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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 %
CPG
626
Cornerstone Planning Group
New Jersey
$194K +$194K +1,871 New
WTA
627
Washington Trust Advisors
Massachusetts
$180K – – –
CT
628
Clearstead Trust
Maine
$176K +$1.87K +18 +1%
EWA
629
EverSource Wealth Advisors
Alabama
$175K +$47.2K +453 +37%
FRA
630
Front Row Advisors
California
$164K +$1.35K +13 +0.8%
MWM
631
Mascoma Wealth Management
New Hampshire
$163K – – –
CIAS
632
Capital Investment Advisory Services
North Carolina
$157K +$50.9K +488 +48%
RFA
633
Register Financial Advisors
Georgia
$143K +$143K +1,370 New
PA
634
PSI Advisors
Florida
$143K -$40.3K -387 -22%
AIP
635
Ameritas Investment Partners
Nebraska
$137K -$7.3K -70 -5%
LWP
636
Lumature Wealth Partners
Georgia
$133K +$25K +240 +23%
AWM
637
Accel Wealth Management
Iowa
$129K +$14.7K +141 +13%
MCM
638
Manchester Capital Management
Vermont
$122K – – –
AWM
639
Aspire Wealth Management
Massachusetts
$121K -$3.13K -30 -3%
VNA
640
Valley National Advisers
Pennsylvania
$116K -$526 -5 -0.5%
MFA
641
McClarren Financial Advisors
Pennsylvania
$113K +$113K +1,090 New
LFG
642
Larson Financial Group
Missouri
$111K -$14.1K -135 -11%
EI
643
Ellevest Inc
New York
$109K +$109K +1,044 New
MHR
644
Matthew Hamilton Rosenberg
$98.8K – – –
CSPIA
645
Cary Street Partners Investment Advisory
Virginia
$97.3K +$97.3K +933 New
FFA
646
Founders Financial Alliance
North Carolina
$94.9K +$938 +9 +1%
PO
647
Private Ocean
California
$86K +$86K +825 New
PB
648
Pinnacle Bancorp
Nebraska
$85K +$38.2K +368 +82%
SSB
649
Sandy Spring Bank
Maryland
$84.3K +$78.2K +750 +1,271%
HCM
650
Hollencrest Capital Management
California
$79.2K +$79.2K +760 New
24 25
26
27 28