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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 %
IWN
426
Independent Wealth Network
Iowa
$472K +$55.2K +492 +13%
DWM
427
Destination Wealth Management
California
$471K -$103K -915 -18%
BMA
428
Brooks Moore & Associates
Tennessee
$471K -$81.1K -722 -15%
PSF
429
Pacific Sun Financial
California
$469K – – –
EFM
430
Eley Financial Management
Vermont
$466K +$3.14K +28 +0.7%
SWA
431
Stratos Wealth Advisors
Ohio
$463K -$170K -1,514 -27%
SFG
432
SNS Financial Group
Minnesota
$463K – – –
MCCP
433
Mission Creek Capital Partners
California
$463K -$15K -134 -3%
TW
434
TrinityPoint Wealth
Connecticut
$457K -$2.47K -22 -0.5%
TPI
435
Trust Point Inc
Wisconsin
$457K – – –
FSA
436
Fort Sheridan Advisors
Illinois
$452K +$2.47K +22 +0.5%
GWP
437
Gateway Wealth Partners
Wisconsin
$451K +$42K +374 +10%
SWRP
438
Summit Wealth & Retirement Planning
California
$450K -$4.38K -39 -1%
FTWA
439
Fifth Third Wealth Advisors
Ohio
$449K +$1.35K +12 +0.3%
MM
440
Meridian Management
Arkansas
$449K – – –
HZ
441
Hixon Zuercher
Ohio
$448K +$191K +1,697 +74%
RIA
442
Richwood Investment Advisors
Ohio
$448K -$67.4K -600 -13%
NAS
443
NWF Advisory Services
California
$443K +$443K +3,950 New
RBFC
444
Roman Butler Fullerton & Co
Missouri
$442K +$10.2K +88 +2%
CAWM
445
Capital Advisors Wealth Management
Washington
$440K -$91.5K -815 -17%
AFG
446
Atomi Financial Group
New York
$437K -$579K -5,161 -57%
TSS
447
Two Sigma Securities
New York
$434K +$434K +3,868 New
FLPIM
448
F.L. Putnam Investment Management
Massachusetts
$434K +$434K +3,864 New
TC
449
Trust Company
Kansas
$432K +$18K +160 +4%
ICP
450
Interchange Capital Partners
Pennsylvania
$427K -$23K -205 -5%
16 17
18
19 20