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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 %
T
476
TNF
Montana
$362K – – –
NEPWA
477
New England Private Wealth Advisors
Massachusetts
$362K – – –
HI
478
Human Investing
Oregon
$361K +$1.29K +11 +0.4%
CNBTD
479
Citizens National Bank Trust Department
Mississippi
$356K – – –
FCT
480
Family Capital Trust
Massachusetts
$353K – – –
NHC
481
Nicholas Hoffman & Company
Georgia
$352K +$1.88K +16 +0.5%
TSWM
482
Tyler-Stone Wealth Management
Ohio
$351K +$176K +1,492 +100%
KFP
483
KMG Fiduciary Partners
Ohio
$350K -$17.4K -148 -5%
BPAMU
484
BTG Pactual Asset Management US
New York
$349K +$349K +3,337 New
BC
485
Barrett & Company
Rhode Island
$348K +$1.53K +13 +0.4%
MPW
486
Monterey Private Wealth
California
$346K +$823 +7 +0.2%
RIA
487
Realta Investment Advisors
Delaware
$345K -$1.15M -9,624 -77%
DJYG
488
David J. Yvars Group
Florida
$344K +$2.24K +19 +0.7%
AWAG
489
ARS Wealth Advisors Group
Florida
$343K +$823 +7 +0.2%
GWP
490
Gen-Wealth Partners
Michigan
$341K – – –
ACM
491
AlphaStar Capital Management
North Carolina
$339K +$339K +2,881 New
MIC
492
Means Investment Company
Maine
$339K -$6.7K -57 -2%
KP
493
Kitching Partners
Pennsylvania
$337K -$72.9K -620 -18%
VPP
494
Vertex Planning Partners
Illinois
$336K – – –
LA
495
Latitude Advisors
Florida
$335K +$31.8K +270 +10%
CWP
496
CFM Wealth Partners
Texas
$334K – – –
PWP
497
Perfromance Wealth Partners
Illinois
$331K +$27.4K +233 +9%
TFS
498
Thoroughbred Financial Services
Tennessee
$327K +$1.76K +15 +0.5%
SAG
499
SageView Advisory Group
California
$326K -$204K -1,738 -39%
FA
500
Fermata Advisors
California
$325K -$1.41K -12 -0.4%
18 19
20
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