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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 %
WWP
601
WR Wealth Planners
Missouri
$195K +$23.2K +197 +13%
CF
602
Centaurus Financial
California
$175K +$38.4K +326 +28%
ACA
603
Aptus Capital Advisors
Alabama
$174K -$1.65K -14 -0.9%
AIM
604
Acropolis Investment Management
Missouri
$168K +$168K +1,425 New
GWSG
605
GPS Wealth Strategies Group
Colorado
$167K +$10.3K +88 +7%
FHA
606
First Horizon Advisors
Tennessee
$161K +$36.5K +310 +29%
SRCM
607
Signature Resources Capital Management
California
$147K – – –
CT
608
Colonial Trust
South Carolina
$144K – – –
CTC
609
Central Trust Company
Missouri
$141K +$110K +938 +354%
PAG
610
Paladin Advisory Group
Iowa
$140K – – –
CFO
611
CVA Family Office
Colorado
$140K -$7.18K -61 -5%
MCM
612
Manchester Capital Management
Vermont
$137K – – –
RFA
613
Register Financial Advisors
Georgia
$136K -$46.6K -396 -26%
CB
614
Community Bank
New York
$129K – – –
AF
615
Advisornet Financial
Minnesota
$125K +$78.1K +664 +167%
CA
616
Centerpoint Advisors
Massachusetts
$118K – – –
NRC
617
New Republic Capital
North Carolina
$118K -$107K -910 -48%
Qube Research & Technologies (QRT)
618
Qube Research & Technologies (QRT)
United Kingdom
$114K -$290K -2,463 -72%
MHR
619
Matthew Hamilton Rosenberg
$112K – – –
LFG
620
Larson Financial Group
Missouri
$111K – – –
CIAS
621
Capital Investment Advisory Services
North Carolina
$111K +$470 +4 +0.4%
GWM
622
Grand Wealth Management
Michigan
$108K – – –
AIP
623
Ameritas Investment Partners
Nebraska
$108K -$4.12K -35 -4%
GWANC
624
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K – – –
VWWMG
625
Vermillion & White Wealth Management Group
Pennsylvania
$102K -$4.47K -38 -4%
23 24
25
26 27