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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
Wells Fargo
California
+$99.8M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$28.3M
3
CA
CSM Advisors
Pennsylvania
+$25.9M
4
LPL Financial
LPL Financial
California
+$16.1M
5
Bank of America
Bank of America
North Carolina
+$12.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$313M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$128M
3
BCI
Brinker Capital Investments
Pennsylvania
-$43.1M
4
OPS
Orion Portfolio Solutions
Nebraska
-$43.1M
5
CH
CVS Health
Rhode Island
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
501
Chas P. Smith & Associates (CPS)
Florida
$346K -$6.74K -60 -2%
NEPWA
502
New England Private Wealth Advisors
Massachusetts
$345K – – –
BWM
503
Birchcreek Wealth Management
Ohio
$345K +$41.3K +368 +14%
MWM
504
Mission Wealth Management
California
$345K -$7.97K -71 -2%
WA
505
Wealthstar Advisors
Texas
$345K +$345K +3,070 New
HI
506
Human Investing
Oregon
$344K – – –
CPW
507
Cove Private Wealth
New York
$344K +$344K +3,062 New
BJL
508
Brighton Jones LLC
Washington
$342K +$342K +3,048 New
CNBTD
509
Citizens National Bank Trust Department
Mississippi
$340K – – –
FCT
510
Family Capital Trust
Massachusetts
$337K – – –
CPA
511
Cathy Pareto & Associates
Florida
$336K +$336K +2,997 New
TSWM
512
Tyler-Stone Wealth Management
Ohio
$335K +$449 +4 +0.1%
BC
513
Barrett & Company
Rhode Island
$334K +$1.35K +12 +0.4%
FA
514
Fedenia Advisers
Wisconsin
$330K +$330K +2,942 New
WDC
515
Woodward Diversified Capital
California
$327K +$17.8K +159 +6%
AWAG
516
ARS Wealth Advisors Group
Florida
$327K -$898 -8 -0.3%
GWP
517
Gen-Wealth Partners
Michigan
$326K – – –
KFG
518
Kelly Financial Group
Connecticut
$326K +$326K +2,904 New
KFP
519
KMG Fiduciary Partners
Ohio
$324K -$10.3K -92 -3%
ACM
520
AlphaStar Capital Management
North Carolina
$323K – – –
MIC
521
Means Investment Company
Maine
$321K -$2.47K -22 -0.8%
MPW
522
Monterey Private Wealth
California
$320K -$10.4K -93 -3%
CFS
523
Compass Financial Services
Iowa
$319K +$319K +2,843 New
CWP
524
CFM Wealth Partners
Texas
$318K – – –
TFS
525
Thoroughbred Financial Services
Tennessee
$313K +$1.57K +14 +0.5%
19 20
21
22 23