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iShares Core High Dividend ETF
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Overview Fund Activity

745 hedge funds and large institutions have $7.04B invested in iShares Core High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+43
Holders Change %
+6.13%
% of All Funds
12.02%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.86%
New
125
Increased
274
Reduced
235
Closed
71
Calls
$15.3M
Puts
$1.19M
Net Calls
+$14.1M
Net Calls Change
-$17.6M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$330M
2
Bank of America
Bank of America
North Carolina
$684M
3
CCMG
Clark Capital Management Group
Pennsylvania
$98.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$186M
5
Truist Financial
Truist Financial
North Carolina
$462M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$350K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$451M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5.65M
4
LPL Financial
LPL Financial
California
$195M
5
Morgan Stanley
Morgan Stanley
New York
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
151
Evercore Wealth Management
New York
$4.24M -$468K -4,491 -10%
SDAM
152
Shulman DeMeo Asset Management
New York
$4.23M -$14.5K -139 -0.3%
MWM
153
Maltin Wealth Management
New Jersey
$4.23M -$266K -2,547 -6%
BOPW
154
Brandywine Oak Private Wealth
Pennsylvania
$4.02M -$226K -2,167 -5%
CAL
155
Capital Advisors Ltd
Ohio
$3.99M – – –
ZB
156
Zions Bancorporation
Utah
$3.91M +$3.66M +35,076 +1,449%
BRWA
157
B. Riley Wealth Advisors
Florida
$3.88M -$667K -6,394 -15%
CIBC World Market
158
CIBC World Market
Ontario, Canada
$3.84M +$276K +2,652 +8%
William Blair & Company
159
William Blair & Company
Illinois
$3.84M +$1.12M +10,770 +41%
CS
160
Comerica Securities
Michigan
$3.81M -$3.48M -33,372 -48%
ONB
161
Old National Bancorp
Indiana
$3.81M +$134K +1,289 +4%
TWM
162
Tradition Wealth Management
Minnesota
$3.8M +$2.44M +23,442 +180%
PWM
163
Pacific Wealth Management
California
$3.76M +$3.76M +36,055 New
WFM
164
Wolff Financial Management
Michigan
$3.74M -$136K -1,301 -3%
EFH
165
Eaton Financial Holdings
Florida
$3.72M +$3.72M +35,730 New
KFP
166
Keystone Financial Planning
Ohio
$3.72M -$15.2K -146 -0.4%
ASFA
167
All Season Financial Advisors
Colorado
$3.72M -$109K -1,045 -3%
EPWM
168
Essex Private Wealth Management
Massachusetts
$3.71M -$75.3K -722 -2%
MBFW
169
Morton Brown Family Wealth
Pennsylvania
$3.65M -$201K -1,924 -5%
CA
170
Continuum Advisory
Idaho
$3.64M +$684K +6,565 +23%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$3.63M -$1.5M -14,384 -29%
SFS
172
Sowell Financial Services
Arkansas
$3.55M +$1.3M +12,423 +58%
BFEC
173
Benjamin F. Edwards & Company
Missouri
$3.5M -$98.5K -945 -3%
LA
174
Lane & Associates
New Jersey
$3.48M +$3.48M +33,354 New
CFA
175
Cahill Financial Advisors
Minnesota
$3.43M +$353K +3,387 +11%
5 6
7
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