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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 %
WHCI
751
W.H. Cornerstone Investments
Massachusetts
– -$407K -3,813 Closed
WA
752
Wealth Alliance
New York
– -$392K -3,757 Closed
CIAS
753
CFS Investment Advisory Services
New Jersey
– -$350K -3,355 Closed
RTL
754
Red Tortoise LLC
Georgia
– -$347K -3,333 Closed
KFS
755
Kelly Financial Services
Massachusetts
– -$345K -3,305 Closed
RIS
756
Retirement Income Solutions
Michigan
– -$327K -3,136 Closed
FFS
757
Founders Financial Securities
Maryland
– -$320K -3,068 Closed
WEG
758
World Equity Group
Illinois
– -$303K -2,907 Closed
SBIA
759
Sheaff Brock Investment Advisors
Indiana
– -$300K -2,881 Closed
T
760
TCWP
Ohio
– -$282K -2,704 Closed
DLCIG
761
D.L. Carlson Investment Group
New Hampshire
– -$264K -2,535 Closed
B
762
Bensler
Washington
– -$257K -2,465 Closed
SYBT
763
Stock Yards Bank & Trust
Kentucky
– -$247K -2,365 Closed
PFP
764
Pinnacle Financial Partners
Tennessee
– -$233K -2,231 Closed
CAM
765
Concorde Asset Management
Michigan
– -$228K -2,192 Closed
LA
766
Latitude Advisors
Florida
– -$226K -2,169 Closed
ACI
767
Alpha Cubed Investments
California
– -$219K -2,102 Closed
WCA
768
Westover Capital Advisors
Delaware
– -$206K -1,980 Closed
CWM
769
Chemistry Wealth Management
New York
– -$203K -1,950 Closed
USCWA
770
U.S. Capital Wealth Advisors
Texas
– -$199K -1,908 Closed
EI
771
Ellevest Inc
New York
– -$109K -1,044 Closed
ACA
772
Aptus Capital Advisors
Alabama
– -$69.1K -663 Closed
S
773
SignatureFD
Georgia
– -$61.9K -594 Closed
JFGIW
774
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$44.8K -430 Closed
FCA
775
Fortis Capital Advisors
Kansas
– -$41.7K -400 Closed
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