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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 %
BLC
676
Brown, Lisle/Cummings
Rhode Island
$9.02K – – –
OAJ
677
Ogorek Anthony Joseph
New York
$9K – – –
RMC
678
Resources Management Corp
Connecticut
$8K – – –
CIA
679
Cape Investment Advisory
Georgia
$7.28K – – –
PBK
680
Peoples Bank (Kansas)
Kansas
$7.17K – – –
RBC
681
Roble Belko & Company
Pennsylvania
$7K – – –
VCM
682
Versant Capital Management
Arizona
$6.31K – – –
BCMLT
683
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.09K – – –
PFA
684
Pathway Financial Advisers
Indiana
$5.65K +$109 +1 +2%
PP
685
PrairieView Partners
Minnesota
$5K – – –
TAM
686
Townsend Asset Management
North Carolina
$4.06K – – –
SIS
687
Sound Income Strategies
Florida
$3.7K -$38.9K -358 -91%
PGAM
688
Princeton Global Asset Management
New Jersey
$3.48K – – –
SVCP
689
Silicon Valley Capital Partners
California
$3.37K – – –
AW
690
Avion Wealth
Texas
$3K – – –
TWP
691
Triad Wealth Partners
Kansas
$2.39K +$2.39K +22 New
EBA
692
Eagle Bay Advisors
New York
$1.96K – – –
GC
693
Gould Capital
Washington
$1.96K +$1.96K +18 New
VWA
694
Valued Wealth Advisors
Utah
$1.74K – – –
DSC
695
Duncker Streett & Co
Missouri
$1.52K – – –
IHWM
696
Iron Horse Wealth Management
Iowa
$1.09K – – –
FHC
697
First Heartland Consultants
Missouri
$831 +$30 +275 +4%
HCA
698
Heck Capital Advisors
Wisconsin
$815 – – –
GCS
699
Gordian Capital (Singapore)
Singapore
$544 – – –
VAMG
700
Voisard Asset Management Group
Michigan
$544 +$544 +5 New
26 27
28
29 30