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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 %
NS
576
NBC Securities
Alabama
$176K +$66.8K +616 +61%
NRG
577
Nemes Rush Group
Michigan
$173K +$173K +1,588 New
RFA
578
Register Financial Advisors
Georgia
$168K +$30K +276 +22%
BFEC
579
Benjamin F. Edwards & Company
Missouri
$163K +$7.18K +66 +5%
ACA
580
Aptus Capital Advisors
Alabama
$162K +$17.5K +161 +12%
TSWM
581
Tyler-Stone Wealth Management
Ohio
$162K +$217 +2 +0.1%
WWP
582
WR Wealth Planners
Missouri
$159K +$33.5K +308 +27%
FRA
583
Front Row Advisors
California
$156K -$10.9K -100 -7%
IGWM
584
ICA Group Wealth Management
Colorado
$152K -$1.38M -12,665 -90%
GWSG
585
GPS Wealth Strategies Group
Colorado
$145K +$41.3K +380 +40%
VNA
586
Valley National Advisers
Pennsylvania
$142K – – –
SRCM
587
Signature Resources Capital Management
California
$136K – – –
CFO
588
CVA Family Office
Colorado
$136K -$235K -2,165 -63%
CT
589
Colonial Trust
South Carolina
$133K -$48.9K -450 -27%
PAG
590
Paladin Advisory Group
Iowa
$129K -$2.6K -24 -2%
BCV
591
Banque Cantonale Vaudoise
Switzerland
$127K – – –
MCM
592
Manchester Capital Management
Vermont
$127K – – –
CF
593
Centaurus Financial
California
$126K +$9.78K +90 +8%
CB
594
Community Bank
New York
$120K +$15.2K +140 +15%
PO
595
Private Ocean
California
$116K +$869 +8 +0.8%
FHA
596
First Horizon Advisors
Tennessee
$115K -$15.2K -140 -12%
RCM
597
Rain Capital Management
Oregon
$114K -$13.1K -119 -10%
CA
598
Centerpoint Advisors
Massachusetts
$109K +$109K +1,000 New
CTA
599
Colonial Trust Advisors
South Carolina
$105K -$7.83K -72 -7%
AIP
600
Ameritas Investment Partners
Nebraska
$103K -$2.72K -25 -3%
22 23
24
25 26