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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 %
IAIM
551
International Assets Investment Management
Florida
$268K -$31.4M -279,493 -99%
HSA
552
HBK Sorce Advisory
Pennsylvania
$267K +$7.97K +71 +3%
CW
553
CreativeOne Wealth
Kansas
$267K -$150K -1,340 -36%
SIAM
554
Sterling Investment Advisors (Missouri)
Missouri
$265K – – –
PPP
555
Private Portfolio Partners
New Jersey
$264K +$16.3K +145 +7%
HI
556
Horizon Investments
North Carolina
$262K +$262K +2,332 New
AL
557
Aspiriant LLC
California
$260K -$28.7K -256 -10%
TIAA Trust, National Association
558
TIAA Trust, National Association
North Carolina
$259K -$6.51K -58 -2%
FFA
559
Farther Finance Advisors
California
$257K -$133K -1,189 -34%
CFP
560
Cascade Financial Partners
California
$256K – – –
GI
561
Gradient Investments
Minnesota
$254K -$2.02K -18 -0.8%
CF
562
Clarity Financial
Texas
$254K +$254K +2,258 New
VNA
563
Valley National Advisers
Pennsylvania
$253K +$49.9K +445 +25%
HH
564
Hilltop Holdings
Texas
$249K -$119K -1,060 -32%
WB
565
WesBanco Bank
West Virginia
$247K – – –
VCA
566
Verdence Capital Advisors
Maryland
$247K +$224 +2 +0.1%
AssetMark Inc
567
AssetMark Inc
California
$247K +$218K +1,939 +746%
BW
568
Bison Wealth
Georgia
$246K -$4.94K -44 -2%
S
569
SignatureFD
Georgia
$243K +$243K +2,163 New
DCM
570
Dudley Capital Management
Virginia
$239K +$28.1K +250 +13%
PWM
571
PBMares Wealth Management
Virginia
$238K -$20.1K -179 -8%
AA
572
AlphaMark Advisors
Kentucky
$238K +$238K +2,120 New
PWM
573
Pines Wealth Management
North Carolina
$238K +$238K +2,143 New
PCIA
574
Prime Capital Investment Advisors
Kansas
$237K +$10.3K +92 +5%
TCOV
575
Trust Company of Vermont
Vermont
$236K +$161K +1,431 +212%
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