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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 %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$5.96M +$5.96M +57,155 New
MA
127
Mutual Advisors
Nebraska
$5.93M -$2.37M -22,724 -29%
BTI
128
Blue Trust Inc
Georgia
$5.93M -$2.6M -28,438 -30%
JCM
129
Janney Capital Management
Pennsylvania
$5.87M -$21.3K -204 -0.4%
CPFP
130
Clear Perspectives Financial Planning
Ohio
$5.83M +$1.77M +16,960 +44%
DWMG
131
DB Wealth Management Group
California
$5.79M -$632K -6,062 -10%
CG
132
Colony Group
Massachusetts
$5.78M +$2.11M +20,214 +57%
MCM
133
MV Capital Management
Maryland
$5.68M -$149K -1,428 -3%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$5.65M -$120M -1,150,265 -95%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$5.48M +$921K +8,544 +20%
SPC
136
Sigma Planning Corp
Michigan
$5.47M +$46.9K +450 +0.9%
TWM
137
Trinity Wealth Management
Pennsylvania
$5.45M +$137K +1,316 +3%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$5.26M +$247K +2,368 +5%
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$5.11M +$5.11M +48,982 +61,228%
HCA
140
Heck Capital Advisors
Wisconsin
$5.08M -$208K -1,992 -4%
TWA
141
TPB Wealth Advisors
Texas
$5.03M +$222K +2,104 +5%
SWP
142
Summit Wealth Partners
Florida
$4.96M +$287K +2,758 +6%
CPIG
143
Chicago Partners Investment Group
Illinois
$4.94M -$117K -1,118 -2%
PMG
144
ProVise Management Group
Florida
$4.72M +$295K +2,833 +7%
SFG
145
Sowa Financial Group
Rhode Island
$4.63M +$558K +5,354 +14%
TWC
146
TD Waterhouse Canada
Ontario, Canada
$4.54M +$3.26M +30,147 +255%
BSSFA
147
Baron Silver Stevens Financial Advisors
Florida
$4.47M -$81.1K -778 -2%
LFP
148
Leeward Financial Partners
Washington
$4.35M +$337K +3,229 +8%
SC
149
Scotia Capital
Ontario, Canada
$4.34M +$82.9K +795 +2%
HFRG
150
Houlihan Financial Resource Group
Virginia
$4.28M +$79K +758 +2%
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