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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
1
Wells Fargo
California
$234M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.9M
3
CA
3
CSM Advisors
Pennsylvania
$51.8M
4
LPL Financial
4
LPL Financial
California
$267M
5
Bank of America
5
Bank of America
North Carolina
$527M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$78.3M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$10.8M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$10.8M
5
CH
5
CVS Health
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$33.9M +$153K +1,362 +0.5%
MML Investors Services
27
MML Investors Services
Massachusetts
$32.2M -$5.59M -49,832 -15%
SPIA
28
Steward Partners Investment Advisory
New York
$30.5M -$90.3K -804 -0.3%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$30.1M +$2.54M +22,660 +9%
RW
30
Regimen Wealth
Georgia
$29.1M -$665K -5,922 -2%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$28.7M -$1.57M -13,372 -5%
Osaic Holdings
32
Osaic Holdings
Arizona
$28.5M -$21M -186,617 -42%
SS
33
SBI Securities
Japan
$26.3M +$26.3M +234,021 New
NRA
34
NSI Retail Advisors
Pennsylvania
$25.9M – – –
Stifel Financial
35
Stifel Financial
Missouri
$25.3M +$8.05M +71,697 +47%
DC
36
Davenport & Co
Virginia
$24.5M +$3.26M +29,022 +15%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$23.1M +$748K +6,667 +3%
SB
38
Simmons Bank
Arkansas
$23.1M +$2.55M +22,672 +12%
WA
39
Waverly Advisors
Alabama
$22.3M -$580K -5,164 -3%
Creative Planning
40
Creative Planning
Kansas
$22.1M -$1.45M -12,880 -6%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$22M -$5.51M -49,082 -20%
Comerica Bank
42
Comerica Bank
Texas
$20.8M -$415K -3,700 -2%
WBG
43
Wharton Business Group
Pennsylvania
$19.3M -$26.4K -235 -0.1%
VCS
44
Vaughan & Co Securities
New Jersey
$17.8M +$117K +1,046 +0.7%
HWM
45
HB Wealth Management
Georgia
$17.6M +$566K +5,044 +3%
HCP
46
Holt Capital Partners
Texas
$16.9M -$335K -2,983 -2%
KAS
47
Kestra Advisory Services
Texas
$16.8M -$320K -2,853 -2%
KBFS
48
Kohmann Bosshard Financial Services
Ohio
$16.5M -$703K -6,266 -4%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$16.4M +$1.2M +10,699 +8%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$15.5M +$124K +1,105 +0.8%
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