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iShares Core High Dividend ETF
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Overview Fund Activity

717 hedge funds and large institutions have $4.72B invested in iShares Core High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+23
Holders Change %
+3.31%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.37%
New
85
Increased
215
Reduced
291
Closed
53
Calls
$54.2M
Puts
$1.8M
Net Calls
+$52.4M
Net Calls Change
+$36.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$611M
2
Wells Fargo
Wells Fargo
California
$275M
3
Federated Hermes
Federated Hermes
Pennsylvania
$52.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$133M
5
MSCM
McElhenny Sheffield Capital Management
Texas
$16.1M

Top Sellers

1
KAM
Kensington Asset Management
Texas
$0
2
Bank of America
Bank of America
North Carolina
$497M
3
B
Barings
North Carolina
$978K
4
PP
Prudential plc
United Kingdom
$0
5
Truist Financial
Truist Financial
North Carolina
$85.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
201
Gladstone Institutional Advisory
Florida
$1.8M -$55.6K -545 -3%
TCA
202
Transcend Capital Advisors
New Jersey
$1.78M +$1.78M +17,450 New
SWA
203
SOA Wealth Advisors
New York
$1.78M -$145K -1,421 -8%
UCFA
204
United Capital Financial Advisors
Texas
$1.77M -$556K -5,448 -24%
WWM
205
Western Wealth Management
Colorado
$1.76M +$249K +2,444 +16%
Bessemer Group
206
Bessemer Group
New Jersey
$1.76M -$78.4K -769 -4%
BWL
207
Bogart Wealth LLC
Virginia
$1.76M +$1.36M +13,316 +342%
ZB
208
Zions Bancorporation
Utah
$1.75M +$1.48M +14,529 +556%
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$1.75M +$48.3K +474 +3%
Focus Partners Wealth
210
Focus Partners Wealth
Massachusetts
$1.74M +$1.74M +17,050 New
GA
211
GSG Advisors
New Jersey
$1.74M +$330K +3,182 +23%
RP
212
Raelipskie Partnership
Ontario, Canada
$1.73M +$1.73M +16,970 New
WCFA
213
Walkner Condon Financial Advisors
Wisconsin
$1.7M -$648K -6,350 -28%
CAM
214
Cresset Asset Management
Illinois
$1.67M +$17.2K +169 +1%
SPWM
215
Straight Path Wealth Management
Michigan
$1.66M +$33.8K +331 +2%
WC
216
Woodstock Corp
Massachusetts
$1.65M – – –
TCMP
217
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.65M +$17.6K +173 +1%
OBWG
218
Onyx Bridge Wealth Group
New York
$1.64M +$7.24K +71 +0.4%
AA
219
Ancora Advisors
Ohio
$1.63M +$38.9K +381 +2%
VFA
220
Valeo Financial Advisors
Indiana
$1.62M -$52K -5,053 -3%
ANTB
221
AMG National Trust Bank
Colorado
$1.59M -$37.7K -370 -2%
Citadel Advisors
222
Citadel Advisors
Florida
$1.59M +$1.47M +14,423 +1,281%
Financial Engines Advisors
223
Financial Engines Advisors
California
$1.58M +$501K +4,908 +46%
IFPG
224
Intrepid Financial Planning Group
Indiana
$1.58M -$418K -4,098 -21%
CPA
225
Court Place Advisors
Maryland
$1.56M -$52.1K -511 -3%
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9
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