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iShares Core High Dividend ETF
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Overview Fund Activity

706 hedge funds and large institutions have $4.67B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 273 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
11.13%
Holding in Top 10
36
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.2%
% of All Funds
0.57%
New
53
Increased
226
Reduced
273
Closed
49
Calls
$12.1M
Puts
$2.08M
Net Calls
+$10M
Net Calls Change
-$43.3M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
$24.3M
3
Jane Street
Jane Street
New York
$18.5M
4
WAM
WNY Asset Management
New York
$15.5M
5
TA
Townsend & Associates
Colorado
$20.9M

Top Sellers

1
CL
COWA LLC
Oklahoma
$7.16M
2
Truist Financial
Truist Financial
North Carolina
$133M
3
Bank of America
Bank of America
North Carolina
$562M
4
SR
Swiss Re
Switzerland
$0
5
FMLI
Fukoku Mutual Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
701
Duncker Streett & Co
Missouri
$1.41K – – –
MAWA
702
Moss Adams Wealth Advisors
Washington
$1.11K – – –
NC
703
NewSquare Capital
Pennsylvania
$1.01K -$20.8K -206 -95%
SSG
704
Summit Securities Group
New York
$1K +$1K +10 New
IHWM
705
Iron Horse Wealth Management
Iowa
$973 +$97 +1 +11%
GCS
706
Gordian Capital (Singapore)
Singapore
$504 – – –
OP
707
ORG Partners
Indiana
$101 +$101 +2 New
BHWM
708
Beaird Harris Wealth Management
Texas
$80 -$1.28K -16 -94%
CMA
709
Cedar Mountain Advisors
Oregon
$2 -$2 – –
SR
710
Swiss Re
Switzerland
– -$33.3M -327,970 Closed
FMLI
711
Fukoku Mutual Life Insurance
Japan
– -$32.1M -316,000 Closed
SS
712
Simplicity Solutions
Minnesota
– -$19.7M -194,246 Closed
FA
713
Fermata Advisors
California
– -$10.2M -99,868 Closed
Allianz Asset Management
714
Allianz Asset Management
Germany
– -$8.79M -86,500 Closed
F4L
715
Fortune 45 LLC
Louisiana
– -$8.11M -79,730 Closed
EFH
716
Eaton Financial Holdings
Florida
– -$3.62M -35,650 Closed
LSA
717
Lion Street Advisors
Texas
– -$1.34M -13,171 Closed
Renaissance Technologies
718
Renaissance Technologies
New York
– -$1.28M -12,600 Closed
WWM
719
WT Wealth Management
Arizona
– -$1.28M -12,586 Closed
FANJ
720
Financial Architects (New Jersey)
New Jersey
– -$1.24M -12,178 Closed
AIA
721
Angeles Investment Advisors
California
– -$1.07M -10,550 Closed
BAM
722
Belpointe Asset Management
Nevada
– -$775K -7,623 Closed
AWM
723
Accurate Wealth Management
Florida
– -$564K -5,442 Closed
CWG
724
Crown Wealth Group
North Carolina
– -$492K -4,840 Closed
GWM
725
Greenwich Wealth Management
Connecticut
– -$459K -4,516 Closed
27 28
29
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