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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 %
WPC
276
White Pine Capital
Minnesota
$1.06M -$9.78K -90 -0.9%
JF
277
JSF Financial
California
$1.05M +$4.35K +40 +0.4%
PAS
278
Park Avenue Securities
New York
$1.05M +$191K +1,758 +22%
CFGS
279
Concourse Financial Group Securities
Alabama
$1.04M +$5.76K +53 +0.6%
EW
280
Element Wealth
Mississippi
$1.04M -$90.4K -832 -8%
BB
281
Berkshire Bank
Massachusetts
$1.03M -$6.2K -57 -0.6%
PA
282
Pinnacle Associates
New York
$1.03M -$19K -175 -2%
CFCI
283
Comprehensive Financial Consultants Institutional
Indiana
$1.02M – – –
KAM
284
Kensington Asset Management
Texas
$1.01M +$1.01M +9,300 New
SPWM
285
Straight Path Wealth Management
Michigan
$1M -$783K -7,202 -44%
Deutsche Bank
286
Deutsche Bank
Germany
$974K -$280K -2,575 -22%
AIC
287
Archer Investment Corporation
Indiana
$973K -$16.5K -152 -2%
MFWP
288
Mosaic Family Wealth Partners
Missouri
$965K -$30.4K -280 -3%
WTC
289
WhitTier Trust Company
Nevada
$957K -$4.35K -40 -0.5%
SEIA
290
Signature Estate & Investment Advisors
California
$955K +$955K +8,786 New
FCA
291
FinTrust Capital Advisors
South Carolina
$950K – – –
HI
292
Harbour Investments
Wisconsin
$949K +$102K +935 +12%
TCMP
293
Thrive Capital Management (Pennsylvania)
Pennsylvania
$943K +$943K +8,675 New
CFO
294
Collective Family Office
Pennsylvania
$940K -$12.5K -115 -1%
Brown Advisory
295
Brown Advisory
Maryland
$929K +$67.1K +617 +8%
CA
296
Claro Advisors
Massachusetts
$928K +$11.3K +104 +1%
MFG
297
Merit Financial Group
Georgia
$925K +$1.52K +14 +0.2%
HF
298
HRT Financial
New York
$921K +$921K +8,479 New
SA
299
Sunesis Advisors
Kansas
$911K – – –
AWM
300
Axxcess Wealth Management
California
$906K -$168K -1,542 -16%
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