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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 %
TF
176
Theory Financial
Colorado
$3.42M +$3.42M +32,840 New
FANJ
177
Financial Architects (New Jersey)
New Jersey
$3.4M +$1.91M +18,339 +128%
Russell Investments Group
178
Russell Investments Group
United Kingdom
$3.38M +$3.38M +32,389 New
SFG
179
Summit Financial Group
West Virginia
$3.37M +$185K +1,776 +6%
ASN
180
Advisory Services Network
Georgia
$3.37M -$2.66M -25,496 -44%
RIA
181
Regal Investment Advisors
Michigan
$3.36M -$761K -7,303 -18%
IWM
182
IHT Wealth Management
Illinois
$3.34M -$12.9K -124 -0.4%
FFG
183
Frisch Financial Group
New York
$3.33M +$31.2K +299 +0.9%
DC
184
Davenport & Co
Virginia
$3.31M +$3.08M +29,581 +1,344%
SG
185
StoneX Group
New York
$3.21M +$570K +5,464 +22%
CFS
186
CRA Financial Services
New Jersey
$3.14M +$52.3K +502 +2%
AFP
187
Alpha Financial Partners
Kentucky
$3.13M +$3.13M +30,003 New
NFC
188
Northeast Financial Consultants
Connecticut
$3.09M – – –
NA
189
Nottingham Advisors
New York
$3.09M -$865K -8,297 -22%
AIC
190
Ayalon Insurance Company
Israel
$3.08M +$105K +1,003 +4%
PAG
191
Private Advisor Group
New Jersey
$3.05M +$106K +4,577 +4%
AIM
192
Allen Investment Management
New York
$3.04M – – –
Cerity Partners
193
Cerity Partners
New York
$2.98M +$315K +3,022 +12%
EL
194
EQ LLC
Washington
$2.98M +$90.5K +868 +3%
CCG
195
Chatham Capital Group
Georgia
$2.93M -$12.5K -120 -0.4%
ISWM
196
Independent Solutions Wealth Management
New York
$2.93M -$295K -2,831 -9%
WWA
197
WCG Wealth Advisors
Nevada
$2.89M -$146K -1,396 -5%
SWM
198
SigFig Wealth Management
California
$2.89M +$1.78M +22,290 +160%
FA
199
FC Advisory
Pennsylvania
$2.88M +$19.6K +188 +0.7%
BWL
200
Bogart Wealth LLC
Virginia
$2.85M +$2.85M +27,387 New
6 7
8
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