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iShares Core High Dividend ETF
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Overview Fund Activity

706 hedge funds and large institutions have $4.67B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 273 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
11.13%
Holding in Top 10
36
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.2%
% of All Funds
0.57%
New
53
Increased
226
Reduced
273
Closed
49
Calls
$12.1M
Puts
$2.08M
Net Calls
+$10M
Net Calls Change
-$43.3M

Top Buyers

1
HFRG
Houlihan Financial Resource Group
Virginia
$116M
2
Federated Hermes
Federated Hermes
Pennsylvania
$24.3M
3
Jane Street
Jane Street
New York
$18.5M
4
WAM
WNY Asset Management
New York
$15.5M
5
TA
Townsend & Associates
Colorado
$20.9M

Top Sellers

1
CL
COWA LLC
Oklahoma
$7.16M
2
Truist Financial
Truist Financial
North Carolina
$133M
3
Bank of America
Bank of America
North Carolina
$562M
4
SR
Swiss Re
Switzerland
$0
5
FMLI
Fukoku Mutual Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$2.99M -$1.97M -19,508 -40%
NFC
152
Northeast Financial Consultants
Connecticut
$2.99M – – –
CFS
153
CRA Financial Services
New Jersey
$2.95M -$166K -1,645 -5%
AIM
154
Allen Investment Management
New York
$2.94M – – –
UW
155
Unique Wealth
Florida
$2.88M +$172K +1,710 +6%
JWCA
156
J.W. Cole Advisors
Florida
$2.84M -$1.7M -16,834 -37%
AF
157
Allworth Financial
California
$2.81M -$547K -5,423 -16%
APWA
158
Atlas Private Wealth Advisors
New Jersey
$2.8M +$1.54M +15,308 +122%
ISWM
159
Independent Solutions Wealth Management
New York
$2.75M -$34.3K -340 -1%
FFG
160
Frisch Financial Group
New York
$2.72M -$490K -4,865 -15%
FA
161
FC Advisory
Pennsylvania
$2.71M -$55.7K -553 -2%
CCA
162
Cora Capital Advisors
New Jersey
$2.64M +$116K +1,153 +5%
SFWC
163
Strategic Family Wealth Counselors
New Jersey
$2.63M +$22.4K +222 +0.9%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$2.6M -$31K -308 -1%
NA
165
Nottingham Advisors
New York
$2.57M -$334K -3,317 -11%
MFA
166
Mayflower Financial Advisors
Massachusetts
$2.56M -$29.5K -293 -1%
SS
167
Sunbelt Securities
Texas
$2.52M -$3.53K -35 -0.1%
WWA
168
WCG Wealth Advisors
Nevada
$2.5M -$141K -1,397 -5%
LA
169
Lane & Associates
New Jersey
$2.49M -$755K -7,491 -23%
MA
170
Mutual Advisors
Nebraska
$2.48M -$5.33M -52,879 -68%
PIMG
171
Patriot Investment Management Group
Tennessee
$2.45M – – –
AOI
172
Auto-Owners Insurance
Michigan
$2.4M – – –
CL
173
Choreo LLC
Illinois
$2.4M -$59.7K -592 -2%
IGWM
174
ICA Group Wealth Management
Colorado
$2.36M +$50.2K +498 +2%
EWM
175
Evercore Wealth Management
New York
$2.32M -$1.36M -13,523 -37%
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