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iShares Core High Dividend ETF
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Overview Fund Activity

706 hedge funds and large institutions have $4.67B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 273 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
11.14%
Holding in Top 10
36
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.2%
% of All Funds
0.57%
New
53
Increased
226
Reduced
273
Closed
49
Calls
$12.1M
Puts
$2.08M
Net Calls
+$10M
Net Calls Change
-$43.3M

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$116M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$24.3M
3
Jane Street
3
Jane Street
New York
$18.5M
4
WAM
4
WNY Asset Management
New York
$15.5M
5
TA
5
Townsend & Associates
Colorado
$20.9M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$7.16M
2
Truist Financial
2
Truist Financial
North Carolina
$133M
3
Bank of America
3
Bank of America
North Carolina
$562M
4
SR
4
Swiss Re
Switzerland
$0
5
FMLI
5
Fukoku Mutual Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
101
XML Financial
Maryland
$6.22M -$801K -7,945 -11%
DOA
102
D'Orazio & Associates
Virginia
$6.21M -$609K -6,045 -9%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$6.13M +$98K +963 +2%
LFAS
104
Level Four Advisory Services
Texas
$6.04M -$24.2K -240 -0.4%
GRP
105
Global Retirement Partners
California
$6.02M +$1.13M +11,187 +23%
TWM
106
Trinity Wealth Management
Pennsylvania
$5.75M +$197K +1,958 +4%
FA
107
Forefront Analytics
Pennsylvania
$5.74M -$1.37M -13,591 -19%
JCM
108
Janney Capital Management
Pennsylvania
$5.55M -$29K -288 -0.5%
SWP
109
Stratos Wealth Partners
Ohio
$5.46M +$3.52M +34,973 +182%
SPC
110
Sigma Planning Corp
Michigan
$5.36M -$282K -2,797 -5%
PWA
111
Phoenix Wealth Advisors
North Carolina
$5.11M +$69.2K +687 +1%
FTS
112
Fifth Third Securities
Ohio
$5.07M -$402K -3,989 -7%
DWMG
113
DB Wealth Management Group
California
$4.99M -$567K -5,626 -10%
SFG
114
Sowa Financial Group
Rhode Island
$4.88M +$134K +1,334 +3%
Luther King Capital Management (LKCM)
115
Luther King Capital Management (LKCM)
Texas
$4.86M -$1.66M – –
Lido Advisors
116
Lido Advisors
California
$4.82M +$4.1M +40,643 +570%
SWP
117
Summit Wealth Partners
Florida
$4.8M +$24.6K +244 +0.5%
SHJ
118
Sharkey, Howes & Javer
Colorado
$4.7M -$570K -5,657 -11%
HCA
119
Heck Capital Advisors
Wisconsin
$4.67M -$116K -1,150 -2%
GB
120
Gunma Bank
Japan
$4.64M -$2.62M -26,000 -36%
MA
121
MJP Associates
Connecticut
$4.54M +$4.54M +45,087 New
FWM
122
Forefront Wealth Management
Pennsylvania
$4.39M -$2.64M -26,195 -38%
FAM
123
Formidable Asset Management
Ohio
$4.35M +$143K +1,417 +3%
CCG
124
Chatham Capital Group
Georgia
$4.15M -$15.1K -150 -0.4%
William Blair & Company
125
William Blair & Company
Illinois
$4.14M +$406K +4,027 +11%
3 4
5
6 7