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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 %
FIM
526
Fernwood Investment Management
Massachusetts
$285K – – –
AA
527
Advisory Alpha
Michigan
$285K +$4.37K +43 +2%
LOIP
528
Live Oak Investment Partners
Texas
$284K -$265K – –
JIC
529
Johnson Investment Counsel
Ohio
$282K – – –
SB
530
Strategic Blueprint
Georgia
$281K -$276K -2,716 -50%
MW
531
Marcum Wealth
Ohio
$279K -$94.7K -932 -25%
RRA
532
Round Rock Advisors
Connecticut
$277K -$44.3K -436 -14%
OCM
533
Objective Capital Management
Ohio
$275K +$69.5K +684 +34%
WCM
534
WealthBridge Capital Management
Ohio
$271K -$50K -492 -16%
RMCM
535
Reynders McVeigh Capital Management
Massachusetts
$270K – – –
SWA
536
SFMG Wealth Advisors
Texas
$266K -$463K -4,552 -63%
ZB
537
Zions Bancorporation
Utah
$266K -$3.55M -34,882 -93%
HH
538
Hilltop Holdings
Texas
$266K +$266K +2,612 New
RWMH
539
Riverpoint Wealth Management Holdings
Illinois
$265K -$55.1K -542 -17%
PA
540
PFG Advisors
Arizona
$262K +$262K +2,573 New
CIA
541
Compass Ion Advisors
Pennsylvania
$260K +$508 +5 +0.2%
JWA
542
JFS Wealth Advisors
Pennsylvania
$260K -$430K -4,234 -62%
MHI
543
Miller Howard Investments
New York
$259K +$259K +2,544 New
SWA
544
Sutton Wealth Advisors
Florida
$256K – – –
AWM
545
Affinity Wealth Management
Delaware
$256K – – –
MCCA
546
Mill Creek Capital Advisors
Pennsylvania
$254K – – –
OWA
547
Octavia Wealth Advisors
Ohio
$254K +$2.44K +24 +1%
EWM
548
Empirical Wealth Management
Washington
$252K -$5.69K -56 -2%
H
549
HoyleCohen
California
$244K – – –
FIA
550
Foundations Investment Advisors
Arizona
$243K -$233K -2,290 -49%
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