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iShares Core High Dividend ETF
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Overview Fund Activity

764 hedge funds and large institutions have $4.86B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 240 increasing their positions, 265 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+36
Holders Change %
+4.95%
% of All Funds
10.17%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
108
Increased
240
Reduced
265
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$234M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.9M
3
CA
3
CSM Advisors
Pennsylvania
$51.8M
4
LPL Financial
4
LPL Financial
California
$267M
5
Bank of America
5
Bank of America
North Carolina
$527M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$78.3M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
BCI
3
Brinker Capital Investments
Pennsylvania
$10.8M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$10.8M
5
CH
5
CVS Health
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$1.61M -$299K -2,613 -16%
MAS
227
Madden Advisory Services
Florida
$1.6M – – –
PMG
228
ProVise Management Group
Florida
$1.59M +$112 +1 +0%
JGIA
229
Jackson Grant Investment Advisers
Connecticut
$1.56M +$15.4K +137 +1%
AWM
230
AE Wealth Management
Kansas
$1.55M -$1.22M -10,846 -44%
SF
231
Synovus Financial
Georgia
$1.53M -$32.9K -293 -2%
AA
232
Ancora Advisors
Ohio
$1.51M -$179K -1,598 -11%
NCM
233
NCM Capital Management
New Jersey
$1.5M -$10.7K -95 -0.7%
EWA
234
EP Wealth Advisors
California
$1.5M -$839K -7,470 -36%
RWP
235
Ridgecrest Wealth Partners
California
$1.5M +$24.6K +219 +2%
FAIM
236
Financial Advocates Investment Management
Washington
$1.5M -$3.37K -30 -0.2%
SFC
237
Strategic Financial Concepts
Texas
$1.5M +$1.13M +10,095 +311%
EWM
238
Evercore Wealth Management
New York
$1.5M -$26K -232 -2%
RFN
239
RDA Financial Network
Iowa
$1.5M -$189K -1,685 -11%
FHA
240
Flagship Harbor Advisors
Massachusetts
$1.49M +$84.3K +751 +6%
PIMG
241
Patriot Investment Management Group
Tennessee
$1.49M -$33.7K -300 -2%
CWP
242
Concord Wealth Partners
Virginia
$1.48M -$81.5K -726 -5%
WCFA
243
Walkner Condon Financial Advisors
Wisconsin
$1.47M -$246K -2,195 -14%
PSCM
244
Per Stirling Capital Management
Texas
$1.47M +$129K +1,147 +10%
ATC
245
Argent Trust Co
Tennessee
$1.45M – – –
HIA
246
Harbor Investment Advisory
Maryland
$1.43M +$3.71K +33 +0.3%
CPA
247
Court Place Advisors
Maryland
$1.42M -$176K -1,566 -11%
RDWM
248
Red Door Wealth Management
Tennessee
$1.41M +$61.7K +550 +5%
FNC
249
First National Corp
Massachusetts
$1.39M +$112K +998 +9%
1WA
250
180 Wealth Advisors
Washington
$1.37M -$12.3K -110 -0.9%
8 9
10
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