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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
$214M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$61.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$17.1M
4
BWA
Beam Wealth Advisors
Louisiana
$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$17.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$133M
2
WAM
WNY Asset Management
New York
$227K
3
Truist Financial
Truist Financial
North Carolina
$70.7M
4
Wells Fargo
Wells Fargo
California
$129M
5
Osaic Holdings
Osaic Holdings
Arizona
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
651
Hazlett, Burt & Watson
West Virginia
$33K -$53.5K -490 -62%
AT
652
Avalon Trust
New Mexico
$32.6K – – –
CCM
653
Chilton Capital Management
Texas
$32.6K +$32.6K +300 New
CSWM
654
Cassady Schiller Wealth Management
Ohio
$31K – – –
CTC
655
Central Trust Company
Missouri
$28.8K – – –
WIA
656
Wetzel Investment Advisors
Indiana
$28.1K – – –
BAM
657
Bellevue Asset Management
Washington
$27.2K – – –
NFSG
658
Newbridge Financial Services Group
Florida
$26.1K – – –
LWANC
659
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.4K – – –
SAM
660
Smartleaf Asset Management
Massachusetts
$24.9K – – –
CHC
661
City Holding Co
West Virginia
$24.5K -$10.9K -100 -31%
CP
662
Castleview Partners
Texas
$23K +$23K +212 New
WIM
663
Westside Investment Management
California
$20.5K – – –
BCWM
664
Bartlett & Co Wealth Management
Ohio
$18.9K -$10.9K -100 -36%
MSFP
665
Mark Sheptoff Financial Planning
Connecticut
$17.9K +$1.63K +15 +10%
GTAM
666
Global Trust Asset Management
Florida
$17.3K – – –
BBHC
667
Brown Brothers Harriman & Co
New York
$16.1K +$16.1K +148 New
LC
668
Lindbrook Capital
California
$15.1K – – –
BSB
669
Bangor Savings Bank
Maine
$15K – – –
ATPW
670
Ashton Thomas Private Wealth
Arizona
$14.8K +$14.8K +136 New
CAM
671
Clarity Asset Management
Iowa
$13.9K – – –
RS
672
Rakuten Securities
Japan
$12.4K +$3.26K +30 +36%
EAM
673
Eukles Asset Management
Ohio
$12.3K – – –
POIA
674
Pin Oak Investment Advisors
Texas
$10K – – –
VWM
675
Venturi Wealth Management
Texas
$9.93K +$9.93K +91 New
25 26
27
28 29