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iShares Core High Dividend ETF
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Overview Fund Activity

717 hedge funds and large institutions have $4.72B invested in iShares Core High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+23
Holders Change %
+3.31%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.37%
New
85
Increased
215
Reduced
291
Closed
53
Calls
$54.2M
Puts
$1.8M
Net Calls
+$52.4M
Net Calls Change
+$36.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$611M
2
Wells Fargo
Wells Fargo
California
$275M
3
Federated Hermes
Federated Hermes
Pennsylvania
$52.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$133M
5
MSCM
McElhenny Sheffield Capital Management
Texas
$16.1M

Top Sellers

1
KAM
Kensington Asset Management
Texas
$0
2
Bank of America
Bank of America
North Carolina
$497M
3
B
Barings
North Carolina
$978K
4
PP
Prudential plc
United Kingdom
$0
5
Truist Financial
Truist Financial
North Carolina
$85.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$2.91M -$4.05M – –
SS
152
Sunbelt Securities
Texas
$2.87M +$307K +3,011 +12%
SFWC
153
Strategic Family Wealth Counselors
New Jersey
$2.78M +$109K +1,070 +4%
CFS
154
CRA Financial Services
New Jersey
$2.73M -$115K -1,123 -4%
APWA
155
Atlas Private Wealth Advisors
New Jersey
$2.71M -$108K -1,063 -4%
MFA
156
Mayflower Financial Advisors
Massachusetts
$2.69M +$121K +1,183 +5%
FFG
157
Frisch Financial Group
New York
$2.57M +$28.6K +280 +1%
UW
158
Unique Wealth
Florida
$2.55M -$228K -2,235 -8%
SWP
159
Stratos Wealth Partners
Ohio
$2.43M -$1.02M -9,966 -29%
AOI
160
Auto-Owners Insurance
Michigan
$2.43M – – –
WWA
161
WCG Wealth Advisors
Nevada
$2.43M -$98.2K -963 -4%
FA
162
FC Advisory
Pennsylvania
$2.41M -$130K -1,273 -5%
AF
163
Allworth Financial
California
$2.4M -$182K -1,787 -7%
PS
164
Principal Securities
Iowa
$2.36M +$2.36M +23,175 New
RIA
165
Regal Investment Advisors
Michigan
$2.31M +$52.8K +518 +2%
IWC
166
Integrated Wealth Concepts
Massachusetts
$2.28M -$61.8K -606 -3%
IGWM
167
ICA Group Wealth Management
Colorado
$2.28M -$19.2K -188 -0.8%
SI
168
Stephens Inc
Arkansas
$2.27M +$20.4K +200 +0.9%
DADC
169
D.A. Davidson & Co
Montana
$2.27M +$228K +2,239 +11%
LA
170
Lane & Associates
New Jersey
$2.25M -$84.9K -832 -4%
KA
171
Klingman & Associates
New York
$2.23M +$1.63K +16 +0.1%
AWC
172
Abundance Wealth Counselors
Pennsylvania
$2.22M +$2.22M +21,787 New
IA
173
IFG Advisory
Georgia
$2.16M +$91.8K +900 +4%
BHPW
174
Beverly Hills Private Wealth
California
$2.16M +$2.16M +21,154 New
HNWAG
175
High Net Worth Advisory Group
Florida
$2.15M +$102K +997 +5%
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