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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 %
FCM
701
Fourpath Capital Management
Oklahoma
$10.7K +$10.7K +91 New
OAJ
702
Ogorek Anthony Joseph
New York
$10K – – –
POIA
703
Pin Oak Investment Advisors
Texas
$10K – – –
FRA
704
Front Row Advisors
California
$9.76K -$159K -1,350 -94%
BLC
705
Brown, Lisle/Cummings
Rhode Island
$9.76K – – –
RFG
706
REAP Financial Group
Texas
$8.82K +$8.82K +75 New
RMC
707
Resources Management Corp
Connecticut
$8K – – –
PBK
708
Peoples Bank (Kansas)
Kansas
$7.76K – – –
RBC
709
Roble Belko & Company
Pennsylvania
$7K – – –
AW
710
Avion Wealth
Texas
$7K +$3.67K +32 +110%
VCM
711
Versant Capital Management
Arizona
$6.82K – – –
PFA
712
Pathway Financial Advisers
Indiana
$6.18K +$117 +1 +2%
CFB
713
Cullen/Frost Bankers
Texas
$5.57K +$5.57K +47 New
AWM
714
Avior Wealth Management
Nebraska
$5.53K +$5.53K +47 New
TAM
715
Townsend Asset Management
North Carolina
$4.44K +$117 +1 +3%
SIS
716
Sound Income Strategies
Florida
$4K – – –
PGAM
717
Princeton Global Asset Management
New Jersey
$3.76K – – –
GI
718
GAMMA Investing
California
$3.76K +$3.76K +32 New
SVCP
719
Silicon Valley Capital Partners
California
$3.65K – – –
CAM
720
Costello Asset Management
Pennsylvania
$3.57K +$3.57K +30 New
IAIM
721
International Assets Investment Management
Florida
$2.4K +$2.38K +279,774 +13,316%
EBA
722
Eagle Bay Advisors
New York
$2.12K – – –
GC
723
Gould Capital
Washington
$2.12K – – –
VWA
724
Valued Wealth Advisors
Utah
$1.88K – – –
NIC
725
Northwest Investment Counselors
Oregon
$1.65K +$1.65K +14 New
27 28
29
30 31