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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$78.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
BCI
Brinker Capital Investments
Pennsylvania
$10.8M
4
OPS
Orion Portfolio Solutions
Nebraska
$10.8M
5
CH
CVS Health
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
251
US Bancorp
Minnesota
$1.37M -$478K -4,260 -26%
CAAM
252
Cornerstone Advisors Asset Management
Pennsylvania
$1.35M +$13.5K +120 +1%
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$1.33M -$7.87M -70,088 -86%
PI
254
PFG Investments
New York
$1.32M -$1.68K -15 -0.1%
BIA
255
Biondo Investment Advisors
Pennsylvania
$1.31M -$45.9K -409 -3%
CA
256
CoreCap Advisors
Michigan
$1.3M -$44.7K -398 -3%
IC
257
Iconiq Capital
California
$1.3M +$1.3M +11,565 New
WFA
258
Wellspring Financial Advisors
Ohio
$1.29M +$12.9K +115 +1%
ALA
259
Atlas Legacy Advisors
California
$1.28M +$1.28M +11,376 New
PA
260
Parallel Advisors
California
$1.27M -$10.1K -90 -0.8%
QWM
261
Quadcap Wealth Management
Texas
$1.26M -$3.93K -35 -0.3%
PWW
262
Pettyjohn Wood & White
Virginia
$1.25M -$3.71K -33 -0.3%
PCM
263
Parsons Capital Management
Rhode Island
$1.25M -$3.37K -30 -0.3%
TFA
264
Teamwork Financial Advisors
Texas
$1.24M -$609K -5,426 -33%
1WM
265
1900 Wealth Management
Texas
$1.24M +$5.39K +48 +0.4%
KF
266
Krilogy Financial
Missouri
$1.22M -$108K -962 -8%
AAP
267
Arax Advisory Partners
Colorado
$1.22M -$1.16M -10,355 -49%
MCM
268
MV Capital Management
Maryland
$1.2M – – –
OC
269
Optima Capital
Oregon
$1.19M +$1.19M +10,639 New
CWM
270
Collaborative Wealth Management
Florida
$1.19M -$34K -303 -3%
BB
271
Berkshire Bank
Massachusetts
$1.19M -$5.73K -51 -0.5%
CSIC
272
Clifford Swan Investment Counsel
California
$1.18M – – –
LGWM
273
Litman Gregory Wealth Management
California
$1.16M – – –
OIA
274
OneDigital Investment Advisors
Kansas
$1.16M -$20.1K -179 -2%
VA
275
Valmark Advisers
Ohio
$1.16M -$112K -997 -9%
9 10
11
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