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iShares Core High Dividend ETF
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Overview Fund Activity

702 hedge funds and large institutions have $6.33B invested in iShares Core High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 267 increasing their positions, 252 reducing their positions, and 76 closing their positions.

Holders
702
Holders Change
-26
Holders Change %
-3.57%
% of All Funds
12.14%
Holding in Top 10
39
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25%
% of All Funds
0.67%
New
64
Increased
267
Reduced
252
Closed
76
Calls
$41.7M
Puts
$10M
Net Calls
+$31.7M
Net Calls Change
+$19.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$482M
2
Truist Financial
2
Truist Financial
North Carolina
$352M
3
Wells Fargo
3
Wells Fargo
California
$165M
4
HCM
4
Hengehold Capital Management
Ohio
$41M
5
MYLI
5
Meiji Yasuda Life Insurance
Japan
$112M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$700M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$100M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
AIA
4
Angeles Investment Advisors
California
$103M
5
PP
5
Prudential plc
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
151
Summit Wealth Partners
Florida
$4.1M 44,857 -882 -2%
BRWA
152
B. Riley Wealth Advisors
Florida
$3.99M 43,652 -47,999 -52%
PFG
153
PAX Financial Group
Texas
$3.98M 43,550 -6,080 -12%
SW
154
SteelPeak Wealth
California
$3.97M 43,514 -12,808 -23%
SWP
155
Stratos Wealth Partners
Ohio
$3.94M 43,177 +16,755 +63%
MWM
156
Maltin Wealth Management
New Jersey
$3.94M 43,118 -5,806 -12%
HFRG
157
Houlihan Financial Resource Group
Virginia
$3.93M 40,370 +40,370 New
PMG
158
ProVise Management Group
Florida
$3.88M 42,445 -3,983 -9%
IA
159
IFP Advisors
Florida
$3.8M 43,064 +1,840 +4%
SC
160
Scotia Capital
Ontario, Canada
$3.73M 40,833 +1,681 +4%
SDAM
161
Shulman DeMeo Asset Management
New York
$3.72M 40,758 -246 -0.6%
BOPW
162
Brandywine Oak Private Wealth
Pennsylvania
$3.72M 40,743 -3,005 -7%
VHAM
163
Van Hulzen Asset Management
California
$3.71M 40,614 +861 +2%
RIA
164
Regal Investment Advisors
Michigan
$3.61M 39,569 -505 -1%
SFG
165
Sowa Financial Group
Rhode Island
$3.57M 39,089 +725 +2%
CPFP
166
Clear Perspectives Financial Planning
Ohio
$3.56M 38,952 +35,057 +900%
LFP
167
Leeward Financial Partners
Washington
$3.52M 38,531 +682 +2%
NA
168
Nottingham Advisors
New York
$3.51M 37,906 -880 -2%
CAL
169
Capital Advisors Ltd
Ohio
$3.49M 38,248 +3,068 +9%
CIAS
170
CFS Investment Advisory Services
New Jersey
$3.47M 3,471,488 +3,424,044 +7,217%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$3.47M 37,973 +15,399 +68%
F
172
F3Logic
Minnesota
$3.43M 37,583 +5,539 +17%
WFM
173
Wolff Financial Management
Michigan
$3.4M 37,205 -182 -0.5%
MBFW
174
Morton Brown Family Wealth
Pennsylvania
$3.37M 36,901 -942 -2%
ASFA
175
All Season Financial Advisors
Colorado
$3.35M 36,704 -1,457 -4%
5 6
7
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