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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 %
Deutsche Bank
101
Deutsche Bank
Germany
$8.15M +$2.97M +28,474 +57%
LF
102
Lantz Financial
Illinois
$8.05M -$435K -4,173 -5%
FA
103
Forefront Analytics
Pennsylvania
$7.92M -$1.32M -12,691 -14%
F4L
104
Fortune 45 LLC
Louisiana
$7.84M +$95K +911 +1%
CL
105
COWA LLC
Oklahoma
$7.8M +$2.31M +21,657 +42%
IAN
106
Integrated Advisors Network
Texas
$7.79M -$585K -5,615 -7%
AWA
107
Arkadios Wealth Advisors
Georgia
$7.61M +$1.3M +12,476 +21%
ST
108
Smithfield Trust
Pennsylvania
$7.59M +$128K +1,228 +2%
FWM
109
Forefront Wealth Management
Pennsylvania
$7.42M +$1.68M +16,071 +29%
FWP
110
FAS Wealth Partners
Kansas
$7.24M +$683K +6,549 +10%
W
111
WealthOne
New York
$7.14M +$1.16M +11,171 +19%
DOA
112
D'Orazio & Associates
Virginia
$7.1M +$25.7K +247 +0.4%
KOMWMG
113
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.89M +$814K +7,810 +13%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$6.81M -$137K -1,316 -2%
LWA
115
Lineweaver Wealth Advisors
Ohio
$6.79M +$8.76K +84 +0.1%
HWAM
116
Hennion & Walsh Asset Management
New Jersey
$6.76M +$411K +3,945 +6%
GB
117
Gunma Bank
Japan
$6.57M +$1.88M +18,000 +40%
XF
118
XML Financial
Maryland
$6.41M +$1.19M +11,444 +23%
JWCA
119
J.W. Cole Advisors
Florida
$6.4M -$379K -3,632 -6%
AF
120
Allworth Financial
California
$6.39M -$402K -3,859 -6%
FP
121
Financial Perspectives
Minnesota
$6.31M +$688K +6,597 +12%
LFAS
122
Level Four Advisory Services
Texas
$6.3M -$8.86K -85 -0.1%
IWC
123
Integrated Wealth Concepts
Massachusetts
$6.23M -$372K -3,571 -6%
SHJ
124
Sharkey, Howes & Javer
Colorado
$6.17M -$4.54M -43,516 -42%
SWP
125
Stratos Wealth Partners
Ohio
$6.05M +$1.55M +14,904 +35%
3 4
5
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