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iShares Core High Dividend ETF
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Overview Fund Activity

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.36%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M

Top Buyers

1
SS
Simplicity Solutions
Minnesota
$19.7M
2
EWA
EP Wealth Advisors
California
$20.2M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$18.2M
4
Mariner
Mariner
Kansas
$32.7M
5
GFA
Gallagher Fiduciary Advisors
Illinois
$9.51M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
Truist Financial
Truist Financial
North Carolina
$247M
3
BlackRock
BlackRock
New York
$82.9M
4
Wells Fargo
Wells Fargo
California
$189M
5
Osaic Holdings
Osaic Holdings
Arizona
$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
151
Keystone Financial Planning
Ohio
$3.58M -$46.9K -461 -1%
MBFW
152
Morton Brown Family Wealth
Pennsylvania
$3.53M -$29.7K -292 -0.8%
TF
153
Theory Financial
Colorado
$3.47M +$131K +1,293 +4%
ASN
154
Advisory Services Network
Georgia
$3.44M +$153K +1,504 +5%
CFA
155
Cahill Financial Advisors
Minnesota
$3.4M +$57K +561 +2%
AF
156
Allworth Financial
California
$3.39M -$2.84M -27,972 -46%
SFG
157
Summit Financial Group
West Virginia
$3.37M +$82.9K +815 +3%
FAIM
158
Financial Advocates Investment Management
Washington
$3.29M +$1.62M +13,377 +96%
LA
159
Lane & Associates
New Jersey
$3.27M -$120K -1,176 -4%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$3.25M -$292K -2,868 -8%
IWM
161
IHT Wealth Management
Illinois
$3.24M -$13.1K -129 -0.4%
FFG
162
Frisch Financial Group
New York
$3.24M -$15.2K -150 -0.5%
CFS
163
CRA Financial Services
New Jersey
$3.14M +$81.3K +800 +3%
NFC
164
Northeast Financial Consultants
Connecticut
$3.01M – – –
EH
165
Equitable Holdings
New York
$2.98M +$206K +2,027 +7%
AFP
166
Alpha Financial Partners
Kentucky
$2.97M -$80.8K -795 -3%
AIM
167
Allen Investment Management
New York
$2.97M – – –
NA
168
Nottingham Advisors
New York
$2.93M -$76.3K -751 -3%
CS
169
Comerica Securities
Michigan
$2.88M -$830K -8,161 -22%
CA
170
Continuum Advisory
Idaho
$2.83M -$712K -7,004 -20%
ISWM
171
Independent Solutions Wealth Management
New York
$2.81M -$49.8K -490 -2%
FA
172
FC Advisory
Pennsylvania
$2.79M -$19.1K -188 -0.7%
UW
173
Unique Wealth
Florida
$2.73M +$101K +991 +4%
PMG
174
ProVise Management Group
Florida
$2.69M -$1.91M -18,800 -42%
WWA
175
WCG Wealth Advisors
Nevada
$2.66M -$162K -1,592 -6%
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