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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 %
MCA
376
Magnolia Capital Advisors
Mississippi
$607K +$215K +1,919 +55%
KWA
377
Kingswood Wealth Advisors
California
$606K -$1.07M -9,564 -64%
FT
378
Fiduciary Trust
Massachusetts
$604K – – –
PVAMC
379
PPS&V Asset Management Consultants
Michigan
$597K – – –
TA
380
Tectonic Advisors
Texas
$596K -$5.73K -51 -1%
Lazard Asset Management
381
Lazard Asset Management
New York
$594K – – –
AFP
382
Alpha Financial Partners
Kentucky
$593K +$593K +5,284 New
DWP
383
Daymark Wealth Partners
Ohio
$593K -$112K -998 -16%
CKAIS
384
Christensen King & Associates Investment Services
Washington
$584K -$3.49K -31 -0.6%
CWM
385
Cornerstone Wealth Management
Missouri
$583K +$41.3K +368 +8%
CWM
386
Calamos Wealth Management
Illinois
$580K +$302K +2,688 +109%
CIA
387
Concurrent Investment Advisors
Florida
$576K +$271K +2,415 +89%
BCA
388
Bay Colony Advisors
Massachusetts
$572K +$1.68K +15 +0.3%
BPA
389
Beacon Pointe Advisors
California
$568K +$68K +606 +14%
RA
390
RFG Advisory
Alabama
$566K -$92.9K -828 -14%
ZB
391
Zions Bancorporation
Utah
$566K +$273K +2,430 +93%
GWM
392
Gray Wealth Management
Maine
$565K -$17.2K -153 -3%
SW
393
SteelPeak Wealth
California
$561K +$561K +5,000 New
Nomura Asset Management
394
Nomura Asset Management
Japan
$560K – – –
VCP
395
Verus Capital Partners
Arizona
$557K +$271K +2,415 +95%
MWM
396
Merriman Wealth Management
Washington
$555K – – –
SFA
397
Sequoia Financial Advisors
Ohio
$553K +$263K +2,345 +91%
CA
398
Continuum Advisory
Idaho
$546K +$76.7K +683 +16%
OA
399
Operose Advisors
Wisconsin
$537K +$27.8K +248 +5%
AQR Capital Management
400
AQR Capital Management
Connecticut
$534K +$34.9K +311 +7%
14 15
16
17 18