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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 %
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$2.65M -$3.16M -31,047 -54%
SFWC
177
Strategic Family Wealth Counselors
New Jersey
$2.63M +$49.5K +487 +2%
LNC
178
Lincoln National Corp
Pennsylvania
$2.63M +$221K +2,171 +9%
OCBCO
179
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.62M +$135K +1,326 +5%
MFA
180
Mayflower Financial Advisors
Massachusetts
$2.61M -$130K -1,275 -5%
CCA
181
Cora Capital Advisors
New Jersey
$2.55M +$2.55M +25,042 New
SS
182
Sunbelt Securities
Texas
$2.52M +$1.66M +16,492 +193%
SCA
183
Snowden Capital Advisors
New York
$2.48M -$10.8K -106 -0.4%
CL
184
Choreo LLC
Illinois
$2.48M +$2.48M +24,383 New
PIMG
185
Patriot Investment Management Group
Tennessee
$2.47M -$16.8K -165 -0.7%
AOI
186
Auto-Owners Insurance
Michigan
$2.42M – – –
QA
187
Quantitative Advantage
Minnesota
$2.39M +$352K +3,465 +17%
UCFA
188
United Capital Financial Advisors
Texas
$2.35M +$106K +1,044 +5%
IGWM
189
ICA Group Wealth Management
Colorado
$2.33M +$25K +246 +1%
FCI
190
Financial Counselors Inc
Kansas
$2.31M -$12.8M -126,301 -85%
FA
191
Fiduciary Alliance
South Carolina
$2.3M +$57K +561 +3%
JFG
192
Jefferies Financial Group
New York
$2.28M +$826K +8,127 +57%
SI
193
Stephens Inc
Arkansas
$2.25M +$15.2K +150 +0.7%
RIA
194
Regal Investment Advisors
Michigan
$2.25M -$1.03M -10,153 -31%
AC
195
Avestar Capital
New York
$2.24M +$2.03K +20 +0.1%
KA
196
Klingman & Associates
New York
$2.22M +$813 +8 +0%
SFS
197
Sowell Financial Services
Arkansas
$2.18M -$1.27M -12,534 -37%
Bank of New York Mellon
198
Bank of New York Mellon
New York
$2.18M +$45.1K +444 +2%
IFPG
199
Intrepid Financial Planning Group
Indiana
$2.18M +$810K +7,971 +59%
HWM
200
Hohimer Wealth Management
Washington
$2.16M +$152K +1,498 +8%
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