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iShares Core High Dividend ETF

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.37%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$620M 6,101,693 -464,460 -7%
Morgan Stanley
2
Morgan Stanley
New York
$315M 3,098,442 -273,387 -8%
Truist Financial
3
Truist Financial
North Carolina
$247M 2,434,560 -2,001,723 -45%
UBS Group
4
UBS Group
Switzerland
$206M 2,031,165 -579,749 -22%
Wells Fargo
5
Wells Fargo
California
$189M 1,856,987 -1,306,086 -41%
LPL Financial
6
LPL Financial
California
$175M 1,717,733 -157,687 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$150M 1,473,582 -36,723 -2%
MYLI
8
Meiji Yasuda Life Insurance
Japan
$124M 1,223,656
Ameriprise
9
Ameriprise
Minnesota
$120M 1,125,267 -383,508 -25%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$111M 1,091,601 -3,236,510 -75%
M&T Bank
11
M&T Bank
New York
$107M 1,056,432 -35,912 -3%
SAM
12
Securian Asset Management
Minnesota
$98.7M 970,652 -23,952 -2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$98.3M 967,394 +41,175 +4%
BlackRock
14
BlackRock
New York
$82.9M 815,922 -1,516,069 -65%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$76M 747,861 -32,938 -4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$59.9M 589,697 -17,310 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$53.7M 526,635 -1,254,481 -70%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$52.9M 520,562 +15,611 +3%
LIA
19
LBMC Investment Advisors
Tennessee
$51.7M 509,040 -1,664 -0.3%
CH
20
CVS Health
Rhode Island
$48.5M 476,836 -147,700 -24%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$48.4M 476,073 +37,767 +9%
CAN
22
Cetera Advisor Networks
California
$38.9M 382,397 +78,965 +26%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$38M 375,680 +76,925 +26%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$34.6M 339,980 -201,745 -37%
SR
25
Swiss Re
Switzerland
$33.3M 327,970