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iShares Core High Dividend ETF
HDV

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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$350K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$451M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5.65M
4
LPL Financial
LPL Financial
California
$195M
5
Morgan Stanley
Morgan Stanley
New York
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
726
Pathway Financial Advisers
Indiana
$5.13K +$5.13K +49 New
PP
727
PrairieView Partners
Minnesota
$5K – – –
OLVIG
728
Oliver Lagore Vanvalin Investment Group
Michigan
$4.42K -$223K -2,119 -98%
LS
729
Leelyn Smith
Illinois
$4.38K – – –
CAL
730
Capital Analysts LLC
Pennsylvania
$4K -$340K -3,230 -99%
MWC
731
MBM Wealth Consultants
Missouri
$4K – – –
NF
732
Norwood Financial
Pennsylvania
$3.75K – – –
SIS
733
Sound Income Strategies
Florida
$3.54K -$521 -5 -13%
PWS
734
Paragon Wealth Strategies
Florida
$3.13K – – –
IF
735
Integrity Financial
Wyoming
$3.02K +$3.02K +29 New
AWM
736
Accurate Wealth Management
Florida
$2.33K +$2.33K +22 New
TFA
737
Toth Financial Advisory
Virginia
$2.09K +$2.09K +20 New
BHWM
738
Bay Harbor Wealth Management
Maryland
$2K -$2.22M -23,302 -100%
NMG
739
New Millennium Group
Utah
$1.82K – – –
BHWM
740
Beaird Harris Wealth Management
Texas
$1.72K -$13.9K -129 -89%
NIC
741
Northwest Investment Counselors
Oregon
$1.46K +$1.46K +14 New
DSC
742
Duncker Streett & Co
Missouri
$1.46K – – –
Fifth Third Bancorp
743
Fifth Third Bancorp
Ohio
$1.36K +$1.36K +13 New
MAWA
744
Moss Adams Wealth Advisors
Washington
$1.12K +$1.12K +11 New
EE
745
EWG Elevate
California
$1.04K +$1.04K +10 New
GCS
746
Gordian Capital (Singapore)
Singapore
$1K – – –
IHWM
747
Iron Horse Wealth Management
Iowa
$1K +$1K +9 New
WIM
748
Westside Investment Management
California
$41 +$3 +31 +8%
CMA
749
Cedar Mountain Advisors
Oregon
$2 – – –
BOC
750
Bull Oak Capital
California
– -$12.3M -134,459 Closed
28 29
30
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