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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 %
SWM
601
Silverlake Wealth Management
Vermont
$232K -$11.7K -112 -5%
SFI
602
SPC Financial Inc
Maryland
$231K +$231K +2,218 New
HTC
603
Haverford Trust Company
Pennsylvania
$229K – – –
EWA
604
EP Wealth Advisors
California
$229K +$229K +2,192 New
CAM
605
Concorde Asset Management
Michigan
$228K -$330K -3,167 -59%
MC
606
Moors & Cabot
Massachusetts
$227K -$5.73K -55 -2%
EWM
607
EPG Wealth Management
Georgia
$227K +$1.88K +18 +0.8%
LA
608
Latitude Advisors
Florida
$226K +$226K +2,169 New
D
609
Dentgroup
Louisiana
$224K -$26.1K -250 -10%
BMCM
610
Bryn Mawr Capital Management
Pennsylvania
$219K +$219K +2,105 New
ACI
611
Alpha Cubed Investments
California
$219K +$219K +2,102 New
PIM
612
Provident Investment Management
Michigan
$219K +$219K +2,100 New
UB
613
UMB Bank
Missouri
$217K – – –
TRCT
614
Tower Research Capital (TRC)
New York
$216K +$210K +2,019 +3,739%
TCBWMS
615
Texas Capital Bank Wealth Management Services
Texas
$214K +$214K +2,053 New
AWE
616
Avidian Wealth Enterprises
Texas
$213K -$792K -7,599 -79%
AIP
617
Ahrens Investment Partners
Louisiana
$212K +$212K +2,031 New
JHCP
618
Jackson Hole Capital Partners
Oklahoma
$211K – – –
OCM
619
Objective Capital Management
Ohio
$211K +$211K +2,025 New
TDC
620
Thompson Davis & Co
Virginia
$211K +$211K +2,022 New
FB
621
Fulton Bank
Pennsylvania
$207K +$207K +1,990 New
WCA
622
Westover Capital Advisors
Delaware
$206K +$206K +1,980 New
SIG
623
Stonegate Investment Group
Alabama
$206K +$206K +1,980 New
CWM
624
Chemistry Wealth Management
New York
$203K +$203K +1,950 New
USCWA
625
U.S. Capital Wealth Advisors
Texas
$199K +$199K +1,908 New
23 24
25
26 27