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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
$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
$24.3M
3
Jane Street
Jane Street
New York
$18.5M
4
WAM
WNY Asset Management
New York
$15.5M
5
TA
Townsend & Associates
Colorado
$20.9M

Top Sellers

1
CL
COWA LLC
Oklahoma
$7.16M
2
Truist Financial
Truist Financial
North Carolina
$133M
3
Bank of America
Bank of America
North Carolina
$562M
4
SR
Swiss Re
Switzerland
$0
5
FMLI
Fukoku Mutual Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
601
City Holding Co
West Virginia
$93.3K +$93.3K +926 New
FFA
602
Founders Financial Alliance
North Carolina
$92.3K +$302 +3 +0.3%
PG
603
Prostatis Group
Maryland
$90.9K +$90.9K +90,830 New
PIAS
604
PCA Investment Advisory Services
Ohio
$87.3K +$87.3K +866 New
CTA
605
Colonial Trust Advisors
South Carolina
$85.7K +$80.6K +800 +1,600%
PO
606
Private Ocean
California
$83.8K +$705 +7 +0.8%
SIC
607
Salem Investment Counselors
North Carolina
$83.3K +$1.41K +14 +2%
BCV
608
Banque Cantonale Vaudoise
Switzerland
$83K +$83K +830 New
PB
609
Pinnacle Bancorp
Nebraska
$82.5K – – –
Simplex Trading
610
Simplex Trading
Illinois
$80K +$80K +800 New
HCM
611
Hollencrest Capital Management
California
$76.7K – – –
TFP
612
Tilia Fiduciary Partners
North Carolina
$72.8K – – –
HWA
613
HHM Wealth Advisors
Tennessee
$72.6K – – –
CPG
614
Cornerstone Planning Group
New Jersey
$72.4K +$72.4K +718 New
HFS
615
Hantz Financial Services
Michigan
$71K – – –
NSIM
616
North Star Investment Management
Illinois
$70.6K – – –
FPFS
617
First Personal Financial Services
North Carolina
$69.8K – – –
MWM
618
Mascoma Wealth Management
New Hampshire
$68.7K -$90.8K -883 -57%
CQS
619
Credential Qtrade Securities
$68.1K – – –
CIR
620
Clear Investment Research
Georgia
$67.9K +$3.13K +31 +5%
CWA
621
Clearview Wealth Advisors
Oregon
$61.3K -$3.63K -36 -6%
PA
622
PSI Advisors
Florida
$61.3K -$76.6K -760 -56%
KFI
623
Key Financial Inc
Pennsylvania
$57.8K +$47.7K +473 +473%
TWD
624
True Wealth Design
Ohio
$57.7K – – –
GWS
625
Glassman Wealth Services
Virginia
$56.4K +$403 +4 +0.7%
23 24
25
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