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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 %
ZIG
501
Zullo Investment Group
Pennsylvania
$386K – – –
TC
502
Trust Company
Kansas
$384K -$50.7K -487 -12%
QPWM
503
Quadrant Private Wealth Management
Pennsylvania
$384K +$384K +3,683 New
MW
504
Marcum Wealth
Ohio
$383K +$1.04K +10 +0.3%
MWM
505
Modera Wealth Management
New Jersey
$380K -$7.51K -72 -2%
CFD
506
Creative Financial Designs
Indiana
$376K -$49.7K -477 -12%
FCM
507
Firestone Capital Management
Florida
$375K – – –
AWAG
508
ARS Wealth Advisors Group
Florida
$374K -$237K -2,278 -39%
VBFP
509
Valtinson Bruner Financial Planning
Minnesota
$372K +$1.76K +17 +0.5%
MWM
510
Meridian Wealth Management
Kentucky
$371K +$10.4K +100 +3%
NEPWA
511
New England Private Wealth Advisors
Massachusetts
$368K +$368K +3,529 New
NP
512
NorthRock Partners
Minnesota
$367K – – –
GP
513
Greenline Partners
New York
$364K +$364K +3,496 New
ES
514
Eagle Strategies
New York
$363K +$363K +3,486 New
SMC
515
Smith, Moore & Co
Missouri
$360K +$730 +7 +0.2%
VPP
516
Vertex Planning Partners
Illinois
$359K +$359K +3,448 New
CAM
517
Covenant Asset Management
New Jersey
$357K -$20.8K -200 -6%
ACM
518
Advisors Capital Management
New Jersey
$356K – – –
CIAS
519
CFS Investment Advisory Services
New Jersey
$350K -$362M -3,468,133 -100%
MWP
520
Madison Wealth Partners
Wisconsin
$348K +$7.09K +68 +2%
RTL
521
Red Tortoise LLC
Georgia
$347K +$347K +3,333 New
MBT
522
Montecito Bank & Trust
California
$345K +$345K +3,314 New
KFS
523
Kelly Financial Services
Massachusetts
$345K +$190K +1,821 +123%
CPA
524
Cardiff Park Advisors
California
$336K – – –
BAM
525
Belpointe Asset Management
Nevada
$336K -$584K -5,600 -63%
19 20
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