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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 %
SCM
551
SOL Capital Management
Maryland
$217K -$97.7K -900 -31%
CFG
552
Clayton Financial Group
Missouri
$216K – – –
HFA
553
High Falls Advisors
New York
$215K -$25.4K -234 -11%
SIG
554
Stonegate Investment Group
Alabama
$215K – – –
CAM
555
Covenant Asset Management
New Jersey
$213K -$6.2K -57 -3%
LWM
556
Liberty Wealth Management
California
$212K -$2.8K -26 -1%
CWM
557
Chemistry Wealth Management
New York
$212K – – –
BFG
558
Beacon Financial Group
Texas
$212K +$7.5K +69 +4%
SDWIA
559
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$211K -$217 -2 -0.1%
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$210K – – –
MC
561
Moors & Cabot
Massachusetts
$209K -$6.63K -61 -3%
CCA
562
Criterion Capital Advisors
Tennessee
$208K +$435 +4 +0.2%
NRC
563
New Republic Capital
North Carolina
$208K -$98.9K -910 -32%
SAM
564
Smithbridge Asset Management
Pennsylvania
$208K +$652 +6 +0.3%
AWM
565
Apollon Wealth Management
South Carolina
$207K -$17.2K -158 -8%
EP
566
Edgestream Partners
New Jersey
$207K +$207K +1,906 New
GWMR
567
GC Wealth Management RIA
Massachusetts
$206K – – –
SW
568
Simplicity Wealth
New Jersey
$205K – – –
BFG
569
Bleakley Financial Group
New Jersey
$205K – – –
BIAS
570
Beacon Investment Advisory Services
New Jersey
$205K – – –
KC
571
Kades & Cheifetz
Pennsylvania
$204K +$6.52K +60 +3%
MSFS
572
Main Street Financial Solutions
Pennsylvania
$201K -$5.22K -48 -3%
MW
573
Maia Wealth
Colorado
$200K +$200K +1,816 New
CT
574
Clearstead Trust
Maine
$194K +$1.63K +15 +0.8%
WT
575
Whittier Trust
California
$191K -$111K -1,021 -37%
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