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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 %
WDC
501
Woodward Diversified Capital
California
$324K – – –
CIA
502
Concurrent Investment Advisors
Florida
$320K +$20.7K +176 +7%
BWM
503
Birchcreek Wealth Management
Ohio
$318K +$2.59K +22 +0.8%
LPAM
504
Lodestar Private Asset Management
California
$316K +$14.1K +120 +5%
HAS
505
HBW Advisory Services
California
$313K +$3.06K +26 +1%
TA
506
TrueWealth Advisors
Alabama
$311K – – –
SWA
507
SFMG Wealth Advisors
Texas
$309K +$2.82K +24 +0.9%
VR
508
Valued Retirements
Texas
$308K +$6K +51 +2%
ZB
509
Zions Bancorporation
Utah
$308K – – –
WCM
510
WealthBridge Capital Management
Ohio
$306K +$823 +7 +0.3%
LOIP
511
Live Oak Investment Partners
Texas
$305K -$283K – –
SFA
512
Sequoia Financial Advisors
Ohio
$304K – – –
AL
513
Aspiriant LLC
California
$302K +$30.1K +256 +11%
VCP
514
Verus Capital Partners
Arizona
$300K +$1.76K +15 +0.6%
PWMAG
515
Pinnacle Wealth Management Advisory Group
New Jersey
$299K +$3.53K +30 +1%
FI
516
Financial Insights
Washington
$297K – – –
LWA
517
Lowe Wealth Advisors
Maryland
$295K -$2.94K -25 -1%
Renaissance Technologies
518
Renaissance Technologies
New York
$294K +$58.8K +500 +25%
NAM
519
NorthCrest Asset Manangement
Minnesota
$294K +$294K +2,500 New
CWM
520
Calamos Wealth Management
Illinois
$291K -$297K -2,528 -51%
EWS
521
Evergreen Wealth Solutions
Pennsylvania
$291K +$291K +2,476 New
CWA
522
Consilio Wealth Advisors
Washington
$286K – – –
MC
523
McCarthy & Cox
Ohio
$286K +$286K +2,430 New
ESB
524
Essex Savings Bank
Connecticut
$285K +$285K +2,427 New
GEA
525
Glen Eagle Advisors
New Jersey
$285K +$471 +4 +0.2%
19 20
21
22 23