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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 %
GP
426
Greenline Partners
New York
$379K – – –
KP
427
Kitching Partners
Pennsylvania
$379K +$3.26K +30 +0.9%
MCA
428
Magnolia Capital Advisors
Mississippi
$378K +$37.8K +348 +11%
CWS
429
Cypress Wealth Services
California
$378K – – –
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$377K – – –
CPSAC
431
Chas P. Smith & Associates (CPS)
Florida
$374K -$543 -5 -0.1%
GCIM
432
Gunn & Company Investment Management
Florida
$374K +$374K +3,443 New
Qube Research & Technologies (QRT)
433
Qube Research & Technologies (QRT)
United Kingdom
$373K -$3.62M -33,338 -91%
VC
434
Vicus Capital
Pennsylvania
$373K +$23.7K +218 +7%
CIA
435
Capital Investment Advisors
Georgia
$370K -$58K -534 -14%
CAL
436
Capital Analysts LLC
Pennsylvania
$368K – – –
HH
437
Hilltop Holdings
Texas
$366K +$62.5K +575 +21%
MOS
438
MGO One Seven
Ohio
$366K -$116K -1,070 -24%
SMC
439
Smith, Moore & Co
Missouri
$366K -$1.85K -17 -0.5%
HA
440
Hanover Advisors
South Carolina
$364K – – –
SC
441
Sykon Capital
New York
$364K -$16.7K -154 -4%
GA
442
Greytown Advisors
Florida
$363K -$90.1K -829 -20%
WA
443
WBH Advisory
Maryland
$362K -$13.9K -128 -4%
MWM
444
Modera Wealth Management
New Jersey
$361K – – –
ST
445
Sageworth Trust
Pennsylvania
$361K +$361K +3,321 New
MWM
446
Meridian Wealth Management
Kentucky
$360K +$360K +3,310 New
FFA
447
Farther Finance Advisors
California
$358K -$20.9K -193 -6%
USCWA
448
U.S. Capital Wealth Advisors
Texas
$357K -$908K -8,357 -72%
PIA
449
Perennial Investment Advisors
California
$351K – – –
D.E. Shaw & Co
450
D.E. Shaw & Co
New York
$349K -$190K -1,752 -35%
16 17
18
19 20