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iShares Core High Dividend ETF
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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 %
KWM
776
Keebeck Wealth Management
Illinois
– -$761K -8,331 Closed
WF
777
Williams Financial
Vermont
– -$747K -8,178 Closed
VWM
778
Venturi Wealth Management
Texas
– -$721K -7,903 Closed
CC
779
Copperleaf Capital
North Carolina
– -$687K -7,525 Closed
MA
780
MUFG Americas
New York
– -$501K -5,489 Closed
WIA
781
World Investment Advisors
California
– -$465K -5,097 Closed
RCM
782
Raleigh Capital Management
North Carolina
– -$454K -4,973 Closed
MLA
783
My Legacy Advisors
Oregon
– -$426K -4,496 Closed
FHC
784
First Heartland Consultants
Missouri
– -$408 -4,476 Closed
AWA
785
Arete Wealth Advisors
Illinois
– -$403K -4,414 Closed
SFG
786
Sovereign Financial Group
Connecticut
– -$403K -4,413 Closed
AWM
787
Angeles Wealth Management
California
– -$402K -4,400 Closed
TCA
788
Transcend Capital Advisors
New Jersey
– -$393K -4,309 Closed
SP
789
Successful Portfolios
Florida
– -$373K -4,086 Closed
RF
790
RHS Financial
California
– -$371K -4,066 Closed
IC
791
IEQ Capital
California
– -$311K -3,412 Closed
TPWA
792
TRUE Private Wealth Advisors
Oregon
– -$301K -3,306 Closed
RF
793
Resolute Financial
Massachusetts
– -$295K -3,232 Closed
VCP
794
Verus Capital Partners
Arizona
– -$294K -3,219 Closed
PA
795
PFG Advisors
Arizona
– -$287K -3,139 Closed
SPI
796
Sutton Place Investors
New York
– -$285K -3,123 Closed
ACK
797
Andrew C. Karlinski
– -$273K -2,991 Closed
HIM
798
Hanlon Investment Management
New Jersey
– -$254K -2,777 Closed
BBHC
799
Brown Brothers Harriman & Co
New York
– -$229K -2,505 Closed
BJL
800
Brighton Jones LLC
Washington
– -$226K -2,477 Closed
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