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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 %
CFP
526
Cascade Financial Partners
California
$248K – – –
BP
527
BBR Partners
New York
$244K -$21.5K -198 -8%
PFA
528
Pettinga Financial Advisors
Indiana
$243K -$4.35K -40 -2%
GI
529
Gradient Investments
Minnesota
$242K – – –
WB
530
WesBanco Bank
West Virginia
$240K -$326K -3,000 -58%
VCA
531
Verdence Capital Advisors
Maryland
$239K +$239K +2,197 New
UCMOK
532
United Capital Management of KS
Kansas
$233K +$19.1K +176 +9%
IAIM
533
International Assets Investment Management
Florida
$228K -$1.96K -18 -0.8%
CAM
534
Concorde Asset Management
Michigan
$228K -$152K -1,400 -40%
CCG
535
Capital CS Group
California
$228K +$228K +2,095 New
WAM
536
WNY Asset Management
New York
$227K -$16.8M -154,396 -99%
PCIA
537
Prime Capital Investment Advisors
Kansas
$227K -$251K -2,310 -53%
UB
538
UMB Bank
Missouri
$226K – – –
CGA
539
Crescent Grove Advisors
Illinois
$224K -$10K -92 -4%
CWG
540
Cornerstone Wealth Group
North Carolina
$223K -$10.1K -93 -4%
MW
541
Marcum Wealth
Ohio
$222K – – –
EWM
542
EPG Wealth Management
Georgia
$222K -$229K -2,074 Closed
MCCA
543
Mill Creek Capital Advisors
Pennsylvania
$221K -$50.5K -465 -19%
FPAS
544
Focus Partners Advisor Solutions
Missouri
$221K – – –
JHCP
545
Jackson Hole Capital Partners
Oklahoma
$220K – – –
MSA
546
Marino Stram & Associates
Massachusetts
$220K -$21K -193 -9%
SWA
547
Strategies Wealth Advisors
Michigan
$219K – – –
Renaissance Technologies
548
Renaissance Technologies
New York
$217K -$4.64M -42,700 -96%
CCA
549
Childress Capital Advisors
Texas
$217K – – –
MFGM
550
Marshall Financial Group (Maryland)
Maryland
$217K +$217K +2,000 New
20 21
22
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