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iShares Core High Dividend ETF
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Overview Fund Activity

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.36%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$19.7M
2
EWA
EP Wealth Advisors
California
+$19.5M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$13.1M
4
Mariner
Mariner
Kansas
+$11M
5
GFA
Gallagher Fiduciary Advisors
Illinois
+$9.51M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$329M
2
Truist Financial
Truist Financial
North Carolina
-$203M
3
BlackRock
BlackRock
New York
-$154M
4
Wells Fargo
Wells Fargo
California
-$133M
5
Osaic Holdings
Osaic Holdings
Arizona
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
651
AllSquare Wealth Management
New York
$32.8K +$1.53K +15 +5%
DZ Bank
652
DZ Bank
Germany
$32.6K – – –
FAM
653
Family Asset Management
South Carolina
$31K – – –
AT
654
Avalon Trust
New Mexico
$30.5K +$30.5K +300 New
CSWM
655
Cassady Schiller Wealth Management
Ohio
$29K – – –
BCMLT
656
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.5K – – –
CTC
657
Central Trust Company
Missouri
$26.9K +$26.9K +265 New
CFD
658
Creative Financial Designs
Indiana
$24.2K -$343K -3,373 -93%
LWANC
659
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.8K – – –
RCM
660
Raleigh Capital Management
North Carolina
$22.9K +$22.9K +225 New
NC
661
NewSquare Capital
Pennsylvania
$22K +$22K +216 New
CCP
662
Carmel Capital Partners
California
$21.6K +$21.6K +212 New
Citigroup
663
Citigroup
New York
$20.4K +$12.2K +120 +148%
MPCG
664
Matrix Private Capital Group
New York
$20K -$25.9K -255 -56%
TF
665
TimeScale Financial
Massachusetts
$19.5K – – –
RA
666
Rise Advisors
New York
$17.8K +$203 +2 +1%
NHT
667
New Hampshire Trust
New Hampshire
$17.7K -$288K -2,835 -94%
GTAM
668
Global Trust Asset Management
Florida
$16.2K – – –
CP
669
Castleview Partners
Texas
$16.2K +$16.2K +159 New
MSFP
670
Mark Sheptoff Financial Planning
Connecticut
$15.2K – – –
PCM
671
Pointe Capital Management
Michigan
$14.2K +$14.2K +140 New
LC
672
Lindbrook Capital
California
$14.1K – – –
APC
673
Aspire Private Capital
North Carolina
$14K – – –
BSB
674
Bangor Savings Bank
Maine
$14K +$14K +138 New
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$13.4K -$4.97M -48,930 -100%
25 26
27
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