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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 %
VWA
526
Visionary Wealth Advisors
Illinois
$284K +$235 +2 +0.1%
TIAA Trust, National Association
527
TIAA Trust, National Association
North Carolina
$278K +$7.65K +65 +3%
SIAM
528
Sterling Investment Advisors (Missouri)
Missouri
$278K – – –
1IA
529
1834 Investment Advisors
Wisconsin
$273K -$7.29K -62 -3%
HSA
530
HBK Sorce Advisory
Pennsylvania
$272K -$6.35K -54 -2%
CFP
531
Cascade Financial Partners
California
$271K – – –
PWM
532
PBMares Wealth Management
Virginia
$270K -$191K -1,626 -41%
HZ
533
Hixon Zuercher
Ohio
$270K – – –
GI
534
Gradient Investments
Minnesota
$268K +$6.71K +57 +3%
BP
535
BBR Partners
New York
$264K – – –
PWA
536
Phoenix Wealth Advisors
North Carolina
$263K -$6.99M -59,425 -96%
BW
537
Bison Wealth
Georgia
$262K +$262K +2,231 New
PFA
538
Pettinga Financial Advisors
Indiana
$261K -$2.94K -25 -1%
PPP
539
Private Portfolio Partners
New Jersey
$260K +$260K +2,209 New
WB
540
WesBanco Bank
West Virginia
$259K – – –
VCA
541
Verdence Capital Advisors
Maryland
$259K +$118 +1 +0%
TA
542
TFB Advisors
Kansas
$253K +$253K +2,155 New
UCMOK
543
United Capital Management of KS
Kansas
$246K -$7.06K -60 -3%
UB
544
UMB Bank
Missouri
$245K – – –
FFO
545
Fortitude Family Office
Arizona
$245K +$245K +2,080 New
MG
546
Mather Group
Illinois
$243K -$70.6K -600 -22%
EWM
547
EPG Wealth Management
Georgia
$242K +$242K +2,057 New
CWG
548
Cornerstone Wealth Group
North Carolina
$241K +$235 +2 +0.1%
MW
549
Marcum Wealth
Ohio
$240K – – –
BFG
550
Bleakley Financial Group
New Jersey
$239K +$16.7K +142 +8%
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