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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 %
FPAS
551
Focus Partners Advisor Solutions
Missouri
$239K – – –
JHCP
552
Jackson Hole Capital Partners
Oklahoma
$239K – – –
SGCA
553
Steel Grove Capital Advisors
Tennessee
$238K -$43.9K -375 -16%
MSA
554
Marino Stram & Associates
Massachusetts
$238K +$235 +2 +0.1%
PCIA
555
Prime Capital Investment Advisors
Kansas
$238K -$7.65K -65 -3%
CAM
556
Covenant Asset Management
New Jersey
$238K +$7.29K +62 +3%
HFA
557
High Falls Advisors
New York
$238K +$4.47K +38 +2%
CFG
558
Clayton Financial Group
Missouri
$235K +$4.35K +37 +2%
MFGM
559
Marshall Financial Group (Maryland)
Maryland
$235K – – –
SCM
560
SOL Capital Management
Maryland
$235K – – –
FFS
561
Founders Financial Securities
Maryland
$234K -$37.6K -320 -14%
SIG
562
Stonegate Investment Group
Alabama
$233K – – –
SF
563
Symphony Financial
Texas
$230K +$230K +1,967 New
BFG
564
Beacon Financial Group
Texas
$229K +$235 +2 +0.1%
CWM
565
Chemistry Wealth Management
New York
$229K – – –
SDWIA
566
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$229K – – –
PGFC
567
Peapack-Gladstone Financial Corp
New Jersey
$227K – – –
SAM
568
Smithbridge Asset Management
Pennsylvania
$225K – – –
GWMR
569
GC Wealth Management RIA
Massachusetts
$224K +$1.18K +10 +0.5%
PPW
570
Parcion Private Wealth
Washington
$223K +$223K +1,900 New
WAM
571
WNY Asset Management
New York
$223K -$22.6K -192 -9%
BIAS
572
Beacon Investment Advisory Services
New Jersey
$222K – – –
DCM
573
Dudley Capital Management
Virginia
$221K +$221K +1,882 New
ITIM
574
Indiana Trust & Investment Management
Indiana
$221K -$97.7K -831 -31%
UAG
575
United Advisor Group
Ohio
$220K +$220K +1,871 New
21 22
23
24 25