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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 %
AF
676
Advisornet Financial
Minnesota
$12.9K -$9.32K -92 -42%
CT
677
Colonial Trust
South Carolina
$12.8K -$50.3K -500 -80%
EAM
678
Eukles Asset Management
Ohio
$11.5K – – –
KFI
679
Key Financial Inc
Pennsylvania
$10.2K – – –
POIA
680
Pin Oak Investment Advisors
Texas
$9K – – –
BLC
681
Brown, Lisle/Cummings
Rhode Island
$8.44K – – –
BWM
682
Baystate Wealth Management
Massachusetts
$7.24K -$46K -451 -86%
CIA
683
Cape Investment Advisory
Georgia
$6.81K +$6.81K +67 New
RBC
684
Roble Belko & Company
Pennsylvania
$6K – – –
CAL
685
Capital Analysts LLC
Pennsylvania
$6K +$1.86K +17 +45%
CSWG
686
Cardinal Strategic Wealth Guidance
Kentucky
$5.69K +$5.69K +56 New
BAAM
687
Baker Avenue Asset Management
California
$5.61K -$17.5K -172 -76%
DCBT
688
Dakota Community Bank & Trust
North Dakota
$5.39K -$475K -4,671 -99%
WWP
689
WR Wealth Planners
Missouri
$5.29K -$9.15K -90 -63%
TCOV
690
Trust Company of Vermont
Vermont
$5.29K – – –
CTA
691
Colonial Trust Advisors
South Carolina
$5.08K – – –
PFA
692
Pathway Financial Advisers
Indiana
$5.05K +$101 +1 +2%
PP
693
PrairieView Partners
Minnesota
$5K – – –
AWM
694
Avior Wealth Management
Nebraska
$4.98K +$4.98K +49 New
AWM
695
Aspire Wealth Management
Massachusetts
$4.07K -$114K -1,125 -97%
MWC
696
MBM Wealth Consultants
Missouri
$4K – – –
NF
697
Norwood Financial
Pennsylvania
$3.66K – – –
SIS
698
Sound Income Strategies
Florida
$3.51K +$100 +1 +3%
VWM
699
Venturi Wealth Management
Texas
$3.48K +$3.48K +34 New
SVCP
700
Silicon Valley Capital Partners
California
$3.24K -$10.2K -101 -76%
26 27
28
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