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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 %
SFA
501
Sequoia Financial Advisors
Ohio
$301K -$136K -1,351 -31%
GA
502
Greytown Advisors
Florida
$297K – – –
PIA
503
Perennial Investment Advisors
California
$295K – – –
NHC
504
Nicholas Hoffman & Company
Georgia
$295K +$1.21K +12 +0.4%
DC
505
Davenport & Co
Virginia
$294K -$4.23K -42 -1%
MPW
506
Monterey Private Wealth
California
$293K +$504 +5 +0.2%
AA
507
Advisory Alpha
Michigan
$293K +$11.1K +110 +4%
QPWM
508
Quadrant Private Wealth Management
Pennsylvania
$293K -$30.6K -304 -9%
SCM
509
SOL Capital Management
Maryland
$292K – – –
BC
510
Barrett & Company
Rhode Island
$292K +$1.21K +12 +0.4%
VWA
511
Visionary Wealth Advisors
Illinois
$292K -$10.1K -100 -3%
WSTAM
512
Wilbanks Smith & Thomas Asset Management
Virginia
$291K +$101 +1 +0%
BFA
513
Beacon Financial Advisory
Ohio
$290K -$1.51K -15 -0.5%
HZ
514
Hixon Zuercher
Ohio
$283K – – –
FIM
515
Fernwood Investment Management
Massachusetts
$282K – – –
WA
516
Wealthstar Advisors
Texas
$281K -$7.46K -74 -3%
PWM
517
Perigon Wealth Management
California
$281K -$1.1M -10,908 -80%
GI
518
Gradient Investments
Minnesota
$280K -$3.73K -37 -1%
JIC
519
Johnson Investment Counsel
Ohio
$279K – – –
MW
520
Marcum Wealth
Ohio
$277K – – –
LWA
521
Lowe Wealth Advisors
Maryland
$273K -$24.5K -243 -8%
SCA
522
Sandy Cove Advisors
Massachusetts
$270K +$270K +2,678 New
FA
523
Flagstar Advisors
New York
$269K -$139K -1,375 -34%
WCM
524
WealthBridge Capital Management
Ohio
$269K +$504 +5 +0.2%
RMCM
525
Reynders McVeigh Capital Management
Massachusetts
$267K – – –
19 20
21
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