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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 %
PRWA
501
Platte River Wealth Advisors
Colorado
$316K – – –
NL
502
NWAM LLC
Washington
$315K +$1.32K +13 +0.4%
AAS
503
Ameritas Advisory Services
Nebraska
$312K -$136K -1,329 -30%
MCA
504
Magnolia Capital Advisors
Mississippi
$310K +$6.61K +65 +2%
HAS
505
HBW Advisory Services
California
$309K +$15.8K +156 +5%
AM
506
Atwater Malick
Pennsylvania
$308K – – –
CNBTD
507
Citizens National Bank Trust Department
Mississippi
$308K – – –
FCT
508
Family Capital Trust
Massachusetts
$305K – – –
WT
509
Whittier Trust
California
$305K – – –
VWA
510
Visionary Wealth Advisors
Illinois
$304K +$8.74K +86 +3%
DC
511
Davenport & Co
Virginia
$301K -$2.93M -28,821 -91%
LWA
512
Lowe Wealth Advisors
Maryland
$300K – – –
GA
513
Greytown Advisors
Florida
$300K – – –
PIA
514
Perennial Investment Advisors
California
$298K – – –
NHC
515
Nicholas Hoffman & Company
Georgia
$296K +$49.5K +487 +20%
MPW
516
Monterey Private Wealth
California
$296K -$305 -3 -0.1%
SCM
517
SOL Capital Management
Maryland
$295K – – –
BFA
518
Beacon Financial Advisory
Ohio
$294K -$10.3K -101 -3%
BC
519
Barrett & Company
Rhode Island
$293K +$1.63K +16 +0.6%
WSTAM
520
Wilbanks Smith & Thomas Asset Management
Virginia
$293K -$1.93K -19 -0.7%
WA
521
Wealthstar Advisors
Texas
$291K – – –
AWA
522
Arete Wealth Advisors
Illinois
$290K +$290K +2,852 New
FHC
523
First Heartland Consultants
Missouri
$287K +$287K +2,819 New
GI
524
Gradient Investments
Minnesota
$286K -$17.2K -169 -6%
HZ
525
Hixon Zuercher
Ohio
$286K – – –
19 20
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