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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 %
EH
201
Equitable Holdings
New York
$2.84M -$3.07M -29,419 -52%
MFA
202
Mayflower Financial Advisors
Massachusetts
$2.81M +$50.9K +488 +2%
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$2.73M -$8.8M -84,408 -76%
UW
204
Unique Wealth
Florida
$2.7M +$2.7M +25,903 New
BCM
205
Brookstone Capital Management
Illinois
$2.65M -$251K -2,353 -9%
SFWC
206
Strategic Family Wealth Counselors
New Jersey
$2.64M +$37.8K +363 +1%
AAP
207
Arax Advisory Partners
Colorado
$2.63M -$134K -1,285 -5%
HGWM
208
Horst & Graben Wealth Management
Oregon
$2.62M -$4.29M -41,123 -62%
AI
209
Atria Investments
North Carolina
$2.58M -$5.69M -54,579 -69%
PIMG
210
Patriot Investment Management Group
Tennessee
$2.57M – – –
SCA
211
Snowden Capital Advisors
New York
$2.56M +$7.61K +73 +0.3%
OCBCO
212
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.55M +$2.55M +24,413 New
MPW
213
MA Private Wealth
California
$2.54M -$8.83M -84,729 -78%
CA
214
Clearstead Advisors
Ohio
$2.54M -$110K -1,055 -4%
AOI
215
Auto-Owners Insurance
Michigan
$2.48M +$2.48M +23,800 New
ATC
216
Argent Trust Co
Tennessee
$2.48M +$1.75M +16,757 +238%
HPC
217
Hobart Private Capital
North Carolina
$2.48M -$10.3K -99 -0.4%
LNC
218
Lincoln National Corp
Pennsylvania
$2.47M -$1.12M -10,784 -31%
NA
219
NewEdge Advisors
Louisiana
$2.42M -$2.37M -84,327 -49%
IGWM
220
ICA Group Wealth Management
Colorado
$2.37M -$54.6K -524 -2%
Corient Private Wealth
221
Corient Private Wealth
Florida
$2.31M +$2.31M +22,176 New
FA
222
Fiduciary Alliance
South Carolina
$2.3M +$2.3M +22,097 New
UCFA
223
United Capital Financial Advisors
Texas
$2.3M +$262K +2,512 +13%
AC
224
Avestar Capital
New York
$2.3M -$6.25K -60 -0.3%
SI
225
Stephens Inc
Arkansas
$2.29M +$10.2K +98 +0.4%
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