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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 %
PWW
251
Pettyjohn Wood & White
Virginia
$1.22M -$23.5K -216 -2%
PCM
252
Parsons Capital Management
Rhode Island
$1.21M +$10.9K +100 +0.9%
1WM
253
1900 Wealth Management
Texas
$1.19M +$503K +4,626 +73%
FNC
254
First National Corp
Massachusetts
$1.19M +$90.7K +834 +8%
CWM
255
Collaborative Wealth Management
Florida
$1.18M +$1.85K +17 +0.2%
BTWM
256
Baker Tilly Wealth Management
Wisconsin
$1.18M -$1.16M -10,669 -49%
AAP
257
Arax Advisory Partners
Colorado
$1.16M -$42.8K -394 -4%
CSIC
258
Clifford Swan Investment Counsel
California
$1.14M – – –
RIM
259
Rakuten Investment Management
Japan
$1.14M -$75.9K -700 -6%
HWM
260
Hohimer Wealth Management
Washington
$1.14M – – –
LGWM
261
Litman Gregory Wealth Management
California
$1.13M – – –
TWC
262
TD Waterhouse Canada
Ontario, Canada
$1.12M -$202K -1,865 -15%
AC
263
Avestar Capital
New York
$1.11M +$21.7K +200 +2%
OIA
264
OneDigital Investment Advisors
Kansas
$1.11M +$418K +3,845 +61%
BRWA
265
B. Riley Wealth Advisors
Florida
$1.1M -$677K -6,225 -38%
SFC
266
Strategic Financial Concepts
Texas
$1.1M +$1.05M +363,482 +2,284%
NB
267
NBT Bank
New York
$1.1M -$26K -239 -2%
KA
268
Kovack Advisors
Florida
$1.09M +$44.8K +412 +4%
SCA
269
Snowden Capital Advisors
New York
$1.09M +$4.89K +45 +0.5%
HR
270
Howe & Rusling
New York
$1.09M -$17.9K -165 -2%
PI
271
PFG Investments
New York
$1.08M +$352K +3,242 +48%
AIM
272
Anchor Investment Management
South Carolina
$1.07M +$68.9K +634 +7%
WCG
273
Weaver Consulting Group
California
$1.07M +$2.28K +21 +0.2%
CPIA
274
Cornell Pochily Investment Advisors
New York
$1.07M +$20.5K +189 +2%
LSA
275
Lion Street Advisors
Texas
$1.06M -$180K -1,654 -15%
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