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iShares Core High Dividend ETF
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Overview Fund Activity

702 hedge funds and large institutions have $6.33B invested in iShares Core High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 267 increasing their positions, 252 reducing their positions, and 76 closing their positions.

Holders
702
Holders Change
-26
Holders Change %
-3.57%
% of All Funds
12.14%
Holding in Top 10
39
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25%
% of All Funds
0.67%
New
64
Increased
267
Reduced
252
Closed
76
Calls
$41.7M
Puts
$10M
Net Calls
+$31.7M
Net Calls Change
+$19.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$482M
2
Truist Financial
2
Truist Financial
North Carolina
$352M
3
Wells Fargo
3
Wells Fargo
California
$165M
4
HCM
4
Hengehold Capital Management
Ohio
$41M
5
MYLI
5
Meiji Yasuda Life Insurance
Japan
$112M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$700M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$100M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
AIA
4
Angeles Investment Advisors
California
$103M
5
PP
5
Prudential plc
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$700M 7,667,210 -4,492,303 -37%
Bank of America
2
Bank of America
North Carolina
$482M 5,274,466 +946,944 +22%
Morgan Stanley
3
Morgan Stanley
New York
$366M 4,004,393 -89,135 -2%
Truist Financial
4
Truist Financial
North Carolina
$352M 3,851,413 +660,622 +21%
LPL Financial
5
LPL Financial
California
$251M 2,750,474 -168,180 -6%
BlackRock
6
BlackRock
New York
$233M 2,553,263 +225,301 +10%
UBS Group
7
UBS Group
Switzerland
$203M 2,223,649 -32,034 -1%
Ameriprise
8
Ameriprise
Minnesota
$185M 2,028,521 +271,410 +15%
Wells Fargo
9
Wells Fargo
California
$165M 1,811,912 +388,163 +27%
MYLI
10
Meiji Yasuda Life Insurance
Japan
$112M 1,223,656 +293,056 +31%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$110M 1,204,480 +4,572 +0.4%
AIA
12
Angeles Investment Advisors
California
$103M 1,123,070 -1,039,850 -48%
Osaic Holdings
13
Osaic Holdings
Arizona
$100M 1,097,238 -1,554,148 -59%
SAM
14
Securian Asset Management
Minnesota
$93.5M 1,024,249 +2,055 +0.2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$85.8M 939,927 -23,774 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$84.9M 929,764 +112,322 +14%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$82.3M 901,215 -51,532 -5%
M&T Bank
18
M&T Bank
New York
$77.1M 844,834 +44,866 +6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$70.7M 774,532 +53,655 +7%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$68.7M 753,015 +19,344 +3%
MML Investors Services
21
MML Investors Services
Massachusetts
$64.2M 703,389 -100,624 -13%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$60.8M 666,074 +207,984 +45%
Allianz Asset Management
23
Allianz Asset Management
Germany
$60M 656,890 -252,540 -28%
B
24
Barings
North Carolina
$57.2M 626,119 -226,516 -27%
CH
25
CVS Health
Rhode Island
$57M 624,536 – –
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