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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 %
CAWM
376
Capital Advisors Wealth Management
Washington
$518K +$9.67K +89 +2%
CWM
377
Cornerstone Wealth Management
Missouri
$510K -$16.5K -152 -3%
TVAMP
378
Tennessee Valley Asset Management Partners
Tennessee
$506K +$43.4K +399 +9%
AWC
379
Abundance Wealth Counselors
Pennsylvania
$506K -$22.7K -209 -4%
Northern Trust
380
Northern Trust
Illinois
$504K -$405K -3,730 -45%
RIA
381
Richwood Investment Advisors
Ohio
$499K -$21.7K -200 -4%
SFG
382
Sovereign Financial Group
Connecticut
$494K -$12.9K -119 -3%
SAG
383
SageView Advisory Group
California
$490K +$32.2K +296 +7%
OA
384
Operose Advisors
Wisconsin
$478K +$20.9K +192 +5%
CA
385
CGN Advisors
Kansas
$477K +$25.2K +232 +6%
AOWM
386
Alpha Omega Wealth Management
Virginia
$471K -$42.4K -390 -8%
FNWM
387
Financial Network Wealth Management
Utah
$469K +$469K +4,322 New
SFG
388
SNS Financial Group
Minnesota
$465K -$36.4K -335 -7%
MCCP
389
Mission Creek Capital Partners
California
$463K -$63.7K -586 -12%
MA
390
MCF Advisors
Kentucky
$462K – – –
ACM
391
Advisors Capital Management
New Jersey
$460K – – –
QCM
392
Quantinno Capital Management
New York
$459K +$109K +1,000 +31%
KWA
393
Kingswood Wealth Advisors
California
$457K -$21.5K -198 -4%
PSF
394
Pacific Sun Financial
California
$454K -$4.35K -40 -0.9%
BMA
395
Brooks Moore & Associates
Tennessee
$453K +$35.3K +325 +8%
EFM
396
Eley Financial Management
Vermont
$452K -$3.04K -28 -0.7%
JIC
397
Johnson Investment Counsel
Ohio
$447K +$209K +1,920 +88%
DAS
398
Dynamic Advisor Solutions
Arizona
$445K +$12K +110 +3%
TW
399
TrinityPoint Wealth
Connecticut
$444K +$326 +3 +0.1%
HCM
400
Hengehold Capital Management
Ohio
$443K +$978 +9 +0.2%
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16
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