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iShares Core High Dividend ETF
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Overview Fund Activity

717 hedge funds and large institutions have $4.72B invested in iShares Core High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+23
Holders Change %
+3.31%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.37%
New
85
Increased
215
Reduced
291
Closed
53
Calls
$54.2M
Puts
$1.8M
Net Calls
+$52.4M
Net Calls Change
+$36.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$611M
2
Wells Fargo
Wells Fargo
California
$275M
3
Federated Hermes
Federated Hermes
Pennsylvania
$52.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$133M
5
MSCM
McElhenny Sheffield Capital Management
Texas
$16.1M

Top Sellers

1
KAM
Kensington Asset Management
Texas
$0
2
Bank of America
Bank of America
North Carolina
$497M
3
B
Barings
North Carolina
$978K
4
PP
Prudential plc
United Kingdom
$0
5
Truist Financial
Truist Financial
North Carolina
$85.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
126
Theory Financial
Colorado
$3.74M +$145K +1,422 +4%
GRP
127
Global Retirement Partners
California
$3.74M +$130K +1,267 +4%
ONB
128
Old National Bancorp
Indiana
$3.67M -$52.6K -516 -1%
CFG
129
Cooper Financial Group
California
$3.66M -$611K -5,990 -14%
WFM
130
Wolff Financial Management
Michigan
$3.54M -$9.49K -93 -0.3%
CAL
131
Capital Advisors Ltd
Ohio
$3.5M -$349K -3,422 -9%
BSSFA
132
Baron Silver Stevens Financial Advisors
Florida
$3.45M -$61.2K -600 -2%
AFTS
133
American Financial & Tax Strategies
New York
$3.42M +$3.42M +33,549 New
IWM
134
IHT Wealth Management
Illinois
$3.4M +$3.26K +32 +0.1%
CFA
135
Cahill Financial Advisors
Minnesota
$3.39M -$34.8K -341 -1%
EH
136
Equitable Holdings
New York
$3.38M +$264K +2,587 +8%
BWP
137
Bernardo Wealth Planning
Pennsylvania
$3.36M -$6.61M -64,806 -66%
CWM
138
Connecticut Wealth Management
Connecticut
$3.35M -$134K -1,309 -4%
ISWM
139
Independent Solutions Wealth Management
New York
$3.33M +$336K +3,296 +11%
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$3.25M -$3.12M -30,547 -49%
SFG
141
Summit Financial Group
West Virginia
$3.23M -$27.6K -271 -0.8%
JFG
142
Jefferies Financial Group
New York
$3.06M -$100K -982 -3%
TFA
143
Teamwork Financial Advisors
Texas
$3M -$682K -6,688 -19%
AIM
144
Allen Investment Management
New York
$2.98M – – –
MA
145
Mutual Advisors
Nebraska
$2.97M +$230K +2,254 +8%
MBFW
146
Morton Brown Family Wealth
Pennsylvania
$2.95M -$157K -1,541 -5%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$2.95M -$127K -1,245 -4%
JWCA
148
J.W. Cole Advisors
Florida
$2.93M -$13.1K -128 -0.4%
NFC
149
Northeast Financial Consultants
Connecticut
$2.93M – – –
SFS
150
Sowell Financial Services
Arkansas
$2.92M -$551K -5,397 -16%
4 5
6
7 8