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iShares Core High Dividend ETF
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Overview Fund Activity

694 hedge funds and large institutions have $4.46B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-12
Holders Change %
-1.7%
% of All Funds
11.07%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.54%
New
47
Increased
165
Reduced
295
Closed
54
Calls
$17.8M
Puts
$2.13M
Net Calls
+$15.7M
Net Calls Change
+$5.66M

Top Buyers

1
MYLI
Meiji Yasuda Life Insurance
Japan
$248M
2
KAM
Kensington Asset Management
Texas
$39.6M
3
B
Barings
North Carolina
$31.4M
4
PP
Prudential plc
United Kingdom
$28.2M
5
Comerica Bank
Comerica Bank
Texas
$25.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$3.96M
2
EWA
EP Wealth Advisors
California
$1.19M
3
BlackRock
BlackRock
New York
$45.7M
4
Bank of America
Bank of America
North Carolina
$519M
5
UBS Group
UBS Group
Switzerland
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
201
HFG Advisors
Ohio
$1.87M -$83.8K -847 -4%
SWA
202
SOA Wealth Advisors
New York
$1.86M +$23.3K +236 +1%
LNC
203
Lincoln National Corp
Pennsylvania
$1.84M -$358K -3,624 -16%
OCBCO
204
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.84M – – –
NFG
205
Nations Financial Group
Iowa
$1.84M +$3.46K +35 +0.2%
IAG
206
Investment Advisory Group
Massachusetts
$1.82M -$22.5K -228 -1%
GIA
207
Gladstone Institutional Advisory
Florida
$1.8M -$72.2K -730 -4%
EIP
208
Ellis Investment Partners
Pennsylvania
$1.8M +$130K +1,311 +8%
VFA
209
Valeo Financial Advisors
Indiana
$1.79M +$14.9K +1,358 +0.8%
CCWA
210
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.78M -$47K -475 -3%
Bessemer Group
211
Bessemer Group
New Jersey
$1.78M +$84K +850 +5%
4WM
212
4J Wealth Management
Virginia
$1.75M +$61.6K +623 +4%
MSAM
213
Moloney Securities Asset Management
Missouri
$1.74M -$989 -10 -0.1%
AWM
214
Axxcess Wealth Management
California
$1.72M -$14.5K -147 -0.8%
Envestnet Portfolio Solutions
215
Envestnet Portfolio Solutions
Illinois
$1.65M +$1.65M +16,657 New
BRWA
216
B. Riley Wealth Advisors
Florida
$1.63M +$190K +1,899 +13%
CAM
217
Cresset Asset Management
Illinois
$1.62M -$44K -440 -3%
CPIG
218
Chicago Partners Investment Group
Illinois
$1.6M -$151K -1,579 -9%
WC
219
Woodstock Corp
Massachusetts
$1.6M – – –
TCMP
220
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.58M +$156K +1,581 +11%
ANTB
221
AMG National Trust Bank
Colorado
$1.58M -$39.6K -400 -2%
OBWG
222
Onyx Bridge Wealth Group
New York
$1.58M -$17.9K -181 -1%
SPWM
223
Straight Path Wealth Management
Michigan
$1.58M – – –
AFC
224
AFT Forsyth & Company
Florida
$1.57M -$24.2K -245 -2%
RFN
225
RDA Financial Network
Iowa
$1.57M -$30.7K -310 -2%
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