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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.

New
Increased
Maintained
Reduced
Closed
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
Wells Fargo
California
+$141M
2
Bank of America
Bank of America
North Carolina
+$135M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$98.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$71.3M
5
Truist Financial
Truist Financial
North Carolina
+$61M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$362M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$348M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$120M
4
LPL Financial
LPL Financial
California
-$91.2M
5
Morgan Stanley
Morgan Stanley
New York
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
476
Tranquility Partners
Tennessee
$452K – – –
CCM
477
Coldstream Capital Management
Washington
$449K +$449K +4,309 New
CWP
478
CFM Wealth Partners
Texas
$448K -$46.1K -442 -9%
WAOTB
479
Wealth Advisors of Tampa Bay
Florida
$446K – – –
VCM
480
Virtue Capital Management
Tennessee
$445K +$445K +4,272 New
TW
481
TrinityPoint Wealth
Connecticut
$443K +$10.4K +100 +2%
MA
482
MCF Advisors
Kentucky
$443K – – –
GWM
483
Greenwich Wealth Management
Connecticut
$438K -$104K -1,002 -19%
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$431K -$61.7K -592 -13%
HWA
485
HCR Wealth Advisors
California
$421K – – –
MM
486
Meridian Management
Arkansas
$417K – – –
PWM
487
PBMares Wealth Management
Virginia
$412K +$2.82K +27 +0.7%
RFA
488
Resurgent Financial Advisors
Georgia
$410K -$26.9K -258 -6%
1WM
489
1900 Wealth Management
Texas
$407K +$407K +3,909 New
WHCI
490
W.H. Cornerstone Investments
Massachusetts
$407K -$71.7K -672 -15%
SL
491
SWMG LLC
Texas
$406K -$1.74M -16,723 -81%
MFS
492
Madrona Financial Services
Washington
$405K +$4.38K +42 +1%
TVAMP
493
Tennessee Valley Asset Management Partners
Tennessee
$400K +$2.29K +22 +0.6%
FA
494
FDx Advisors
Illinois
$396K -$70.1K -672 -15%
LSPW
495
Lake Street Private Wealth
Illinois
$395K -$6.57K -63 -2%
TFGT
496
TS Financial Group (TSFG)
Illinois
$393K +$223K +2,138 +131%
MWM
497
Merriman Wealth Management
Washington
$393K – – –
WA
498
Wealth Alliance
New York
$392K -$2.09M -20,016 -84%
FCA
499
FLC Capital Advisors
California
$390K -$184K -1,761 -32%
MIC
500
Means Investment Company
Maine
$388K +$3.96K +38 +1%
18 19
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