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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 %
FCG
626
Financial Connections Group
California
$50K – – –
CWA
627
Core Wealth Advisors
Florida
$48.8K – – –
BF
628
BOK Financial
Oklahoma
$47.7K – – –
CWM
629
Compass Wealth Management
Connecticut
$43.9K – – –
WIM
630
Westside Investment Management
California
$43.4K – – –
FCT
631
First Community Trust
Iowa
$43K – – –
BAM
632
Bellevue Asset Management
Washington
$37.1K – – –
CSC
633
Caldwell Sutter Capital
California
$35.2K – – –
NFSG
634
Newbridge Financial Services Group
Florida
$33K -$18.1K -183 -35%
TAM
635
Tucker Asset Management
Colorado
$32.3K – – –
CHC
636
City Holding Co
West Virginia
$32.1K -$59.4K -601 -65%
AWM
637
AllSquare Wealth Management
New York
$31.9K – – –
MRCM
638
M&R Capital Management
New Jersey
$31.7K -$2.87K -29 -8%
AF
639
Advisornet Financial
Minnesota
$31.6K -$692 -7 -2%
DZ Bank
640
DZ Bank
Germany
$31.4K – – –
FAM
641
Family Asset Management
South Carolina
$30.2K – – –
HFS
642
Hantz Financial Services
Michigan
$30K -$40.6K -406 -58%
AT
643
Avalon Trust
New Mexico
$29.7K – – –
TSWM
644
Tyler-Stone Wealth Management
Ohio
$29K – – –
CSWM
645
Cassady Schiller Wealth Management
Ohio
$28.2K – – –
CTC
646
Central Trust Company
Missouri
$26.2K – – –
Russell Investments Group
647
Russell Investments Group
United Kingdom
$25.5K – – –
CQS
648
Credential Qtrade Securities
$23.3K -$43.5K -440 -65%
LWANC
649
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.1K – – –
PWMG
650
Provence Wealth Management Group
California
$21.4K +$21.4K +216 New
24 25
26
27 28