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iShares Core High Dividend ETF
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Overview Fund Activity

745 hedge funds and large institutions have $7.04B invested in iShares Core High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+43
Holders Change %
+6.13%
% of All Funds
12.02%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.86%
New
125
Increased
274
Reduced
235
Closed
71
Calls
$15.3M
Puts
$1.19M
Net Calls
+$14.1M
Net Calls Change
-$17.6M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$330M
2
Bank of America
2
Bank of America
North Carolina
$684M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$98.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$186M
5
Truist Financial
5
Truist Financial
North Carolina
$462M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$350K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$451M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$5.65M
4
LPL Financial
4
LPL Financial
California
$195M
5
Morgan Stanley
5
Morgan Stanley
New York
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
51
Teamwork Financial Advisors
Texas
$22.7M +$6M +57,592 +36%
Mariner
52
Mariner
Kansas
$22.3M +$5.33M +51,176 +31%
AAS
53
Avantax Advisory Services
Texas
$22M -$656K -6,293 -3%
Comerica Bank
54
Comerica Bank
Texas
$21.8M +$2.27M +21,407 +12%
Creative Planning
55
Creative Planning
Kansas
$21.7M -$4.4M -42,246 -17%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$19.5M +$288K +2,761 +1%
Stifel Financial
57
Stifel Financial
Missouri
$17.8M -$4.35M -41,725 -20%
Two Sigma Investments
58
Two Sigma Investments
New York
$17.2M -$8.85M -84,900 -34%
HCP
59
Holt Capital Partners
Texas
$17.1M +$7.97M +76,500 +87%
RW
60
Regimen Wealth
Georgia
$17.1M +$17.1M +164,969 New
OCM
61
One Capital Management
California
$16.6M +$13.1M +126,053 +376%
GWM
62
GDS Wealth Management
Texas
$16.4M +$857K +8,222 +6%
HWM
63
HB Wealth Management
Georgia
$15.6M +$1.21M +11,597 +8%
FCI
64
Financial Counselors Inc
Kansas
$15.5M +$15.2M +145,688 +4,387%
Goldman Sachs
65
Goldman Sachs
New York
$15.4M -$5.96M -57,195 -28%
HighTower Advisors
66
HighTower Advisors
Illinois
$15.2M +$1.64M +15,768 +12%
VCS
67
Vaughan & Co Securities
New Jersey
$13.7M -$788K -7,564 -5%
RCM
68
Rain Capital Management
Oregon
$13.7M -$208K -1,992 -1%
MMRF
69
Michelson Medical Research Foundation
California
$13.7M +$13.7M +131,320 New
KBFS
70
Kohmann Bosshard Financial Services
Ohio
$13.3M +$9.48M +90,987 +251%
Kayne Anderson Rudnick Investment Management
71
Kayne Anderson Rudnick Investment Management
California
$13.2M +$2.34M +22,467 +22%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$13.2M +$393K +3,773 +3%
CA
73
Cetera Advisors
Colorado
$13.1M +$4.82M +46,245 +59%
GT
74
Glenmede Trust
Pennsylvania
$12.8M +$1.87M +17,939 +17%
FA
75
Fermata Advisors
California
$12.7M +$80.2K +769 +0.6%
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