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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
+$12.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.36M
4
BWA
Beam Wealth Advisors
Louisiana
+$7.08M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.78M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.8M
2
WAM
WNY Asset Management
New York
-$16.8M
3
Truist Financial
Truist Financial
North Carolina
-$16.3M
4
Wells Fargo
Wells Fargo
California
-$13.5M
5
Osaic Holdings
Osaic Holdings
Arizona
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ES
401
Eagle Strategies
New York
$442K -$1.57M -14,430 -78%
TPI
402
Trust Point Inc
Wisconsin
$442K – – –
AAS
403
Ameritas Advisory Services
Nebraska
$437K +$3.91K +36 +0.9%
ICP
404
Interchange Capital Partners
Pennsylvania
$436K +$86.5K +796 +25%
MM
405
Meridian Management
Arkansas
$435K – – –
BCA
406
Bay Colony Advisors
Massachusetts
$433K +$99.6K +916 +30%
FSA
407
Fort Sheridan Advisors
Illinois
$433K +$2.07K +19 +0.5%
MWP
408
Madison Wealth Partners
Wisconsin
$428K +$9.46K +87 +2%
OC
409
Oppenheimer & Co
New York
$427K -$111K -1,018 -21%
PWM
410
PBMares Wealth Management
Virginia
$427K -$16.1K -148 -4%
IWN
411
Independent Wealth Network
Iowa
$425K -$127K -1,166 -23%
SWRP
412
Summit Wealth & Retirement Planning
California
$424K – – –
GFS
413
GYL Financial Synergies
Connecticut
$420K – – –
FLPIM
414
F.L. Putnam Investment Management
Massachusetts
$416K +$416K +3,825 New
NGA
415
Naples Global Advisors
Florida
$414K -$22.8K -210 -5%
CPIG
416
Chicago Partners Investment Group
Illinois
$412K +$230 +2 +0.1%
ZIG
417
Zullo Investment Group
Pennsylvania
$408K – – –
RBFC
418
Roman Butler Fullerton & Co
Missouri
$404K -$36.1K -333 -8%
TC
419
Trust Company
Kansas
$401K – – –
TFGT
420
TS Financial Group (TSFG)
Illinois
$398K – – –
CCM
421
Coldstream Capital Management
Washington
$395K -$15.3K -141 -4%
GWM
422
Geneos Wealth Management
Colorado
$395K -$27.6K -254 -7%
BCM
423
Brookstone Capital Management
Illinois
$394K -$40K -353 -9%
FCM
424
Firestone Capital Management
Florida
$391K – – –
EWM
425
Empirical Wealth Management
Washington
$390K – – –
15 16
17
18 19