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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
11.13%
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
Houlihan Financial Resource Group
Virginia
+$112M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$23.5M
3
Jane Street
Jane Street
New York
+$18.2M
4
WAM
WNY Asset Management
New York
+$15.5M
5
TA
Townsend & Associates
Colorado
+$11M

Top Sellers

1
CL
COWA LLC
Oklahoma
-$150M
2
Truist Financial
Truist Financial
North Carolina
-$112M
3
Bank of America
Bank of America
North Carolina
-$53.1M
4
SR
Swiss Re
Switzerland
-$33.3M
5
FMLI
Fukoku Mutual Life Insurance
Japan
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
476
Carmichael Hill & Associates
Maryland
$341K +$403 +4 +0.1%
DAS
477
Dynamic Advisor Solutions
Arizona
$340K -$78K -774 -19%
MBT
478
Montecito Bank & Trust
California
$334K – – –
OA
479
Operose Advisors
Wisconsin
$330K +$330K +3,277 New
CPA
480
Cardiff Park Advisors
California
$325K – – –
QCM
481
Quantinno Capital Management
New York
$325K – – –
PCIA
482
Prime Capital Investment Advisors
Kansas
$322K +$322K +3,190 New
PPP
483
Private Portfolio Partners
New Jersey
$321K -$12.4K -123 -4%
IAIM
484
International Assets Investment Management
Florida
$321K -$806 -8 -0.3%
WTA
485
Washington Trust Advisors
Massachusetts
$321K – – –
PCWA
486
Pacific Capital Wealth Advisors
California
$320K – – –
CCM
487
Coldstream Capital Management
Washington
$320K -$107K -1,062 -25%
CW
488
CreativeOne Wealth
Kansas
$319K -$363K -3,603 -53%
JWA
489
JFS Wealth Advisors
Pennsylvania
$318K +$60.3K +598 +23%
MCA
490
Magnolia Capital Advisors
Mississippi
$315K +$8.26K +82 +3%
AAS
491
Ameritas Advisory Services
Nebraska
$314K +$10.8K +109 +4%
SWA
492
Sutton Wealth Advisors
Florida
$312K +$58.1K +576 +23%
TF
493
TIAA FSB
Florida
$309K -$59.2K -587 -16%
HH
494
Hilltop Holdings
Texas
$309K +$45.3K +450 +17%
MG
495
Mather Group
Illinois
$306K +$306K +3,035 New
AM
496
Atwater Malick
Pennsylvania
$305K – – –
CNBTD
497
Citizens National Bank Trust Department
Mississippi
$305K – – –
FCT
498
Family Capital Trust
Massachusetts
$302K – – –
WT
499
Whittier Trust
California
$302K – – –
LOIP
500
Live Oak Investment Partners
Texas
$302K -$284K – –
18 19
20
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