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iShares Core High Dividend ETF
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Overview Fund Activity

698 hedge funds and large institutions have $4.36B invested in iShares Core High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 232 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
-11
Holders Change %
-1.55%
% of All Funds
10.15%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.31%
New
48
Increased
232
Reduced
258
Closed
49
Calls
$97.6M
Puts
$250K
Net Calls
+$97.3M
Net Calls Change
-$2.96M

Top Buyers

1
LPL Financial
LPL Financial
California
+$12.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.36M
4
BWA
Beam Wealth Advisors
Louisiana
+$7.08M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.78M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$17.8M
2
WAM
WNY Asset Management
New York
-$16.8M
3
Truist Financial
Truist Financial
North Carolina
-$16.3M
4
Wells Fargo
Wells Fargo
California
-$13.5M
5
Osaic Holdings
Osaic Holdings
Arizona
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPP
476
Vertex Planning Partners
Illinois
$311K – – –
CWP
477
CFM Wealth Partners
Texas
$308K – – –
AG
478
Ascent Group
Virginia
$305K -$22.7K -209 -7%
FA
479
Fermata Advisors
California
$301K -$32.1K -295 -10%
EA
480
Everpar Advisors
Oklahoma
$300K +$26.7K +246 +10%
TFS
481
Thoroughbred Financial Services
Tennessee
$300K +$57.1K +527 +24%
WDC
482
Woodward Diversified Capital
California
$300K +$300K +2,756 New
MHI
483
Miller Howard Investments
New York
$298K +$298K +2,744 New
PIM
484
Penobscot Investment Management
Massachusetts
$297K – – –
ITIM
485
Indiana Trust & Investment Management
Indiana
$294K +$107K +987 +57%
MG
486
Mather Group
Illinois
$294K +$211K +1,916 +254%
FIM
487
Fernwood Investment Management
Massachusetts
$294K – – –
BWM
488
Birchcreek Wealth Management
Ohio
$292K -$5.22K -48 -2%
MWM
489
Mission Wealth Management
California
$291K -$8.04K -74 -3%
TA
490
TrueWealth Advisors
Alabama
$287K – – –
HP
491
Holistic Planning
Texas
$287K – – –
HAS
492
HBW Advisory Services
California
$286K +$978 +9 +0.3%
AssetMark Inc
493
AssetMark Inc
California
$285K +$285K +2,619 New
ZB
494
Zions Bancorporation
Utah
$284K – – –
LOIP
495
Live Oak Investment Partners
Texas
$283K – – –
SWA
496
SFMG Wealth Advisors
Texas
$283K +$2.17K +20 +0.8%
WCM
497
WealthBridge Capital Management
Ohio
$282K +$761 +7 +0.3%
AFP
498
Alpha Financial Partners
Kentucky
$281K -$731K -6,721 -72%
CW
499
CreativeOne Wealth
Kansas
$281K -$15.8K -145 -5%
PWP
500
Perfromance Wealth Partners
Illinois
$281K -$152K -1,401 -35%
18 19
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