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iShares Core High Dividend ETF
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Overview Fund Activity

698 hedge funds and large institutions have $4.36B invested in iShares Core High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 232 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
-11
Holders Change %
-1.55%
% of All Funds
10.15%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.31%
New
48
Increased
232
Reduced
258
Closed
49
Calls
$97.6M
Puts
$250K
Net Calls
+$97.3M
Net Calls Change
-$2.96M

Top Buyers

1
LPL Financial
LPL Financial
California
$214M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$61.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$17.1M
4
BWA
Beam Wealth Advisors
Louisiana
$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$17.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$133M
2
WAM
WNY Asset Management
New York
$227K
3
Truist Financial
Truist Financial
North Carolina
$70.7M
4
Wells Fargo
Wells Fargo
California
$129M
5
Osaic Holdings
Osaic Holdings
Arizona
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
226
Prudential Financial
New Jersey
$1.41M +$318K +2,921 +29%
ATC
227
Argent Trust Co
Tennessee
$1.4M – – –
1WA
228
180 Wealth Advisors
Washington
$1.37M -$2.74K -25 -0.2%
RIA
229
Realta Investment Advisors
Delaware
$1.36M -$14.1K -130 -1%
Tudor Investment Corp
230
Tudor Investment Corp
Connecticut
$1.35M +$1.35M +12,434 New
FAIM
231
Financial Advocates Investment Management
Washington
$1.35M -$101K -933 -7%
Federated Hermes
232
Federated Hermes
Pennsylvania
$1.33M +$1.12M +10,296 +526%
EWA
233
EP Wealth Advisors
California
$1.33M +$652 +6 +0%
KF
234
Krilogy Financial
Missouri
$1.32M -$18.8K -173 -1%
VCM
235
Virtue Capital Management
Tennessee
$1.31M +$13K +117 +1%
PA
236
Parallel Advisors
California
$1.31M -$118K -1,085 -8%
RDWM
237
Red Door Wealth Management
Tennessee
$1.3M – – –
RJT
238
Raymond James Trust
Florida
$1.3M +$43.3K +398 +3%
QWM
239
Quadcap Wealth Management
Texas
$1.3M -$43.4K -399 -3%
PSCM
240
Per Stirling Capital Management
Texas
$1.29M +$9.02K +83 +0.7%
FG
241
Fiduciary Group
Georgia
$1.29M -$27.9K -257 -2%
DOA
242
D'Orazio & Associates
Virginia
$1.29M – – –
CAG
243
Csenge Advisory Group
Florida
$1.28M +$212K +1,948 +20%
MCM
244
MV Capital Management
Maryland
$1.28M -$5.87K -54 -0.5%
CAAM
245
Cornerstone Advisors Asset Management
Pennsylvania
$1.28M +$11.1K +102 +0.9%
IFPG
246
Intrepid Financial Planning Group
Indiana
$1.27M -$162K -1,487 -11%
VA
247
Valmark Advisers
Ohio
$1.27M +$118K +1,082 +10%
CA
248
CoreCap Advisors
Michigan
$1.25M -$68K -626 -5%
BIA
249
Biondo Investment Advisors
Pennsylvania
$1.25M +$43.5K +400 +4%
WFA
250
Wellspring Financial Advisors
Ohio
$1.22M +$10.5K +97 +0.9%
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