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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.

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

Top Sellers

1
KAM
1
Kensington Asset Management
Texas
$0
2
Bank of America
2
Bank of America
North Carolina
$497M
3
B
3
Barings
North Carolina
$978K
4
PP
4
Prudential plc
United Kingdom
$0
5
Truist Financial
5
Truist Financial
North Carolina
$85.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$611M 5,994,562 +2,930,716 +96%
Bank of America
2
Bank of America
North Carolina
$497M 4,869,077 -380,399 -7%
Wells Fargo
3
Wells Fargo
California
$275M 2,697,776 +883,411 +49%
MYLI
4
Meiji Yasuda Life Insurance
Japan
$256M 2,512,228 – –
LPL Financial
5
LPL Financial
California
$173M 1,694,836 -1,879 -0.1%
UBS Group
6
UBS Group
Switzerland
$166M 1,625,554 +24,428 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$147M 1,437,319 +90,030 +7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$133M 1,300,499 +339,571 +35%
SAM
9
Securian Asset Management
Minnesota
$95.5M 936,202 -15,750 -2%
M&T Bank
10
M&T Bank
New York
$92.4M 906,406 -102,463 -10%
Truist Financial
11
Truist Financial
North Carolina
$85.9M 841,774 -261,105 -24%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$82.9M 812,556 -62,661 -7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$71.7M 702,790 -65,023 -8%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$64.3M 630,672 +30,282 +5%
Ameriprise
15
Ameriprise
Minnesota
$61.6M 603,841 -191,183 -24%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$52.8M 517,299 +2,897 +0.6%
Federated Hermes
17
Federated Hermes
Pennsylvania
$52.6M 515,674 +421,865 +450%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$50.4M 493,949 -879 -0.2%
LIA
19
LBMC Investment Advisors
Tennessee
$49M 480,744 -19,483 -4%
BlackRock
20
BlackRock
New York
$43M 421,673 -40,879 -9%
Osaic Holdings
21
Osaic Holdings
Arizona
$42.2M 414,056 -118,472 -22%
TA
22
Townsend & Associates
Colorado
$36.3M 354,734 +6,392 +2%
Mariner
23
Mariner
Kansas
$32.4M 317,627 -43,157 -12%
RJA
24
Raymond James & Associates
Florida
$28.9M 282,884 -23,953 -8%
SPIA
25
Steward Partners Investment Advisory
New York
$28.3M 277,251 -1,593 -0.6%
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