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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
+$19.5M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$13.1M
4
Mariner
Mariner
Kansas
+$11M
5
GFA
Gallagher Fiduciary Advisors
Illinois
+$9.51M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$329M
2
Truist Financial
Truist Financial
North Carolina
-$203M
3
BlackRock
BlackRock
New York
-$154M
4
Wells Fargo
Wells Fargo
California
-$133M
5
Osaic Holdings
Osaic Holdings
Arizona
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
EL
726
EQ LLC
Washington
– -$2.98M -28,627 Closed
BWL
727
Bogart Wealth LLC
Virginia
– -$2.85M -27,387 Closed
Qube Research & Technologies (QRT)
728
Qube Research & Technologies (QRT)
United Kingdom
– -$2.73M -26,147 Closed
HGWM
729
Horst & Graben Wealth Management
Oregon
– -$2.62M -25,097 Closed
HPC
730
Hobart Private Capital
North Carolina
– -$2.48M -23,751 Closed
PAS
731
Park Avenue Securities
New York
– -$2.14M -20,477 Closed
CWA
732
Centennial Wealth Advisory
Michigan
– -$2.1M -20,116 Closed
Calamos Advisors
733
Calamos Advisors
Illinois
– -$1.79M -17,199 Closed
BFWA
734
Benchmark Financial Wealth Advisors
Florida
– -$1.78M -17,087 Closed
Marshall Wace
735
Marshall Wace
United Kingdom
– -$1.45M -13,900 Closed
WAS
736
Wealth Advisory Solutions
Indiana
– -$1.19M -11,448 Closed
JCM
737
J2 Capital Management
Michigan
– -$1.18M -11,351 Closed
LGWM
738
Litman Gregory Wealth Management
California
– -$1.14M -10,980 Closed
BBP
739
Banco BTG Pactual
Brazil
– -$920K -8,824 Closed
DE
740
Day & Ennis
Georgia
– -$727K -6,971 Closed
MCC
741
Money Concepts Capital
Florida
– -$647K -6,204 Closed
SW
742
SteelPeak Wealth
California
– -$621K -5,956 Closed
BHPW
743
Beverly Hills Private Wealth
California
– -$566K -5,429 Closed
WIM
744
WealthPlan Investment Management
Nebraska
– -$567K -5,366 Closed
AIM
745
Astor Investment Management
Illinois
– -$533K -5,113 Closed
DWP
746
Destiny Wealth Partners
Florida
– -$516K -4,952 Closed
SFO
747
Stokes Family Office
Louisiana
– -$510K -4,892 Closed
CG
748
CFO4Life Group
Texas
– -$492K -4,716 Closed
OSAM
749
O'Shaughnessy Asset Management
Connecticut
– -$473K -4,537 Closed
VCM
750
Virtue Capital Management
Tennessee
– -$445K -4,272 Closed
28 29
30
31 32