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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 %
AF
301
Apollon Financial
South Carolina
$879K -$27.2K -250 -3%
VHAM
302
Van Hulzen Asset Management
California
$873K -$4.24K -39 -0.5%
SFG
303
Sage Financial Group
Pennsylvania
$872K – – –
RBC
304
Romano Brothers & Co
Illinois
$870K +$8.15K +75 +0.9%
WS
305
Wedbush Securities
California
$856K -$148K -1,359 -15%
NB
306
Northwest Bancshares
Pennsylvania
$837K -$31.3K -288 -4%
TWA
307
Talisman Wealth Advisors
New Jersey
$822K +$4.57K +42 +0.6%
AWA
308
Amplius Wealth Advisors
Pennsylvania
$810K – – –
PP
309
Prudential plc
United Kingdom
$808K – – –
Focus Partners Wealth
310
Focus Partners Wealth
Massachusetts
$805K +$286K +2,635 +55%
SIA
311
Soltis Investment Advisors
Utah
$793K +$35.1K +323 +5%
SVWAG
312
Sound View Wealth Advisors Group
Georgia
$781K -$113K -1,038 -13%
CA
313
Cresta Advisors
Texas
$775K -$7.39K -68 -0.9%
PFS
314
Prospera Financial Services
Texas
$774K -$114K -1,044 -13%
JC
315
JB Capital
Connecticut
$773K +$4.78K +44 +0.6%
GWP
316
Gateway Wealth Partners
Wisconsin
$770K +$544 +5 +0.1%
OMC
317
Old Mission Capital
Illinois
$769K +$769K +7,070 New
KPWG
318
KFA Private Wealth Group
Virginia
$765K -$2.38M -21,887 -76%
AFG
319
Atomi Financial Group
New York
$755K +$217K +2,000 +40%
IP
320
Investment Partners
Ohio
$746K +$2.07K +19 +0.3%
PG
321
Patten Group
Tennessee
$739K +$6.96K +64 +1%
IAN
322
Integrated Advisors Network
Texas
$732K -$39.5K -363 -5%
SC
323
SouthState Corp
Florida
$725K -$11.5K -106 -2%
Citigroup
324
Citigroup
New York
$717K +$65.3K +601 +10%
PTC
325
Private Trust Company
Ohio
$713K +$33.2K +305 +5%
11 12
13
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