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iShares Core High Dividend ETF
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Overview Fund Activity

728 hedge funds and large institutions have $5.5B invested in iShares Core High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 271 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
10.53%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
81
Increased
271
Reduced
216
Closed
45
Calls
$96.7M
Puts
$6.59M
Net Calls
+$90.1M
Net Calls Change
-$7.22M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$410M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$128M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$56.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$56.4M
5
LPL Financial
5
LPL Financial
California
$263M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$382K
2
GWM
2
GDS Wealth Management
Texas
$625K
3
Bank of America
3
Bank of America
North Carolina
$538M
4
PWA
4
Phoenix Wealth Advisors
North Carolina
$263K
5
Truist Financial
5
Truist Financial
North Carolina
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
226
Kingsview Wealth Management
Oregon
$1.69M +$127K +1,081 +8%
Citadel Advisors
227
Citadel Advisors
Florida
$1.69M +$1.69M +14,349 New
CPA
228
Court Place Advisors
Maryland
$1.68M -$12.7K -108 -0.8%
MAS
229
Madden Advisory Services
Florida
$1.68M +$89.4K +760 +6%
PMG
230
ProVise Management Group
Florida
$1.67M -$7.06K -60 -0.4%
CWP
231
Concord Wealth Partners
Virginia
$1.64M +$98.1K +834 +6%
SF
232
Synovus Financial
Georgia
$1.63M +$8.59K +73 +0.5%
JGIA
233
Jackson Grant Investment Advisers
Connecticut
$1.62M +$16.7K +142 +1%
PRWA
234
Platte River Wealth Advisors
Colorado
$1.62M +$44.7K +380 +3%
EWM
235
Evercore Wealth Management
New York
$1.6M -$23.5K -200 -1%
PIMG
236
Patriot Investment Management Group
Tennessee
$1.59M +$2.94K +25 +0.2%
NCM
237
NCM Capital Management
New Jersey
$1.59M -$17.1K -145 -1%
FAIM
238
Financial Advocates Investment Management
Washington
$1.57M +$111K +947 +8%
RWP
239
Ridgecrest Wealth Partners
California
$1.55M -$70.6K -600 -4%
ATC
240
Argent Trust Co
Tennessee
$1.51M – – –
HIA
241
Harbor Investment Advisory
Maryland
$1.49M -$37.8K -321 -2%
FHA
242
Flagship Harbor Advisors
Massachusetts
$1.48M +$1.48M +12,556 New
KAM
243
Kensington Asset Management
Texas
$1.47M +$377K +3,200 +34%
1WA
244
180 Wealth Advisors
Washington
$1.45M -$15.9K -135 -1%
BIA
245
Biondo Investment Advisors
Pennsylvania
$1.42M +$67K +570 +5%
CA
246
CoreCap Advisors
Michigan
$1.41M +$59K +502 +4%
GWM
247
Geneos Wealth Management
Colorado
$1.41M +$985K +8,372 +230%
RDWM
248
Red Door Wealth Management
Tennessee
$1.41M – – –
PSCM
249
Per Stirling Capital Management
Texas
$1.41M +$11.9K +101 +0.9%
PAMG
250
Patton Albertson Miller Group
Tennessee
$1.41M -$213K -1,815 -13%
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