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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 %
SMC
451
Smith, Moore & Co
Missouri
$397K +$706 +6 +0.2%
CIA
452
Capital Investment Advisors
Georgia
$397K -$3.76K -32 -0.9%
DAS
453
Dynamic Advisor Solutions
Arizona
$394K -$87.6K -745 -18%
HA
454
Hanover Advisors
South Carolina
$394K – – –
SAM
455
Silvercrest Asset Management
New York
$392K +$392K +3,336 New
WA
456
WBH Advisory
Maryland
$392K +$1.06K +9 +0.3%
C1AG
457
Client 1st Advisory Group
Florida
$392K +$392K +3,329 New
MOS
458
MGO One Seven
Ohio
$391K -$5.06K -43 -1%
AFO
459
Allie Family Office
Florida
$391K +$391K +3,050 New
MWM
460
Meridian Wealth Management
Kentucky
$391K +$1.41K +12 +0.4%
ST
461
Sageworth Trust
Pennsylvania
$391K – – –
CPIG
462
Chicago Partners Investment Group
Illinois
$387K -$40K -336 -9%
HH
463
Hilltop Holdings
Texas
$386K -$10.4K -88 -3%
AM
464
Atwater Malick
Pennsylvania
$386K +$9.17K +78 +2%
AG
465
Ascent Group
Virginia
$384K +$53.6K +456 +16%
SFC
466
Strategic Financial Concepts
Texas
$382K -$44.2M -376,150 -99%
PIA
467
Perennial Investment Advisors
California
$379K – – –
WTA
468
Washington Trust Advisors
Massachusetts
$374K – – –
JWA
469
JFS Wealth Advisors
Pennsylvania
$374K +$2.35K +20 +0.6%
CPSAC
470
Chas P. Smith & Associates (CPS)
Florida
$370K -$35.3K -300 -9%
MWM
471
Mission Wealth Management
California
$370K +$54.3K +462 +17%
SFG
472
Shum Financial Group
California
$369K +$369K +3,094 New
GVAG
473
Great Valley Advisor Group
Delaware
$369K +$369K +3,138 New
CHA
474
Carmichael Hill & Associates
Maryland
$368K +$588 +5 +0.2%
SIC
475
Sigma Investment Counselors
Michigan
$364K – – –
17 18
19
20 21