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iShares Core High Dividend ETF
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Overview Fund Activity

694 hedge funds and large institutions have $4.46B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-12
Holders Change %
-1.7%
% of All Funds
11.07%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.54%
New
47
Increased
165
Reduced
295
Closed
54
Calls
$17.8M
Puts
$2.13M
Net Calls
+$15.7M
Net Calls Change
+$5.66M

Top Buyers

1
MYLI
Meiji Yasuda Life Insurance
Japan
$248M
2
KAM
Kensington Asset Management
Texas
$39.6M
3
B
Barings
North Carolina
$31.4M
4
PP
Prudential plc
United Kingdom
$28.2M
5
Comerica Bank
Comerica Bank
Texas
$25.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$3.96M
2
EWA
EP Wealth Advisors
California
$1.19M
3
BlackRock
BlackRock
New York
$45.7M
4
Bank of America
Bank of America
North Carolina
$519M
5
UBS Group
UBS Group
Switzerland
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
726
Smithbridge Asset Management
Pennsylvania
– -$208K -2,067 Closed
TDC
727
Thompson Davis & Co
Virginia
– -$204K -2,022 Closed
AWM
728
Affinity Wealth Management
Delaware
– -$203K -2,019 Closed
PA
729
PFG Advisors
Arizona
– -$203K -2,012 Closed
TNBTD
730
Trustmark National Bank Trust Department
Mississippi
– -$201K -1,998 Closed
FB
731
Fulton Bank
Pennsylvania
– -$201K -1,990 Closed
WP
732
WealthPLAN Partners
Nebraska
– -$121K -1,196 Closed
FA
733
Fiduciary Alliance
South Carolina
– -$118K -1,174 Closed
FMP
734
Financial Management Professionals
Texas
– -$98K -976 Closed
PIAS
735
PCA Investment Advisory Services
Ohio
– -$87.3K -866 Closed
Simplex Trading
736
Simplex Trading
Illinois
– -$80K -800 Closed
TFP
737
Tilia Fiduciary Partners
North Carolina
– -$72.8K -722 Closed
CWA
738
Clearview Wealth Advisors
Oregon
– -$61.3K -608 Closed
HWA
739
Heritage Wealth Advisors
Virginia
– -$50.9K -505 Closed
CWC
740
Carolinas Wealth Consulting
North Carolina
– -$35.9K -357 Closed
HS
741
Horan Securities
United States
– -$35.3K -350 Closed
IAS
742
IMA Advisory Services
Colorado
– -$33.3K -330 Closed
SF
743
Safeguard Financial
Wisconsin
– -$30K -304 Closed
NCM
744
Northwest Capital Management
Oregon
– -$19.2K -190 Closed
GFPC
745
Global Financial Private Client
Florida
– -$9.6K -95 Closed
AWM
746
Avior Wealth Management
Nebraska
– -$4.94K -49 Closed
MPCG
747
Matrix Private Capital Group
New York
– -$3.69K -37 Closed
CSWG
748
Cardinal Strategic Wealth Guidance
Kentucky
– -$2.82K -28 Closed
CCM
749
Chilton Capital Management
Texas
– -$2.42K -24 Closed
SSG
750
Summit Securities Group
New York
– -$1K -10 Closed
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