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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.

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
1
Wells Fargo
California
$330M
2
Bank of America
2
Bank of America
North Carolina
$684M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$98.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$186M
5
Truist Financial
5
Truist Financial
North Carolina
$462M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$350K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$451M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$5.65M
4
LPL Financial
4
LPL Financial
California
$195M
5
Morgan Stanley
5
Morgan Stanley
New York
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
76
WC Walker & Associates
California
$12.4M +$830K +8,176 +7%
RA
77
RFG Advisory
Alabama
$12M +$9.11M +87,188 +318%
GSIS
78
Global Strategic Investment Solutions
Arizona
$11.6M +$69.8K +670 +0.6%
IA
79
IFP Advisors
Florida
$11.4M +$7.7M +89,896 +209%
KPWG
80
KFA Private Wealth Group
Virginia
$11.3M +$748K +7,174 +7%
AllianceBernstein
81
AllianceBernstein
Tennessee
$11.1M +$11.1M +106,149 New
WWM
82
WJ Wealth Management
Arizona
$11.1M +$2.79M +26,761 +34%
WANY
83
Wealthspire Advisors (New York)
New York
$11M +$605K +5,805 +6%
CAAM
84
Cornerstone Advisors Asset Management
Pennsylvania
$11M – – –
SEM
85
Strategic Equity Management
Arizona
$10.9M +$67.5K +648 +0.6%
PAMG
86
Patton Albertson Miller Group
Tennessee
$10.8M -$4.04M -38,720 -27%
GL
87
Graypoint LLC
New York
$10.8M +$538K +5,164 +5%
KFA
88
Kapstone Financial Advisors
Ohio
$10.6M +$10.6M +101,208 New
F
89
F3Logic
Minnesota
$10.6M +$6.71M +64,335 +171%
GBS
90
Gallagher Benefit Services
Illinois
$10.6M +$10.6M +101,918 New
SGCA
91
Steel Grove Capital Advisors
Tennessee
$9.94M +$9.94M +95,365 New
CWM
92
Connecticut Wealth Management
Connecticut
$9.83M +$68.8K +660 +0.7%
Franklin Resources
93
Franklin Resources
California
$9.71M +$887K +8,511 +10%
BFA
94
Beaumont Financial Advisors
Massachusetts
$9.52M -$790K -7,581 -8%
BWP
95
Bernardo Wealth Planning
Pennsylvania
$9.3M +$447K +4,292 +5%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$8.74M -$558K -5,352 -6%
TA
97
Townsend & Associates
Colorado
$8.62M +$4.24M +40,176 +97%
NAM
98
NTV Asset Management
West Virginia
$8.58M +$260K +2,498 +3%
SRWM
99
Shira Ridge Wealth Management
California
$8.57M +$8.57M +82,181 New
Jones Financial Companies
100
Jones Financial Companies
Missouri
$8.36M +$4.41M +42,259 +111%
2 3
4
5 6