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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 %
CIA
526
Capital Investment Advisors
Georgia
$334K +$1.04K +10 +0.3%
SFP
527
Shepherd Financial Partners
Massachusetts
$334K -$313K -3,000 -48%
IAIM
528
International Assets Investment Management
Florida
$333K +$36.9K +354 +12%
PCWA
529
Pacific Capital Wealth Advisors
California
$331K +$331K +3,178 New
RRA
530
Round Rock Advisors
Connecticut
$329K +$65.6K +629 +25%
WCM
531
WealthBridge Capital Management
Ohio
$329K +$1.67K +16 +0.5%
RWMH
532
Riverpoint Wealth Management Holdings
Illinois
$328K – – –
RIS
533
Retirement Income Solutions
Michigan
$327K +$327K +3,136 New
ICP
534
Interchange Capital Partners
Pennsylvania
$325K -$99.4K -954 -23%
PRWA
535
Platte River Wealth Advisors
Colorado
$324K +$13K +125 +4%
PPP
536
Private Portfolio Partners
New Jersey
$322K +$10.6K +102 +3%
NL
537
NWAM LLC
Washington
$321K -$347K -3,328 -52%
FFS
538
Founders Financial Securities
Maryland
$320K +$320K +3,068 New
AM
539
Atwater Malick
Pennsylvania
$316K -$16.1K -154 -5%
CNBTD
540
Citizens National Bank Trust Department
Mississippi
$315K +$88.5K +850 +39%
NHT
541
New Hampshire Trust
New Hampshire
$314K +$314K +3,009 New
FCT
542
Family Capital Trust
Massachusetts
$313K – – –
WT
543
Whittier Trust
California
$313K – – –
BFA
544
Beacon Financial Advisory
Ohio
$312K -$190K -1,820 -38%
MCA
545
Magnolia Capital Advisors
Mississippi
$311K -$56.4K -541 -15%
GI
546
Gradient Investments
Minnesota
$311K +$77.8K +746 +33%
LWA
547
Lowe Wealth Advisors
Maryland
$308K – – –
GA
548
Greytown Advisors
Florida
$308K – – –
SAM
549
Smithbridge Asset Management
Pennsylvania
$306K +$306K +2,933 New
PIA
550
Perennial Investment Advisors
California
$305K -$113K -1,088 -27%
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