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iShares Core High Dividend ETF
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Overview Fund Activity

706 hedge funds and large institutions have $4.67B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 273 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
11.13%
Holding in Top 10
36
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.2%
% of All Funds
0.57%
New
53
Increased
226
Reduced
273
Closed
49
Calls
$12.1M
Puts
$2.08M
Net Calls
+$10M
Net Calls Change
-$43.3M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
$24.3M
3
Jane Street
Jane Street
New York
$18.5M
4
WAM
WNY Asset Management
New York
$15.5M
5
TA
Townsend & Associates
Colorado
$20.9M

Top Sellers

1
CL
COWA LLC
Oklahoma
$7.16M
2
Truist Financial
Truist Financial
North Carolina
$133M
3
Bank of America
Bank of America
North Carolina
$562M
4
SR
Swiss Re
Switzerland
$0
5
FMLI
Fukoku Mutual Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
726
Peapack-Gladstone Financial Corp
New Jersey
– -$471K -4,498 Closed
PIM
727
Parker Investment Management
California
– -$400K -3,933 Closed
SL
728
SWMG LLC
Texas
– -$400K -3,930 Closed
SFP
729
Shepherd Financial Partners
Massachusetts
– -$364K -3,577 Closed
KWS
730
Keystone Wealth Services
California
– -$354K -3,484 Closed
LNWWM
731
Laird Norton Wetherby Wealth Management
California
– -$351K -3,449 Closed
LWA
732
Lineweaver Wealth Advisors
Ohio
– -$346K -3,372 Closed
VBFP
733
Valtinson Bruner Financial Planning
Minnesota
– -$338K -3,323 Closed
NL
734
NWAM LLC
Washington
– -$315K -3,093 Closed
SB
735
Strategic Blueprint
Georgia
– -$281K -2,763 Closed
RRA
736
Round Rock Advisors
Connecticut
– -$277K -2,723 Closed
OCM
737
Objective Capital Management
Ohio
– -$275K -2,709 Closed
MHI
738
Miller Howard Investments
New York
– -$259K -2,544 Closed
OWA
739
Octavia Wealth Advisors
Ohio
– -$254K -2,498 Closed
MHS
740
M Holdings Securities
Oregon
– -$243K -2,386 Closed
KeyBank National Association
741
KeyBank National Association
Ohio
– -$242K -2,383 Closed
VAM
742
Verity Asset Management
North Carolina
– -$232K -2,283 Closed
SWM
743
Silverlake Wealth Management
Vermont
– -$228K -2,241 Closed
OCM
744
One Capital Management
California
– -$224K -2,206 Closed
HTC
745
Haverford Trust Company
Pennsylvania
– -$223K -2,193 Closed
D
746
Dentgroup
Louisiana
– -$217K -2,139 Closed
BHB
747
Bank Hapoalim BM
Israel
– -$215K -2,111 Closed
BCA
748
Bay Colony Advisors
Massachusetts
– -$203K -2,013 Closed
SIG
749
Stonegate Investment Group
Alabama
– -$201K -1,980 Closed
AWM
750
Accel Wealth Management
Iowa
– -$127K -1,246 Closed
27 28 29
30
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