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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
$20.2M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$18.2M
4
Mariner
Mariner
Kansas
$32.7M
5
GFA
Gallagher Fiduciary Advisors
Illinois
$9.51M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
Truist Financial
Truist Financial
North Carolina
$247M
3
BlackRock
BlackRock
New York
$82.9M
4
Wells Fargo
Wells Fargo
California
$189M
5
Osaic Holdings
Osaic Holdings
Arizona
$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$16.5M -$13.6M -134,099 -45%
Stifel Financial
52
Stifel Financial
Missouri
$16.5M -$861K -8,473 -5%
HWM
53
HB Wealth Management
Georgia
$13.9M -$1.32M -12,952 -9%
KBFS
54
Kohmann Bosshard Financial Services
Ohio
$13.9M +$922K +9,055 +7%
VCS
55
Vaughan & Co Securities
New Jersey
$13.9M +$505K +4,970 +4%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$13.7M -$5.37M -52,864 -28%
SM
57
Sweeney & Michel
California
$13.3M +$13.3M +133,937 New
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$13.2M +$357K +3,515 +3%
PAG
59
Private Advisor Group
New Jersey
$13.1M -$226K -2,223 -2%
Goldman Sachs
60
Goldman Sachs
New York
$12.7M -$2.38M -23,444 -16%
RA
61
RFG Advisory
Alabama
$12M +$332K +3,263 +3%
RFC
62
Regions Financial Corp
Alabama
$11.9M -$12.5M -123,402 -51%
Kayne Anderson Rudnick Investment Management
63
Kayne Anderson Rudnick Investment Management
California
$11.8M -$1.08M -10,660 -8%
HighTower Advisors
64
HighTower Advisors
Illinois
$11.7M -$3.09M -30,341 -21%
TFA
65
Teamwork Financial Advisors
Texas
$11.7M -$10.5M -103,362 -47%
GSIS
66
Global Strategic Investment Solutions
Arizona
$11.4M +$29.5K +290 +0.3%
KPWG
67
KFA Private Wealth Group
Virginia
$11.3M +$218K +2,148 +2%
IA
68
IFP Advisors
Florida
$11.3M -$57.9K -681 -0.5%
CA
69
Cetera Advisors
Colorado
$11.1M -$1.66M -16,370 -13%
PAMG
70
Patton Albertson Miller Group
Tennessee
$11M +$482K +4,741 +5%
CAAM
71
Cornerstone Advisors Asset Management
Pennsylvania
$10.9M +$150K +1,473 +1%
GL
72
Graypoint LLC
New York
$10.8M +$276K +2,718 +3%
KFA
73
Kapstone Financial Advisors
Ohio
$10.8M +$225K +2,154 +2%
WANY
74
Wealthspire Advisors (New York)
New York
$10.6M -$144K -1,415 -1%
FA
75
Fermata Advisors
California
$10.2M -$2.23M -21,959 -18%
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