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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.

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

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$3.96M
2
EWA
2
EP Wealth Advisors
California
$1.19M
3
BlackRock
3
BlackRock
New York
$45.7M
4
Bank of America
4
Bank of America
North Carolina
$519M
5
UBS Group
5
UBS Group
Switzerland
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$519M 5,249,476 -325,234 -6%
Morgan Stanley
2
Morgan Stanley
New York
$303M 3,063,846 -16,017 -0.5%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$248M 2,512,228 +1,288,572 +105%
Wells Fargo
4
Wells Fargo
California
$179M 1,814,365 -27,287 -1%
LPL Financial
5
LPL Financial
California
$168M 1,696,715 -29,974 -2%
UBS Group
6
UBS Group
Switzerland
$158M 1,601,126 -281,658 -15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$133M 1,347,289 -15,838 -1%
Truist Financial
8
Truist Financial
North Carolina
$109M 1,102,879 -216,918 -16%
M&T Bank
9
M&T Bank
New York
$99.8M 1,008,869 -16,353 -2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$95M 960,928 -29,570 -3%
SAM
11
Securian Asset Management
Minnesota
$94.1M 951,952 -18,700 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$86.6M 875,217 +5,915 +0.7%
Ameriprise
13
Ameriprise
Minnesota
$78.7M 795,024 -31,433 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$75.9M 767,813 -94,174 -11%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$59.4M 600,390 +13,890 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$52.7M 532,528 +90,955 +21%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$50.9M 514,402 +6,794 +1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$48.9M 494,828 -26,570 -5%
LIA
19
LBMC Investment Advisors
Tennessee
$48.6M 500,227 -4,815 -1%
BlackRock
20
BlackRock
New York
$45.7M 462,552 -356,831 -44%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$41.6M 419,441 +9,569 +2%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$40.6M 410,402 -56,776 -12%
KAM
23
Kensington Asset Management
Texas
$39.6M 400,298 +400,298 New
Mariner
24
Mariner
Kansas
$35.7M 360,784 +10,987 +3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$33.1M 334,406 -17,038 -5%
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