27.6M -$1.47M -14,899 -5%
MML Investors Services
32
MML Investors Services
Massachusetts
$26.9M -$2.67M -27,027 -9%
Comerica Bank
33
Comerica Bank
Texas
$25.5M +$25.5M +257,905 New
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$23.8M +$23.8M +240,426 New
RW
35
Regimen Wealth
Georgia
$23M +$749K +7,575 +3%
WBG
36
Wharton Business Group
Pennsylvania
$23M -$391K -3,955 -2%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$23M -$194K -1,963 -0.8%
AWS
38
Atria Wealth Solutions
New York
$21.4M -$1.96M -19,770 -8%
Creative Planning
39
Creative Planning
Kansas
$21.1M +$1.23M +12,416 +6%
CAN
40
Cetera Advisor Networks
California
$20.9M -$17.6M -177,669 -46%
AllianceBernstein
41
AllianceBernstein
Tennessee
$20.4M +$1.05M +10,662 +5%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$19.9M +$401K +4,054 +2%
GWM
43
GDS Wealth Management
Texas
$18.9M +$1.44M +14,595 +8%
WA
44
Waverly Advisors
Alabama
$18.7M -$2.64M -26,675 -12%
SB
45
Simmons Bank
Arkansas
$17.3M -$1.27M -12,859 -7%
HCP
46
Holt Capital Partners
Texas
$16.3M -$234K -2,362 -1%
WAM
47
WNY Asset Management
New York
$15.5M +$355K +3,592 +2%
Stifel Financial
48
Stifel Financial
Missouri
$15M -$1.8M -18,237 -11%
VCS
49
Vaughan & Co Securities
New Jersey
$14.4M +$328K +3,321 +2%
KBFS
50
Kohmann Bosshard Financial Services
Ohio
$13.7M -$277K -2,799 -2%
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