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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 %
PIM
426
Parker Investment Management
California
$468K +$468K +3,980 New
BCM
427
Brookstone Capital Management
Illinois
$459K +$50.3K +428 +12%
GFS
428
GYL Financial Synergies
Connecticut
$454K – – –
NGA
429
Naples Global Advisors
Florida
$448K – – –
MWP
430
Madison Wealth Partners
Wisconsin
$446K -$16.9K -144 -4%
HCM
431
Hengehold Capital Management
Ohio
$445K -$34.2K -291 -7%
RBFC
432
Roman Butler Fullerton & Co
Missouri
$442K +$830 +7 +0.2%
ZIG
433
Zullo Investment Group
Pennsylvania
$441K – – –
CW
434
CreativeOne Wealth
Kansas
$438K +$133K +1,134 +44%
IWN
435
Independent Wealth Network
Iowa
$437K -$22.5K -191 -5%
CAM
436
Concorde Asset Management
Michigan
$434K +$187K +1,588 +76%
TC
437
Trust Company
Kansas
$433K – – –
TFGT
438
TS Financial Group (TSFG)
Illinois
$431K – – –
GWP
439
Gateway Wealth Partners
Wisconsin
$429K -$404K -3,435 -49%
FCM
440
Firestone Capital Management
Florida
$423K – – –
AOWM
441
Alpha Omega Wealth Management
Virginia
$414K -$95.3K -810 -19%
MWM
442
Modera Wealth Management
New Jersey
$413K +$22.2K +189 +6%
GP
443
Greenline Partners
New York
$411K – – –
MCA
444
Magnolia Capital Advisors
Mississippi
$410K +$1.29K +11 +0.3%
SC
445
Sykon Capital
New York
$409K +$15.1K +128 +4%
FFA
446
Farther Finance Advisors
California
$408K +$20.8K +177 +5%
FDCDDQ
447
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K – – –
CWS
448
Cypress Wealth Services
California
$406K -$2.35K -20 -0.6%
CAL
449
Capital Analysts LLC
Pennsylvania
$403K +$4.95K +42 +1%
FTUS
450
Flow Traders U.S.
New York
$400K -$3.78M -32,137 -90%
16 17
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