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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 %
CAG
251
Csenge Advisory Group
Florida
$1.4M +$712 +6 +0.1%
CAAM
252
Cornerstone Advisors Asset Management
Pennsylvania
$1.4M +$14.5K +123 +1%
KF
253
Krilogy Financial
Missouri
$1.39M -$35.5K -302 -2%
PI
254
PFG Investments
New York
$1.38M +$210K +1,784 +18%
IFPG
255
Intrepid Financial Planning Group
Indiana
$1.37M – – –
RIM
256
Rakuten Investment Management
Japan
$1.35M +$117K +996 +9%
FG
257
Fiduciary Group
Georgia
$1.35M -$46.6K -396 -3%
PA
258
Parallel Advisors
California
$1.34M -$70.6K -600 -5%
WFA
259
Wellspring Financial Advisors
Ohio
$1.34M +$13.9K +118 +1%
FNC
260
First National Corp
Massachusetts
$1.34M +$51.9K +441 +4%
QWM
261
Quadcap Wealth Management
Texas
$1.33M -$75.9K -645 -5%
VA
262
Valmark Advisers
Ohio
$1.33M -$44.3K -377 -3%
PWW
263
Pettyjohn Wood & White
Virginia
$1.32M -$1.06K -9 -0.1%
PCM
264
Parsons Capital Management
Rhode Island
$1.31M – – –
RJT
265
Raymond James Trust
Florida
$1.29M -$113K -958 -8%
1WM
266
1900 Wealth Management
Texas
$1.29M +$5.76K +49 +0.4%
CWM
267
Collaborative Wealth Management
Florida
$1.28M +$3.53K +30 +0.3%
LSA
268
Lion Street Advisors
Texas
$1.28M +$132K +1,126 +12%
MCM
269
MV Capital Management
Maryland
$1.26M -$127K -1,076 -9%
BB
270
Berkshire Bank
Massachusetts
$1.25M +$134K +1,137 +12%
CSIC
271
Clifford Swan Investment Counsel
California
$1.24M – – –
OIA
272
OneDigital Investment Advisors
Kansas
$1.23M +$35.6K +303 +3%
LGWM
273
Litman Gregory Wealth Management
California
$1.22M – – –
KA
274
Kovack Advisors
Florida
$1.2M +$20.3K +173 +2%
TWC
275
TD Waterhouse Canada
Ontario, Canada
$1.19M -$25.9K -219 -2%
9 10
11
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