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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 %
CPIG
201
Chicago Partners Investment Group
Illinois
$1.89M -$145K -1,410 -7%
IAG
202
Investment Advisory Group
Massachusetts
$1.88M +$22.6K +224 +1%
OCBCO
203
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.88M -$719K -7,133 -28%
SWA
204
SOA Wealth Advisors
New York
$1.87M -$119K -1,178 -6%
NFG
205
Nations Financial Group
Iowa
$1.87M -$20.4K -202 -1%
CCWA
206
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.86M – – –
HF
207
HRT Financial
New York
$1.84M -$2.25M -22,304 -55%
AFP
208
Alpha Financial Partners
Kentucky
$1.79M -$1.15M -11,415 -39%
GFG
209
Goldstone Financial Group
Illinois
$1.77M +$638K +6,335 +56%
EWA
210
EP Wealth Advisors
California
$1.77M +$1.46M +324,938 +475%
MSAM
211
Moloney Securities Asset Management
Missouri
$1.77M +$22.7K +225 +1%
AWM
212
Axxcess Wealth Management
California
$1.76M +$11.6K +115 +0.7%
Bessemer Group
213
Bessemer Group
New Jersey
$1.73M +$517K +5,129 +43%
CCFM
214
Clear Creek Financial Management
Washington
$1.72M +$119K +1,185 +7%
4WM
215
4J Wealth Management
Virginia
$1.72M -$4.33K -43 -0.3%
EIP
216
Ellis Investment Partners
Pennsylvania
$1.7M +$40.1K +398 +2%
Prudential Financial
217
Prudential Financial
New Jersey
$1.7M -$70.5K -699 -4%
VFA
218
Valeo Financial Advisors
Indiana
$1.68M +$762 +73 +0%
CAM
219
Cresset Asset Management
Illinois
$1.68M +$1.16M +11,460 +220%
RWP
220
Ridgecrest Wealth Partners
California
$1.67M – – –
ANTB
221
AMG National Trust Bank
Colorado
$1.65M -$20.2K -200 -1%
WC
222
Woodstock Corp
Massachusetts
$1.63M – – –
RFN
223
RDA Financial Network
Iowa
$1.63M -$37.8K -375 -2%
AFC
224
AFT Forsyth & Company
Florida
$1.63M -$36.2K -359 -2%
OBWG
225
Onyx Bridge Wealth Group
New York
$1.63M +$978K +9,699 +150%
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