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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 %
CCM
451
Coldstream Capital Management
Washington
$427K -$55.2K -492 -11%
HCM
452
Hengehold Capital Management
Ohio
$426K +$1.24K +11 +0.3%
NGA
453
Naples Global Advisors
Florida
$425K -$2.25K -20 -0.5%
MWP
454
Madison Wealth Partners
Wisconsin
$423K -$3.26K -29 -0.8%
ZIG
455
Zullo Investment Group
Pennsylvania
$421K – – –
EWM
456
Empirical Wealth Management
Washington
$421K -$89.6K -798 -18%
ET
457
Equitable Trust
Tennessee
$420K +$420K +3,738 New
QCM
458
Quantinno Capital Management
New York
$417K -$43.2K -385 -9%
SRWM
459
Shira Ridge Wealth Management
California
$417K -$247K -2,198 -37%
RSF
460
Rik Saylor Financial
Ohio
$408K +$408K +3,638 New
FCM
461
Firestone Capital Management
Florida
$404K – – –
AM
462
Atwater Malick
Pennsylvania
$403K +$35.1K +313 +10%
GWM
463
Geneos Wealth Management
Colorado
$401K -$947K -8,435 -70%
EA
464
Everpar Advisors
Oklahoma
$398K +$398K +3,541 New
ATPW
465
Ashton Thomas Private Wealth
Arizona
$397K +$397K +3,533 New
GP
466
Greenline Partners
New York
$392K – – –
AFO
467
Allie Family Office
Florida
$389K – – –
AOWM
468
Alpha Omega Wealth Management
Virginia
$386K -$8.76K -78 -2%
TVAMP
469
Tennessee Valley Asset Management Partners
Tennessee
$385K -$141K -1,258 -27%
CAL
470
Capital Analysts LLC
Pennsylvania
$384K – – –
PIA
471
Perennial Investment Advisors
California
$379K +$17.1K +152 +5%
SMC
472
Smith, Moore & Co
Missouri
$379K +$225 +2 +0.1%
NHC
473
Nicholas Hoffman & Company
Georgia
$377K +$41K +365 +12%
MWM
474
Meridian Wealth Management
Kentucky
$376K +$3.48K +31 +0.9%
CWS
475
Cypress Wealth Services
California
$374K -$13.5K -120 -3%
17 18
19
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