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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 %
CKAIS
376
Christensen King & Associates Investment Services
Washington
$613K +$2.82K +24 +0.5%
GWM
377
Gray Wealth Management
Maine
$610K – – –
IC
378
Inscription Capital
Texas
$602K +$118 +1 +0%
DWM
379
Destination Wealth Management
California
$601K – – –
BCA
380
Bay Colony Advisors
Massachusetts
$598K +$129K +1,096 +28%
Nomura Asset Management
381
Nomura Asset Management
Japan
$587K – – –
ARC
382
Advisor Resource Council
Texas
$586K +$586K +4,978 New
MWM
383
Merriman Wealth Management
Washington
$582K – – –
BWM
384
BCS Wealth Management
Tennessee
$580K -$118 -1 -0%
BMA
385
Brooks Moore & Associates
Tennessee
$578K +$88.2K +750 +18%
CWM
386
Cornerstone Wealth Management
Missouri
$568K +$15.9K +135 +3%
AWA
387
Arete Wealth Advisors
Illinois
$566K +$285K +2,423 +101%
AAS
388
Ameritas Advisory Services
Nebraska
$562K +$89K +757 +19%
KPWS
389
Kestra Private Wealth Services
Texas
$558K -$21.1K -179 -4%
MCM
390
MAI Capital Management
Ohio
$557K -$28.5K -242 -5%
CAWM
391
Capital Advisors Wealth Management
Washington
$556K -$3.76K -32 -0.7%
PIM
392
Penobscot Investment Management
Massachusetts
$554K +$233K +1,979 +72%
TVAMP
393
Tennessee Valley Asset Management Partners
Tennessee
$552K +$4K +34 +0.7%
Bank of Nova Scotia
394
Bank of Nova Scotia
Ontario, Canada
$552K +$185K +1,574 +51%
VFPW
395
Vantage Financial Partners (Wisconsin)
Wisconsin
$549K -$67.3K -572 -11%
AWC
396
Abundance Wealth Counselors
Pennsylvania
$548K – – –
NP
397
NorthRock Partners
Minnesota
$545K -$14.9K -127 -3%
RIA
398
Richwood Investment Advisors
Ohio
$540K – – –
HWA
399
HCR Wealth Advisors
California
$539K +$200K +1,700 +59%
EWM
400
Empirical Wealth Management
Washington
$535K +$113K +961 +27%
14 15
16
17 18