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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.

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
1
Envestnet Asset Management
Illinois
$410M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$128M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$56.4M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$56.4M
5
LPL Financial
5
LPL Financial
California
$263M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$382K
2
GWM
2
GDS Wealth Management
Texas
$625K
3
Bank of America
3
Bank of America
North Carolina
$538M
4
PWA
4
Phoenix Wealth Advisors
North Carolina
$263K
5
Truist Financial
5
Truist Financial
North Carolina
$70.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$39.6M 336,677 +35,356 +12%
Mariner
27
Mariner
Kansas
$37.4M 318,289 +1,856 +0.6%
AllianceBernstein
28
AllianceBernstein
Tennessee
$35.4M 300,611 +39,117 +15%
CH
29
CVS Health
Rhode Island
$32.1M 273,110 – –
SPIA
30
Steward Partners Investment Advisory
New York
$32M 272,193 +1,142 +0.4%
RJA
31
Raymond James & Associates
Florida
$31.3M 266,194 +4,400 +2%
RW
32
Regimen Wealth
Georgia
$31.2M 264,975 +1,818 +0.7%
AWS
33
Atria Wealth Solutions
New York
$31.1M 264,642 +39,464 +18%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$30.4M 258,144 -22,112 -8%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$29.5M 251,625 +94,160 +60%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$28.9M 245,873 -484 -0.2%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$28.8M 245,200 +48,519 +25%
NRA
38
NSI Retail Advisors
Pennsylvania
$27.2M 230,900 +230,900 New
CA
39
CSM Advisors
Pennsylvania
$27.2M 230,900 +230,900 New
Creative Planning
40
Creative Planning
Kansas
$24.7M 210,085 +1,087 +0.5%
WA
41
Waverly Advisors
Alabama
$23.9M 203,481 +20,683 +11%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$23.4M 198,858 -5,410 -3%
BWA
43
Beam Wealth Advisors
Louisiana
$23.3M 197,716 +2,334 +1%
PS
44
Principal Securities
Iowa
$22.6M 192,255 +168,388 +706%
DC
45
Davenport & Co
Virginia
$22.3M 189,583 +11,211 +6%
Comerica Bank
46
Comerica Bank
Texas
$22.2M 188,814 -3,604 -2%
SB
47
Simmons Bank
Arkansas
$21.5M 182,726 -3,946 -2%
WBG
48
Wharton Business Group
Pennsylvania
$20.2M 171,822 -49,857 -22%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$19.5M 164,950 +2,094 +1%
VCS
50
Vaughan & Co Securities
New Jersey
$18.5M 157,264 -200 -0.1%
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