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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 %
KC
576
Kades & Cheifetz
Pennsylvania
$220K -$1.41K -12 -0.6%
BTWM
577
Baker Tilly Wealth Management
Wisconsin
$219K -$1.06M -9,026 -83%
AWM
578
Apollon Wealth Management
South Carolina
$218K -$6.35K -54 -3%
MSFS
579
Main Street Financial Solutions
Pennsylvania
$217K +$353 +3 +0.2%
VCM
580
Vision Capital Management
Oregon
$216K +$216K +1,838 New
AIA
581
Armor Investment Advisors
North Carolina
$216K +$216K +1,833 New
PWM
582
Perigon Wealth Management
California
$214K +$214K +1,820 New
SLWA
583
San Luis Wealth Advisors
California
$214K +$214K +1,819 New
SWA
584
Strategies Wealth Advisors
Michigan
$214K -$22.5K -191 -10%
MC
585
Moors & Cabot
Massachusetts
$214K -$11.8K -100 -5%
ICMM
586
Integrated Capital Management (Michigan)
Michigan
$213K +$213K +1,814 New
CT
587
Clearstead Trust
Maine
$212K +$2.24K +19 +1%
VNA
588
Valley National Advisers
Pennsylvania
$212K +$58.1K +497 +38%
SWM
589
Salvus Wealth Management
New Jersey
$211K +$211K +1,795 New
SAA
590
Southeast Asset Advisors
Georgia
$211K +$211K +1,790 New
FHB
591
First Hawaiian Bank
Hawaii
$209K +$209K +1,779 New
HW
592
Hancock Whitney
Mississippi
$209K -$167K -1,422 -44%
WC
593
Waterloo Capital
Texas
$209K +$209K +1,775 New
RRA
594
Round Rock Advisors
Connecticut
$208K +$208K +1,771 New
CCA
595
Criterion Capital Advisors
Tennessee
$208K – – –
ACM
596
Absolute Capital Management
Pennsylvania
$208K +$208K +1,764 New
WT
597
Whittier Trust
California
$206K – – –
CRC
598
Curi RMB Capital
Illinois
$206K +$206K +1,750 New
AIA
599
AIMZ Investment Advisors
California
$206K +$206K +1,750 New
RWP
600
RWA Wealth Partners
Massachusetts
$202K +$202K +1,716 New
22 23
24
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