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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 %
JFG
176
Jefferies Financial Group
New York
$2.25M -$15.3K -152 -0.7%
IWC
177
Integrated Wealth Concepts
Massachusetts
$2.24M +$237K +2,354 +12%
LNC
178
Lincoln National Corp
Pennsylvania
$2.24M -$364K -3,612 -14%
RIA
179
Regal Investment Advisors
Michigan
$2.22M -$8.16K -81 -0.4%
SI
180
Stephens Inc
Arkansas
$2.22M -$15.1K -150 -0.7%
KA
181
Klingman & Associates
New York
$2.2M +$706 +7 +0%
AC
182
Avestar Capital
New York
$2.19M -$30.2K -300 -1%
PMG
183
ProVise Management Group
Florida
$2.18M -$488K -4,843 -18%
UCFA
184
United Capital Financial Advisors
Texas
$2.16M -$175K -1,733 -7%
SGCA
185
Steel Grove Capital Advisors
Tennessee
$2.15M +$488K +4,841 +29%
CA
186
Clearstead Advisors
Ohio
$2.14M +$80.6K +800 +4%
IFPG
187
Intrepid Financial Planning Group
Indiana
$2.14M -$14.9K -148 -0.7%
BTWM
188
Baker Tilly Wealth Management
Wisconsin
$2.11M +$15.3K +152 +0.7%
DADC
189
D.A. Davidson & Co
Montana
$2.1M +$97.6K +968 +5%
Corient Private Wealth
190
Corient Private Wealth
Florida
$2.07M +$443K +4,395 +27%
IA
191
IFG Advisory
Georgia
$2.04M -$54.9K -545 -3%
ASN
192
Advisory Services Network
Georgia
$2.03M -$1.38M -13,669 -40%
WMA
193
Wealth Management Associates
New Jersey
$2.03M -$11.3K -112 -0.6%
HNWAG
194
High Net Worth Advisory Group
Florida
$2.01M +$103K +1,020 +5%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$2M -$164K -1,628 -8%
HA
196
HFG Advisors
Ohio
$1.99M -$70.4K -698 -3%
WCFA
197
Walkner Condon Financial Advisors
Wisconsin
$1.96M +$545K +5,405 +39%
GGI
198
Godsey & Gibb Inc
Virginia
$1.92M -$40.9K -406 -2%
GIA
199
Gladstone Institutional Advisory
Florida
$1.91M -$110K -1,095 -5%
CFG
200
Cooper Financial Group
California
$1.9M +$1.17M +11,585 +159%
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