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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 %
BWL
701
Bogart Wealth LLC
Virginia
$326 – – –
NC
702
NewSquare Capital
Pennsylvania
$12 -$1.11K -10 Closed
CMA
703
Cedar Mountain Advisors
Oregon
$2 -$2 – –
GB
704
Gunma Bank
Japan
– -$10.5M -95,000 Closed
MMRF
705
Michelson Medical Research Foundation
California
– -$8.07M -73,240 Closed
EE
706
EWG Elevate
California
– -$4.26M -38,698 Closed
TF
707
Theory Financial
Colorado
– -$3.93M -35,674 Closed
AAG
708
Accordant Advisory Group
Maryland
– -$2.1M -19,032 Closed
LNC
709
Lincoln National Corp
Pennsylvania
– -$2.05M -18,581 Closed
TI
710
Tidal Investments
Wisconsin
– -$1.85M -16,764 Closed
CBFP
711
Cedar Brook Financial Partners
Ohio
– -$1.08M -9,840 Closed
SIAS
712
Summit Investment Advisory Services
Minnesota
– -$921K -8,355 Closed
RVPG
713
Relative Value Partners Group
– -$687K -6,636 Closed
YIH
714
Y-Intercept (HK)
Hong Kong
– -$549K -4,979 Closed
Wolverine Trading
715
Wolverine Trading
Illinois
– -$483K -4,380 Closed
WA
716
Wealth Alliance
New York
– -$456K -4,142 Closed
PWM
717
Perigon Wealth Management
California
– -$392K -3,557 Closed
GS
718
GTS Securities
New York
– -$385K -3,497 Closed
WC
719
Waterloo Capital
Texas
– -$360K -3,263 Closed
WA
720
Wealthstar Advisors
Texas
– -$338K -3,070 Closed
HIC
721
Hartline Investment Corp
Illinois
– -$338K -3,068 Closed
SCA
722
Sandy Cove Advisors
Massachusetts
– -$308K -2,794 Closed
RFA
723
Resurgent Financial Advisors
Georgia
– -$265K -2,404 Closed
KWA
724
Kellett Wealth Advisors
Ohio
– -$259K -2,348 Closed
IAG
725
Investmark Advisory Group
Connecticut
– -$251K -2,281 Closed
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