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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 %
DWP
326
Daymark Wealth Partners
Ohio
$711K +$711K +6,543 New
PP
327
Patten & Patten
Tennessee
$707K – – –
SWA
328
Sax Wealth Advisors
New Jersey
$699K -$290K -2,667 -29%
PTC
329
Philadelphia Trust Company
Pennsylvania
$698K – – –
JCM
330
Jacobi Capital Management
Pennsylvania
$695K +$652 +6 +0.1%
TC
331
Tacita Capital
Ontario, Canada
$691K -$161K -1,485 -19%
CA
332
Clearstead Advisors
Ohio
$691K +$309K +2,844 +81%
IWA
333
Inspirion Wealth Advisors
Illinois
$690K +$1.3K +12 +0.2%
CCA
334
Cobblestone Capital Advisors
New York
$689K – – –
FCI
335
Financial Counselors Inc
Kansas
$684K -$133K -1,219 -16%
ADL
336
Asset Dedication LLC
California
$679K – – –
LWM
337
LongView Wealth Management
Georgia
$676K +$55.1K +507 +9%
LIM
338
Leavell Investment Management
Alabama
$676K – – –
PCA
339
Pallas Capital Advisors
Massachusetts
$661K -$41.6K -368 -6%
First Manhattan
340
First Manhattan
New York
$658K +$111K +1,018 +20%
RA
341
RFG Advisory
Alabama
$649K -$514K -4,724 -44%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$641K +$26.4K +245 +4%
BDF
343
Black Diamond Financial
Maryland
$638K – – –
PWP
344
Pursue Wealth Partners
California
$616K – – –
SWM
345
Sugarloaf Wealth Management
Georgia
$613K – – –
FFN
346
Focus Financial Network
Minnesota
$612K -$2.72K -24 -0.4%
CAM
347
Creekmur Asset Management
Illinois
$612K +$36.7K +338 +6%
FA
348
Flagstar Advisors
New York
$608K -$24.9K -229 -4%
MCC
349
Money Concepts Capital
Florida
$607K -$11.7K -108 -2%
IPAM
350
Investment Partners Asset Management
New Jersey
$601K +$1.96K +18 +0.3%
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14
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