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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
11.13%
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
Houlihan Financial Resource Group
Virginia
$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
$24.3M
3
Jane Street
Jane Street
New York
$18.5M
4
WAM
WNY Asset Management
New York
$15.5M
5
TA
Townsend & Associates
Colorado
$20.9M

Top Sellers

1
CL
COWA LLC
Oklahoma
$7.16M
2
Truist Financial
Truist Financial
North Carolina
$133M
3
Bank of America
Bank of America
North Carolina
$562M
4
SR
Swiss Re
Switzerland
$0
5
FMLI
Fukoku Mutual Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BOPW
126
Brandywine Oak Private Wealth
Pennsylvania
$4.12M +$366K +3,631 +10%
AO
127
Advisor OS
Illinois
$3.98M +$3.98M +39,443 New
SAG
128
SageView Advisory Group
California
$3.88M -$21.8K -216 -0.6%
SC
129
Scotia Capital
Ontario, Canada
$3.87M -$31.4K -312 -0.8%
SDAM
130
Shulman DeMeo Asset Management
New York
$3.83M -$46.6K -462 -1%
Cerity Partners
131
Cerity Partners
New York
$3.81M -$495K -4,915 -11%
CAL
132
Capital Advisors Ltd
Ohio
$3.8M -$59.9K -594 -2%
PWM
133
Pacific Wealth Management
California
$3.8M -$72.4K -718 -2%
MWM
134
Maltin Wealth Management
New Jersey
$3.78M +$12.3K +122 +0.3%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$3.73M +$50.4K +500 +1%
KFP
136
Keystone Financial Planning
Ohio
$3.68M +$136K +1,346 +4%
BSSFA
137
Baron Silver Stevens Financial Advisors
Florida
$3.68M -$153K -1,520 -4%
CIBC World Market
138
CIBC World Market
Ontario, Canada
$3.68M -$105K -1,039 -3%
ONB
139
Old National Bancorp
Indiana
$3.68M -$12.8K -127 -0.3%
TF
140
Theory Financial
Colorado
$3.59M +$146K +1,451 +4%
EPWM
141
Essex Private Wealth Management
Massachusetts
$3.58M -$43.9K -436 -1%
WFM
142
Wolff Financial Management
Michigan
$3.52M -$98.2K -974 -3%
CWM
143
Connecticut Wealth Management
Connecticut
$3.47M -$6.05M -60,057 -64%
MBFW
144
Morton Brown Family Wealth
Pennsylvania
$3.43M -$65.4K -649 -2%
SFG
145
Summit Financial Group
West Virginia
$3.37M +$25K +248 +0.7%
CFA
146
Cahill Financial Advisors
Minnesota
$3.36M -$16.7K -166 -0.5%
SFS
147
Sowell Financial Services
Arkansas
$3.24M +$1.07M +10,655 +50%
IWM
148
IHT Wealth Management
Illinois
$3.18M -$30.3K -301 -0.9%
EH
149
Equitable Holdings
New York
$3.05M +$101K +1,007 +3%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$3.04M -$188K -1,866 -6%
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