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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 %
MAMG
576
Milestone Asset Management Group
Connecticut
$236K +$236K +2,104 New
MC
577
Moors & Cabot
Massachusetts
$235K +$30.3K +270 +15%
EWS
578
Evergreen Wealth Solutions
Pennsylvania
$234K -$43.6K -388 -16%
UB
579
UMB Bank
Missouri
$234K – – –
NG
580
Novem Group
New York
$233K +$233K +2,079 New
EWM
581
EPG Wealth Management
Georgia
$233K +$1.91K +17 +0.8%
FPAS
582
Focus Partners Advisor Solutions
Missouri
$232K +$4.49K +40 +2%
MG
583
Mather Group
Illinois
$231K -$1.91K -17 -0.8%
CWG
584
Cornerstone Wealth Group
North Carolina
$230K – – –
HFA
585
High Falls Advisors
New York
$229K +$2.25K +20 +1%
JHCP
586
Jackson Hole Capital Partners
Oklahoma
$228K – – –
SCM
587
SOL Capital Management
Maryland
$225K – – –
PGFC
588
Peapack-Gladstone Financial Corp
New Jersey
$225K +$8.2K +73 +4%
MFGM
589
Marshall Financial Group (Maryland)
Maryland
$225K – – –
HA
590
HC Advisors
Georgia
$225K +$225K +2,000 New
MSA
591
Marino Stram & Associates
Massachusetts
$223K -$4.27K -38 -2%
SIG
592
Stonegate Investment Group
Alabama
$222K – – –
PWM
593
Perigon Wealth Management
California
$222K +$13.7K +120 +7%
CPRC
594
Consolidated Portfolio Review Corp
New York
$221K +$221K +1,967 New
CWM
595
Chemistry Wealth Management
New York
$219K – – –
SDWIA
596
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$218K – – –
ML
597
McAdam LLC
Pennsylvania
$217K +$217K +1,933 New
BBHC
598
Brown Brothers Harriman & Co
New York
$217K +$200K +1,785 +1,206%
CWM
599
Concentrum Wealth Management
California
$216K +$216K +1,926 New
JWA
600
JFS Wealth Advisors
Pennsylvania
$216K -$141K -1,257 -40%
22 23
24
25 26