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iShares Core High Dividend ETF
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Overview Fund Activity

717 hedge funds and large institutions have $4.72B invested in iShares Core High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+23
Holders Change %
+3.31%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.37%
New
85
Increased
215
Reduced
291
Closed
53
Calls
$54.2M
Puts
$1.8M
Net Calls
+$52.4M
Net Calls Change
+$36.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$611M
2
Wells Fargo
2
Wells Fargo
California
$275M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$52.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$133M
5
MSCM
5
McElhenny Sheffield Capital Management
Texas
$16.1M

Top Sellers

1
KAM
1
Kensington Asset Management
Texas
$0
2
Bank of America
2
Bank of America
North Carolina
$497M
3
B
3
Barings
North Carolina
$978K
4
PP
4
Prudential plc
United Kingdom
$0
5
Truist Financial
5
Truist Financial
North Carolina
$85.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CH
26
CVS Health
Rhode Island
$27.9M -$3.44M -33,681 -11%
MML Investors Services
27
MML Investors Services
Massachusetts
$27.6M -$227K -2,225 -0.8%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$26.4M -$16.4M -160,524 -38%
RW
29
Regimen Wealth
Georgia
$26M +$2.11M +20,539 +9%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$24.2M -$322K -3,157 -1%
AllianceBernstein
31
AllianceBernstein
Tennessee
$23.4M +$2.39M +23,417 +11%
AWS
32
Atria Wealth Solutions
New York
$23M +$968K +9,491 +4%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$21.8M +$1.29M +12,629 +6%
Comerica Bank
34
Comerica Bank
Texas
$21.7M -$4.6M -45,148 -18%
Creative Planning
35
Creative Planning
Kansas
$21.2M -$547K -5,362 -3%
CAN
36
Cetera Advisor Networks
California
$20.8M -$746K -7,313 -3%
Stifel Financial
37
Stifel Financial
Missouri
$20.7M +$5.19M +50,871 +34%
WBG
38
Wharton Business Group
Pennsylvania
$20.2M -$3.53M -34,600 -15%
GWM
39
GDS Wealth Management
Texas
$19.9M +$466K +4,567 +2%
WA
40
Waverly Advisors
Alabama
$18.2M -$1.08M -10,604 -6%
SB
41
Simmons Bank
Arkansas
$17.3M -$522K -5,114 -3%
HCP
42
Holt Capital Partners
Texas
$16.7M -$101K -989 -0.6%
MSCM
43
McElhenny Sheffield Capital Management
Texas
$16.1M +$16.1M +157,941 New
WAM
44
WNY Asset Management
New York
$15.8M -$256K -2,509 -2%
VCS
45
Vaughan & Co Securities
New Jersey
$15.4M +$485K +4,757 +3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$14.5M -$19.6M -192,260 -57%
KBFS
47
Kohmann Bosshard Financial Services
Ohio
$14.2M +$83.5K +819 +0.6%
HighTower Advisors
48
HighTower Advisors
Illinois
$14M +$2.12M +20,822 +18%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$13.5M +$1.32M +12,959 +11%
BWA
50
Beam Wealth Advisors
Louisiana
$13.5M +$550K +5,397 +4%
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