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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
+$326M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$128M
3
BCI
Brinker Capital Investments
Pennsylvania
+$44.5M
4
OPS
Orion Portfolio Solutions
Nebraska
+$44.5M
5
LPL Financial
LPL Financial
California
+$31.6M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$44.2M
2
GWM
GDS Wealth Management
Texas
-$19.7M
3
Bank of America
Bank of America
North Carolina
-$7.19M
4
PWA
Phoenix Wealth Advisors
North Carolina
-$6.99M
5
Truist Financial
Truist Financial
North Carolina
-$6.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
351
First Manhattan
New York
$706K -$6.12K -52 -0.9%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$698K -$1.76K -15 -0.3%
SRWM
353
Shira Ridge Wealth Management
California
$695K -$1.28M -10,845 -65%
RA
354
RFG Advisory
Alabama
$691K -$10.9K -93 -2%
BDF
355
Black Diamond Financial
Maryland
$690K – – –
CWP
356
Curated Wealth Partners
California
$687K +$687K +5,844 New
MIS
357
Morningstar Investment Services
Illinois
$676K +$676K +5,775 New
PWP
358
Pursue Wealth Partners
California
$666K – – –
SWA
359
Stratos Wealth Advisors
Ohio
$664K +$30.9K +263 +5%
SWM
360
Sugarloaf Wealth Management
Georgia
$663K – – –
JC
361
JB Capital
Connecticut
$660K -$176K -1,497 -21%
AFG
362
Albion Financial Group
Utah
$651K +$44K +374 +7%
IPAM
363
Investment Partners Asset Management
New Jersey
$651K – – –
LP
364
LGL Partners
Pennsylvania
$645K – – –
CD
365
Chapin Davis
Maryland
$645K – – –
PCG
366
Prosperity Consulting Group
Maryland
$636K +$636K +5,406 New
FFN
367
Focus Financial Network
Minnesota
$636K +$588 +5 +0.1%
FT
368
Fiduciary Trust
Massachusetts
$633K +$633K +5,384 New
CAM
369
Creekmur Asset Management
Illinois
$632K -$30.1K -256 -5%
TA
370
Tectonic Advisors
Texas
$631K -$11.9K -101 -2%
JIC
371
Johnson Investment Counsel
Ohio
$628K +$145K +1,232 +30%
PVAMC
372
PPS&V Asset Management Consultants
Michigan
$626K – – –
GWM
373
GDS Wealth Management
Texas
$625K -$19.7M -167,189 -97%
Lazard Asset Management
374
Lazard Asset Management
New York
$623K – – –
MCC
375
Money Concepts Capital
Florida
$619K -$38.2K -325 -6%
13 14
15
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