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iShares Core High Dividend ETF
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Overview Fund Activity

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.36%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$19.7M
2
EWA
EP Wealth Advisors
California
+$19.5M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$13.1M
4
Mariner
Mariner
Kansas
+$11M
5
GFA
Gallagher Fiduciary Advisors
Illinois
+$9.51M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$329M
2
Truist Financial
Truist Financial
North Carolina
-$203M
3
BlackRock
BlackRock
New York
-$154M
4
Wells Fargo
Wells Fargo
California
-$133M
5
Osaic Holdings
Osaic Holdings
Arizona
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
476
Shepherd Financial Partners
Massachusetts
$364K +$38.3K +377 +12%
NEPWA
477
New England Private Wealth Advisors
Massachusetts
$359K +$102 +1 +0%
MWM
478
Meridian Wealth Management
Kentucky
$358K -$3.76K -37 -1%
NP
479
NorthRock Partners
Minnesota
$357K – – –
GP
480
Greenline Partners
New York
$355K – – –
KWS
481
Keystone Wealth Services
California
$354K -$129K -1,272 -27%
VPP
482
Vertex Planning Partners
Illinois
$353K +$2.34K +23 +0.7%
LNWWM
483
Laird Norton Wetherby Wealth Management
California
$351K +$59.6K +586 +20%
CAM
484
Covenant Asset Management
New Jersey
$348K – – –
ACM
485
Advisors Capital Management
New Jersey
$348K – – –
GWSG
486
GPS Wealth Strategies Group
Colorado
$346K +$346K +3,407 New
LWA
487
Lineweaver Wealth Advisors
Ohio
$346K -$6.33M -61,770 -95%
CHA
488
Carmichael Hill & Associates
Maryland
$343K +$66K +649 +24%
VBFP
489
Valtinson Bruner Financial Planning
Minnesota
$338K -$26.5K -261 -7%
MBT
490
Montecito Bank & Trust
California
$337K – – –
PPP
491
Private Portfolio Partners
New Jersey
$337K +$22.6K +222 +7%
QCM
492
Quantinno Capital Management
New York
$328K +$328K +3,226 New
CPA
493
Cardiff Park Advisors
California
$328K – – –
QPWM
494
Quadrant Private Wealth Management
Pennsylvania
$327K -$47.7K -469 -13%
IAIM
495
International Assets Investment Management
Florida
$325K +$407 +4 +0.1%
FCA
496
FLC Capital Advisors
California
$324K -$56.4K -555 -15%
WTA
497
Washington Trust Advisors
Massachusetts
$323K +$148K +1,457 +84%
PCWA
498
Pacific Capital Wealth Advisors
California
$323K – – –
Jane Street
499
Jane Street
New York
$320K -$30M -294,768 -99%
MWM
500
Mission Wealth Management
California
$318K +$318K +3,128 New
18 19
20
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