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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 %
IF
701
Integrity Financial
Wyoming
$2.95K – – –
OLVIG
702
Oliver Lagore Vanvalin Investment Group
Michigan
$2.75K -$1.53K -15 -36%
LF
703
Lee Financial
Texas
$2.54K +$2.54K +25 New
CCM
704
Chilton Capital Management
Texas
$2.44K +$2.44K +24 New
TFA
705
Toth Financial Advisory
Virginia
$2.03K – – –
NMG
706
New Millennium Group
Utah
$1.79K +$100 +1 +6%
BHWM
707
Beaird Harris Wealth Management
Texas
$1.69K +$100 +1 +6%
NIC
708
Northwest Investment Counselors
Oregon
$1.43K – – –
DSC
709
Duncker Streett & Co
Missouri
$1.42K – – –
MAWA
710
Moss Adams Wealth Advisors
Washington
$1.11K – – –
GCS
711
Gordian Capital (Singapore)
Singapore
$1K – – –
IHWM
712
Iron Horse Wealth Management
Iowa
$973 – – –
WA
713
WestEnd Advisors
North Carolina
$102 – – –
FGAM
714
Financial Gravity Asset Management
Texas
$3 +$3 +30 New
SHIM
715
Stone House Investment Management
Pennsylvania
$2 – – –
CMA
716
Cedar Mountain Advisors
Oregon
$2 -$2 – –
CCMG
717
Clark Capital Management Group
Pennsylvania
– -$98.2M -941,834 Closed
B
718
Barings
North Carolina
– -$80.7M -774,204 Closed
Two Sigma Investments
719
Two Sigma Investments
New York
– -$17.2M -165,452 Closed
WWM
720
WJ Wealth Management
Arizona
– -$11.1M -106,049 Closed
HWAM
721
Hennion & Walsh Asset Management
New Jersey
– -$6.76M -64,879 Closed
SWM
722
SigFig Wealth Management
California
– -$2.89M -36,209 Closed
ASFA
723
All Season Financial Advisors
Colorado
– -$3.72M -35,659 Closed
Russell Investments Group
724
Russell Investments Group
United Kingdom
– -$3.38M -32,389 Closed
SG
725
StoneX Group
New York
– -$3.21M -30,810 Closed
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