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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 %
SEM
701
Strategic Equity Management
Arizona
– -$8.03M -79,645 Closed
XF
702
XML Financial
Maryland
– -$6.22M -61,747 Closed
TWM
703
Trinity Wealth Management
Pennsylvania
– -$5.75M -57,068 Closed
Cerity Partners
704
Cerity Partners
New York
– -$3.81M -37,828 Closed
HF
705
HRT Financial
New York
– -$1.84M -18,223 Closed
Fidelity International
706
Fidelity International
Bermuda
– -$1.59M -15,781 Closed
TSS
707
Two Sigma Securities
New York
– -$930K -9,227 Closed
SHFP
708
Second Half Financial Partners
Florida
– -$716K -7,106 Closed
AWA
709
Arete Wealth Advisors
Illinois
– -$697K -6,915 Closed
VAS
710
Vestmark Advisory Solutions
Massachusetts
– -$637K -6,317 Closed
SW
711
SVB Wealth
Massachusetts
– -$619K -6,141 Closed
ARC
712
Advisor Resource Council
Texas
– -$464K -4,604 Closed
FTUS
713
Flow Traders U.S.
New York
– -$454K -4,504 Closed
TP
714
Tranquility Partners
Tennessee
– -$429K -4,253 Closed
WA
715
Wealth Alliance
New York
– -$416K -4,129 Closed
GS
716
GTS Securities
New York
– -$393K -3,895 Closed
AssetMark Inc
717
AssetMark Inc
California
– -$392K -3,888 Closed
MG
718
Mather Group
Illinois
– -$306K -3,035 Closed
AA
719
Advisory Alpha
Michigan
– -$293K -2,910 Closed
RMCM
720
Reynders McVeigh Capital Management
Massachusetts
– -$267K -2,651 Closed
MP
721
McDonald Partners
Ohio
– -$254K -2,517 Closed
BFS
722
Bard Financial Services
Connecticut
– -$224K -2,225 Closed
FCA
723
FLC Capital Advisors
California
– -$218K -2,163 Closed
Fisher Asset Management
724
Fisher Asset Management
Washington
– -$213K -2,116 Closed
MC
725
Moors & Cabot
Massachusetts
– -$211K -2,090 Closed
27 28
29
30 31