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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 %
CPA
626
Clear Point Advisors
New York
$60.7K +$544 +5 +0.9%
T
627
Tidemark
California
$58K -$11.4K -105 -16%
HGERS
628
Householder Group Estate & Retirement Specialist
Arizona
$58K -$24.7K -231 -30%
FCG
629
Financial Connections Group
California
$55K – – –
MA
630
Montag & Associates
Georgia
$54.5K +$54.5K +501 New
BF
631
BOK Financial
Oklahoma
$54.4K – – –
CAS
632
Coppell Advisory Solutions
Texas
$51.6K +$51.6K +475 New
SC
633
Stephens Consulting
Michigan
$51.5K -$25.4K -234 -33%
CWM
634
Compass Wealth Management
Connecticut
$48.3K – – –
HFS
635
Hantz Financial Services
Michigan
$48K +$48K +440 New
FCT
636
First Community Trust
Iowa
$47.3K – – –
GCM
637
Gables Capital Management
Florida
$45.1K – – –
CPG
638
Cornerstone Planning Group
New Jersey
$45.1K -$10.4K -93 -19%
MWM
639
MGB Wealth Management
Texas
$44.1K – – –
AF
640
Advisornet Financial
Minnesota
$43.1K +$217 +2 +0.5%
SR
641
Syntax Research
Florida
$42K -$609K -5,598 -94%
TSMHT
642
Thurston Springer Miller Herd & Titak
Indiana
$40.8K +$40.8K +375 New
CSC
643
Caldwell Sutter Capital
California
$38.7K – – –
Russell Investments Group
644
Russell Investments Group
United Kingdom
$38.6K – – –
CJ
645
Caitlin John
Michigan
$37.5K – – –
AWM
646
AllSquare Wealth Management
New York
$35.1K – – –
MRCM
647
M&R Capital Management
New Jersey
$35K – – –
DZ Bank
648
DZ Bank
Germany
$34.7K – – –
PB
649
Pinnacle Bancorp
Nebraska
$34.2K – – –
FMP
650
Financial Management Professionals
Texas
$34K – – –
24 25
26
27 28