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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
Envestnet Asset Management
Illinois
$410M
2
CCMG
Clark Capital Management Group
Pennsylvania
$128M
3
BCI
Brinker Capital Investments
Pennsylvania
$56.4M
4
OPS
Orion Portfolio Solutions
Nebraska
$56.4M
5
LPL Financial
LPL Financial
California
$263M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$382K
2
GWM
GDS Wealth Management
Texas
$625K
3
Bank of America
Bank of America
North Carolina
$538M
4
PWA
Phoenix Wealth Advisors
North Carolina
$263K
5
Truist Financial
Truist Financial
North Carolina
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
276
Snowden Capital Advisors
New York
$1.19M +$12K +102 +1%
AC
277
Avestar Capital
New York
$1.19M -$11.8K -100 -1%
WCG
278
Weaver Consulting Group
California
$1.18M +$21.2K +180 +2%
NB
279
NBT Bank
New York
$1.18M -$10.9K -93 -0.9%
AIM
280
Anchor Investment Management
South Carolina
$1.17M +$14K +119 +1%
CPIA
281
Cornell Pochily Investment Advisors
New York
$1.17M +$18.2K +155 +2%
JF
282
JSF Financial
California
$1.15M +$11.8K +100 +1%
WPC
283
White Pine Capital
Minnesota
$1.15M +$2K +17 +0.2%
Citigroup
284
Citigroup
New York
$1.14M +$366K +3,110 +47%
CFGS
285
Concourse Financial Group Securities
Alabama
$1.13M +$5.88K +50 +0.5%
HR
286
Howe & Rusling
New York
$1.13M -$46.1K -392 -4%
CRI
287
Colonial River Investments
Virginia
$1.12M +$1.12M +9,538 New
SPWM
288
Straight Path Wealth Management
Michigan
$1.1M +$11.4K +97 +1%
PA
289
Pinnacle Associates
New York
$1.09M +$127K +1,242 +13%
DOA
290
D'Orazio & Associates
Virginia
$1.07M -$325K -2,765 -23%
AIC
291
Archer Investment Corporation
Indiana
$1.07M +$13.8K +117 +1%
AFG
292
Atomi Financial Group
New York
$1.07M +$249K +2,116 +30%
CFCI
293
Comprehensive Financial Consultants Institutional
Indiana
$1.06M -$46.5K -395 -4%
FCA
294
FinTrust Capital Advisors
South Carolina
$1.04M +$14K +119 +1%
EW
295
Element Wealth
Mississippi
$1.03M -$89.9K -764 -8%
SEIA
296
Signature Estate & Investment Advisors
California
$1.03M -$1.53K -13 -0.1%
MFG
297
Merit Financial Group
Georgia
$1.03M +$25.3K +215 +3%
SIAS
298
Summit Investment Advisory Services
Minnesota
$1.02M +$1.02M +8,649 New
HI
299
Harbour Investments
Wisconsin
$1.01M -$17.6K -150 -2%
SVWAG
300
Sound View Wealth Advisors Group
Georgia
$997K +$151K +1,284 +18%
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