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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 %
TA
526
TrueWealth Advisors
Alabama
$266K -$202K -2,000 -43%
SWA
527
SFMG Wealth Advisors
Texas
$265K +$504 +5 +0.2%
BSW
528
Buckingham Strategic Wealth
Missouri
$264K +$264K +2,622 New
ZB
529
Zions Bancorporation
Utah
$264K – – –
RWMH
530
Riverpoint Wealth Management Holdings
Illinois
$263K – – –
HAS
531
HBW Advisory Services
California
$260K -$47.3K -468 -15%
CIA
532
Compass Ion Advisors
Pennsylvania
$258K +$403 +4 +0.2%
MP
533
McDonald Partners
Ohio
$254K +$254K +2,517 New
TFS
534
Thoroughbred Financial Services
Tennessee
$252K +$18.9K +188 +8%
MCCA
535
Mill Creek Capital Advisors
Pennsylvania
$252K – – –
EWM
536
Empirical Wealth Management
Washington
$249K – – –
CWA
537
Consilio Wealth Advisors
Washington
$245K +$11K +109 +5%
MWM
538
Mission Wealth Management
California
$244K -$71.5K -709 -23%
H
539
HoyleCohen
California
$242K – – –
AWE
540
Avidian Wealth Enterprises
Texas
$241K +$605 +6 +0.3%
LPAM
541
Lodestar Private Asset Management
California
$241K +$1.82K +18 +0.8%
CB
542
Community Bank
New York
$239K – – –
SIAM
543
Sterling Investment Advisors (Missouri)
Missouri
$238K – – –
HSA
544
HBK Sorce Advisory
Pennsylvania
$236K +$403 +4 +0.2%
MMA
545
Miracle Mile Advisors
California
$235K +$1.81K +18 +0.8%
SSWM
546
Smith Salley Wealth Management
North Carolina
$234K – – –
AL
547
Aspiriant LLC
California
$233K -$454K -4,505 -66%
CAM
548
Carret Asset Management
New York
$231K -$1.01K -10 -0.4%
KWA
549
Kellett Wealth Advisors
Ohio
$231K – – –
BFS
550
Bard Financial Services
Connecticut
$224K +$224K +2,225 New
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