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iShares Core High Dividend ETF
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Overview Fund Activity

694 hedge funds and large institutions have $4.46B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-12
Holders Change %
-1.7%
% of All Funds
11.07%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.54%
New
47
Increased
165
Reduced
295
Closed
54
Calls
$17.8M
Puts
$2.13M
Net Calls
+$15.7M
Net Calls Change
+$5.66M

Top Buyers

1
MYLI
Meiji Yasuda Life Insurance
Japan
$248M
2
KAM
Kensington Asset Management
Texas
$39.6M
3
B
Barings
North Carolina
$31.4M
4
PP
Prudential plc
United Kingdom
$28.2M
5
Comerica Bank
Comerica Bank
Texas
$25.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$3.96M
2
EWA
EP Wealth Advisors
California
$1.19M
3
BlackRock
BlackRock
New York
$45.7M
4
Bank of America
Bank of America
North Carolina
$519M
5
UBS Group
UBS Group
Switzerland
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
601
Sheets Smith Wealth Management
North Carolina
$90.7K +$90.7K +917 New
CTA
602
Colonial Trust Advisors
South Carolina
$89.5K +$5.44K +55 +6%
Fifth Third Bancorp
603
Fifth Third Bancorp
Ohio
$84.6K +$75.9K +768 +883%
SIC
604
Salem Investment Counselors
North Carolina
$82.6K – – –
PO
605
Private Ocean
California
$82.2K – – –
MFA
606
McClarren Financial Advisors
Pennsylvania
$77K -$32.3K -328 -30%
HWA
607
HHM Wealth Advisors
Tennessee
$71.2K – – –
HCM
608
Hollencrest Capital Management
California
$70.9K -$4.45K -45 -6%
NSIM
609
North Star Investment Management
Illinois
$69.2K – – –
FPFS
610
First Personal Financial Services
North Carolina
$68.5K – – –
MWM
611
Mascoma Wealth Management
New Hampshire
$66.1K – – –
CIR
612
Clear Investment Research
Georgia
$65.7K -$989 -10 -1%
CPG
613
Cornerstone Planning Group
New Jersey
$64.1K -$6.92K -70 -10%
CFD
614
Creative Financial Designs
Indiana
$62.4K +$29.5K +298 +89%
FFA
615
Founders Financial Alliance
North Carolina
$62.2K -$28.4K -287 -31%
PB
616
Pinnacle Bancorp
Nebraska
$58.7K -$22.2K -225 -27%
KFI
617
Key Financial Inc
Pennsylvania
$56.7K – – –
TWD
618
True Wealth Design
Ohio
$56.6K – – –
EWM
619
Evermay Wealth Management
Virginia
$55.5K – – –
PA
620
PSI Advisors
Florida
$55.4K -$4.75K -48 -8%
GWS
621
Glassman Wealth Services
Virginia
$55.4K – – –
BTI
622
Blue Trust Inc
Georgia
$55K -$45.9K -454 -45%
DAC
623
Dividend Assets Capital
South Carolina
$54K – – –
CT
624
Cambridge Trust
Massachusetts
$53.9K – – –
JPWM
625
Jamison Private Wealth Management
Georgia
$50.4K +$50.4K +510 New
23 24
25
26 27