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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 %
MHR
601
Matthew Hamilton Rosenberg
$103K – – –
LFG
602
Larson Financial Group
Missouri
$103K – – –
CIAS
603
Capital Investment Advisory Services
North Carolina
$102K -$761 -7 -0.7%
GWM
604
Grand Wealth Management
Michigan
$99.8K – – –
VWWMG
605
Vermillion & White Wealth Management Group
Pennsylvania
$98.7K – – –
GWANC
606
Guardian Wealth Advisors (North Carolina)
North Carolina
$95.7K +$95.7K +880 New
PCMC
607
Planning Capital Management Corporation
Pennsylvania
$91.4K – – –
HWA
608
HHM Wealth Advisors
Tennessee
$89.1K – – –
MFA
609
McClarren Financial Advisors
Pennsylvania
$88K -$240K -591 -73%
EWA
610
EverSource Wealth Advisors
Alabama
$84.8K +$689 +6 +0.8%
FFA
611
Founders Financial Alliance
North Carolina
$83.6K +$326 +3 +0.4%
SIC
612
Salem Investment Counselors
North Carolina
$83.2K – – –
SSB
613
Sandy Spring Bank
Maryland
$81.5K – – –
LI
614
LRI Investments
Florida
$78.3K -$80.4K -740 -51%
RIL
615
Rothschild Investment LLC
Illinois
$77.2K – – –
NSIM
616
North Star Investment Management
Illinois
$76.1K – – –
FPFS
617
First Personal Financial Services
North Carolina
$75.3K – – –
HCM
618
Hollencrest Capital Management
California
$70.7K – – –
CFD
619
Creative Financial Designs
Indiana
$69.4K +$109 +1 +0.2%
HGA
620
Hobbs Group Advisors
South Carolina
$65.2K +$65.2K +600 New
CIR
621
Clear Investment Research
Georgia
$63.7K -$6.96K -64 -10%
GWS
622
Glassman Wealth Services
Virginia
$63.1K +$543 +5 +0.9%
KFI
623
Key Financial Inc
Pennsylvania
$62.3K – – –
TWD
624
True Wealth Design
Ohio
$62.2K – – –
PA
625
PSI Advisors
Florida
$60.9K – – –
23 24
25
26 27