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iShares Core High Dividend ETF
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Overview Fund Activity

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.36%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M

Top Buyers

1
SS
Simplicity Solutions
Minnesota
$19.7M
2
EWA
EP Wealth Advisors
California
$20.2M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$18.2M
4
Mariner
Mariner
Kansas
$32.7M
5
GFA
Gallagher Fiduciary Advisors
Illinois
$9.51M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
Truist Financial
Truist Financial
North Carolina
$247M
3
BlackRock
BlackRock
New York
$82.9M
4
Wells Fargo
Wells Fargo
California
$189M
5
Osaic Holdings
Osaic Holdings
Arizona
$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFP
126
Leeward Financial Partners
Washington
$4.61M +$370K +3,636 +9%
JWCA
127
J.W. Cole Advisors
Florida
$4.58M -$1.66M -16,365 -27%
Franklin Resources
128
Franklin Resources
California
$4.55M -$4.92M -48,360 -52%
Cerity Partners
129
Cerity Partners
New York
$4.35M +$1.43M +14,105 +49%
FAM
130
Formidable Asset Management
Ohio
$4.26M +$3.65M +35,782 +597%
CCG
131
Chatham Capital Group
Georgia
$4.2M +$1.34M +13,154 +47%
HF
132
HRT Financial
New York
$4.12M +$4.12M +40,527 New
HFRG
133
Houlihan Financial Resource Group
Virginia
$4.08M -$105K -1,029 -3%
SAG
134
SageView Advisory Group
California
$3.94M +$3.67M +36,078 +1,346%
SC
135
Scotia Capital
Ontario, Canada
$3.93M -$298K -2,929 -7%
SDAM
136
Shulman DeMeo Asset Management
New York
$3.91M -$222K -2,180 -5%
PWM
137
Pacific Wealth Management
California
$3.91M +$240K +2,362 +7%
CAL
138
Capital Advisors Ltd
Ohio
$3.9M +$7.83K +77 +0.2%
BSSFA
139
Baron Silver Stevens Financial Advisors
Florida
$3.87M -$491K -4,829 -11%
TWA
140
TPB Wealth Advisors
Texas
$3.85M -$1M -9,852 -21%
CIBC World Market
141
CIBC World Market
Ontario, Canada
$3.82M +$70.4K +692 +2%
MWM
142
Maltin Wealth Management
New Jersey
$3.8M -$327K -3,213 -8%
BOPW
143
Brandywine Oak Private Wealth
Pennsylvania
$3.79M -$131K -1,285 -3%
William Blair & Company
144
William Blair & Company
Illinois
$3.77M +$26.9K +265 +0.7%
ONB
145
Old National Bancorp
Indiana
$3.72M +$13.3K +131 +0.4%
EWM
146
Evercore Wealth Management
New York
$3.72M -$417K -4,100 -10%
BFEC
147
Benjamin F. Edwards & Company
Missouri
$3.71M +$297K +2,922 +9%
EPWM
148
Essex Private Wealth Management
Massachusetts
$3.66M +$40.8K +401 +1%
WFM
149
Wolff Financial Management
Michigan
$3.65M +$3.05K +30 +0.1%
EFH
150
Eaton Financial Holdings
Florida
$3.62M -$8.13K -80 -0.2%
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