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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 %
MHS
551
M Holdings Securities
Oregon
$243K +$611 +6 +0.3%
AWE
552
Avidian Wealth Enterprises
Texas
$243K +$35.4K +348 +17%
KeyBank National Association
553
KeyBank National Association
Ohio
$242K – – –
CB
554
Community Bank
New York
$241K -$1.02K -10 -0.4%
LPAM
555
Lodestar Private Asset Management
California
$241K -$2.54K -25 -1%
SIAM
556
Sterling Investment Advisors (Missouri)
Missouri
$240K – – –
HSA
557
HBK Sorce Advisory
Pennsylvania
$238K -$237K -2,327 -50%
CWA
558
Consilio Wealth Advisors
Washington
$236K -$12.9K -127 -5%
BTI
559
Blue Trust Inc
Georgia
$236K -$6.54M -62,643 -97%
SSWM
560
Smith Salley Wealth Management
North Carolina
$236K – – –
TFS
561
Thoroughbred Financial Services
Tennessee
$235K +$1.02K +10 +0.4%
MMA
562
Miracle Mile Advisors
California
$235K +$2.44K +24 +1%
CAM
563
Carret Asset Management
New York
$234K – – –
KWA
564
Kellett Wealth Advisors
Ohio
$233K -$6.81K -67 -3%
VAM
565
Verity Asset Management
North Carolina
$232K +$232K +2,283 New
SWM
566
Silverlake Wealth Management
Vermont
$228K +$1.12K +11 +0.5%
SFI
567
SPC Financial Inc
Maryland
$225K – – –
OCM
568
One Capital Management
California
$224K -$16M -157,345 -99%
LMKC
569
L.M. Kohn & Company
Ohio
$224K +$224K +2,200 New
EWM
570
EPG Wealth Management
Georgia
$223K +$1.83K +18 +0.8%
HTC
571
Haverford Trust Company
Pennsylvania
$223K – – –
BJL
572
Brighton Jones LLC
Washington
$222K +$222K +2,182 New
AFG
573
Atomi Financial Group
New York
$218K +$218K +2,148 New
D
574
Dentgroup
Louisiana
$217K -$1.02K -10 -0.5%
HFA
575
High Falls Advisors
New York
$217K -$74.3K -731 -25%
21 22
23
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