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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
+$99.8M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$28.3M
3
CA
CSM Advisors
Pennsylvania
+$25.9M
4
LPL Financial
LPL Financial
California
+$16.1M
5
Bank of America
Bank of America
North Carolina
+$12.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$313M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$128M
3
BCI
Brinker Capital Investments
Pennsylvania
-$43.1M
4
OPS
Orion Portfolio Solutions
Nebraska
-$43.1M
5
CH
CVS Health
Rhode Island
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWP
326
Mosaic Family Wealth Partners
Missouri
$826K +$13.2K +118 +2%
FWM
327
Forefront Wealth Management
Pennsylvania
$822K +$822K +7,318 New
PP
328
Patten & Patten
Tennessee
$814K -$5.05K -45 -0.6%
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$804K +$7.64K +68 +1%
MFG
330
Merit Financial Group
Georgia
$796K -$184K -1,636 -19%
WS
331
Wedbush Securities
California
$787K -$34.9K -311 -4%
FCI
332
Financial Counselors Inc
Kansas
$785K -$105K -931 -12%
JF
333
JSF Financial
California
$771K -$329K -2,934 -30%
BRWA
334
B. Riley Wealth Advisors
Florida
$767K -$1.25M -11,161 -62%
TC
335
Tacita Capital
Ontario, Canada
$767K +$53.2K +474 +7%
PTC
336
Private Trust Company
Ohio
$762K -$43K -383 -5%
AWA
337
Amplius Wealth Advisors
Pennsylvania
$759K -$77.5K -690 -9%
JC
338
JB Capital
Connecticut
$754K +$124K +1,107 +20%
FA
339
Flagstar Advisors
New York
$740K +$49.8K +444 +7%
IP
340
Investment Partners
Ohio
$738K -$35.8K -319 -5%
CC
341
Climber Capital
Switzerland
$729K +$729K +6,500 New
SWA
342
Sax Wealth Advisors
New Jersey
$722K – – –
KPWG
343
KFA Private Wealth Group
Virginia
$721K +$32.9K +293 +5%
PTC
344
Philadelphia Trust Company
Pennsylvania
$720K – – –
PWA
345
Phoenix Wealth Advisors
North Carolina
$720K +$469K +4,174 +187%
IWA
346
Inspirion Wealth Advisors
Illinois
$712K – – –
MA
347
MCF Advisors
Kentucky
$711K +$236K +2,100 +50%
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$710K -$45.7K -407 -6%
LIM
349
Leavell Investment Management
Alabama
$710K -$5.61K -50 -0.8%
IAN
350
Integrated Advisors Network
Texas
$700K -$24.4K -217 -3%
12 13
14
15 16