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iShares Core High Dividend ETF
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Overview Fund Activity

694 hedge funds and large institutions have $4.46B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-12
Holders Change %
-1.7%
% of All Funds
11.07%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.54%
New
47
Increased
165
Reduced
295
Closed
54
Calls
$17.8M
Puts
$2.13M
Net Calls
+$15.7M
Net Calls Change
+$5.66M

Top Buyers

1
MYLI
Meiji Yasuda Life Insurance
Japan
$248M
2
KAM
Kensington Asset Management
Texas
$39.6M
3
B
Barings
North Carolina
$31.4M
4
PP
Prudential plc
United Kingdom
$28.2M
5
Comerica Bank
Comerica Bank
Texas
$25.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$3.96M
2
EWA
EP Wealth Advisors
California
$1.19M
3
BlackRock
BlackRock
New York
$45.7M
4
Bank of America
Bank of America
North Carolina
$519M
5
UBS Group
UBS Group
Switzerland
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
151
GSA Capital Partners
United Kingdom
$3.07M +$3.07M +30,999 New
EH
152
Equitable Holdings
New York
$3.03M +$28.6K +289 +1%
MBFW
153
Morton Brown Family Wealth
Pennsylvania
$3.02M -$350K -3,535 -10%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$2.98M +$3.36K +34 +0.1%
ISWM
155
Independent Solutions Wealth Management
New York
$2.91M +$205K +2,074 +8%
AIM
156
Allen Investment Management
New York
$2.89M – – –
JWCA
157
J.W. Cole Advisors
Florida
$2.86M +$67.1K +679 +2%
NFC
158
Northeast Financial Consultants
Connecticut
$2.84M -$91.1K -921 -3%
CFS
159
CRA Financial Services
New Jersey
$2.76M -$135K -1,365 -5%
CCA
160
Cora Capital Advisors
New Jersey
$2.74M +$148K +1,497 +6%
APWA
161
Atlas Private Wealth Advisors
New Jersey
$2.73M -$15.3K -155 -0.6%
UW
162
Unique Wealth
Florida
$2.7M -$130K -1,318 -5%
MA
163
Mutual Advisors
Nebraska
$2.66M +$225K +2,272 +9%
SFWC
164
Strategic Family Wealth Counselors
New Jersey
$2.59M +$14.8K +150 +0.6%
AF
165
Allworth Financial
California
$2.51M -$253K -2,561 -9%
MFA
166
Mayflower Financial Advisors
Massachusetts
$2.49M -$17.8K -180 -0.7%
SS
167
Sunbelt Securities
Texas
$2.49M +$13.5K +137 +0.5%
FFG
168
Frisch Financial Group
New York
$2.47M -$199K -2,014 -7%
FA
169
FC Advisory
Pennsylvania
$2.47M -$195K -1,972 -7%
DWMG
170
DB Wealth Management Group
California
$2.46M -$2.44M -24,650 -50%
WWA
171
WCG Wealth Advisors
Nevada
$2.45M -$2.18K -22 -0.1%
AOI
172
Auto-Owners Insurance
Michigan
$2.35M – – –
Bank of New York Mellon
173
Bank of New York Mellon
New York
$2.31M +$343K +3,465 +17%
GFG
174
Goldstone Financial Group
Illinois
$2.29M +$553K +5,590 +32%
WCFA
175
Walkner Condon Financial Advisors
Wisconsin
$2.28M +$357K +3,613 +19%
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