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iShares Core High Dividend ETF
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Overview Fund Activity

694 hedge funds and large institutions have $4.46B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-12
Holders Change %
-1.7%
% of All Funds
11.07%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.54%
New
47
Increased
165
Reduced
295
Closed
54
Calls
$17.8M
Puts
$2.13M
Net Calls
+$15.7M
Net Calls Change
+$5.66M

Top Buyers

1
MYLI
Meiji Yasuda Life Insurance
Japan
$248M
2
KAM
Kensington Asset Management
Texas
$39.6M
3
B
Barings
North Carolina
$31.4M
4
PP
Prudential plc
United Kingdom
$28.2M
5
Comerica Bank
Comerica Bank
Texas
$25.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$3.96M
2
EWA
EP Wealth Advisors
California
$1.19M
3
BlackRock
BlackRock
New York
$45.7M
4
Bank of America
Bank of America
North Carolina
$519M
5
UBS Group
UBS Group
Switzerland
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
126
Sharkey, Howes & Javer
Colorado
$3.95M -$666K -6,735 -14%
PWM
127
Pacific Wealth Management
California
$3.85M +$122K +1,231 +3%
EE
128
EWG Elevate
California
$3.77M +$3.77M +38,133 New
CAL
129
Capital Advisors Ltd
Ohio
$3.73M – – –
SDAM
130
Shulman DeMeo Asset Management
New York
$3.73M -$26.1K -264 -0.7%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$3.72M +$110K +1,110 +3%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$3.71M +$54K +546 +1%
MWM
133
Maltin Wealth Management
New Jersey
$3.69M -$19.4K -196 -0.5%
FTS
134
Fifth Third Securities
Ohio
$3.67M -$1.36M -13,565 -27%
EPWM
135
Essex Private Wealth Management
Massachusetts
$3.62M +$99.4K +1,005 +3%
KFP
136
Keystone Financial Planning
Ohio
$3.61M – – –
ONB
137
Old National Bancorp
Indiana
$3.61M +$890 +9 +0%
SC
138
Scotia Capital
Ontario, Canada
$3.59M -$211K -2,130 -6%
TFA
139
Teamwork Financial Advisors
Texas
$3.57M -$5.87M -59,366 -62%
TF
140
Theory Financial
Colorado
$3.49M -$29.7K -300 -0.8%
WFM
141
Wolff Financial Management
Michigan
$3.44M -$14.8K -150 -0.4%
BSSFA
142
Baron Silver Stevens Financial Advisors
Florida
$3.41M -$206K -2,079 -6%
GRP
143
Global Retirement Partners
California
$3.41M -$2.37M -24,494 -41%
SFS
144
Sowell Financial Services
Arkansas
$3.4M +$184K +1,837 +6%
CWM
145
Connecticut Wealth Management
Connecticut
$3.38M -$28.2K -285 -0.8%
SWP
146
Stratos Wealth Partners
Ohio
$3.34M -$2.01M -20,361 -38%
CFA
147
Cahill Financial Advisors
Minnesota
$3.32M +$30.1K +304 +0.9%
IWM
148
IHT Wealth Management
Illinois
$3.29M +$168K +1,697 +5%
SFG
149
Summit Financial Group
West Virginia
$3.16M -$146K -1,472 -4%
JFG
150
Jefferies Financial Group
New York
$3.07M +$859K +8,683 +39%
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