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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
1
LPL Financial
California
$214M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$61.2M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$17.1M
4
BWA
4
Beam Wealth Advisors
Louisiana
$21.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$17.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$133M
2
WAM
2
WNY Asset Management
New York
$227K
3
Truist Financial
3
Truist Financial
North Carolina
$70.7M
4
Wells Fargo
4
Wells Fargo
California
$129M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
51
Sweeney & Michel
California
$14.8M +$15K +139 +0.1%
HWM
52
HB Wealth Management
Georgia
$14.1M +$122K +1,125 +0.9%
HighTower Advisors
53
HighTower Advisors
Illinois
$13.2M -$5.98K -55 -0%
AAS
54
Avantax Advisory Services
Texas
$12.5M +$853K +7,844 +7%
PAG
55
Private Advisor Group
New Jersey
$11.8M -$371K -3,416 -3%
KFA
56
Kapstone Financial Advisors
Ohio
$11.4M +$210K +1,928 +2%
GSIS
57
Global Strategic Investment Solutions
Arizona
$11.2M +$64.8K +596 +0.6%
OPS
58
Orion Portfolio Solutions
Nebraska
$11M -$2.21M -20,331 -17%
BCI
59
Brinker Capital Investments
Pennsylvania
$11M -$2.21M -20,331 -17%
ASN
60
Advisory Services Network
Georgia
$11M +$877K +8,072 +9%
Kayne Anderson Rudnick Investment Management
61
Kayne Anderson Rudnick Investment Management
California
$10.5M -$577K -5,308 -5%
LF
62
Lantz Financial
Illinois
$10.5M +$463K +4,257 +5%
GL
63
Graypoint LLC
New York
$10.3M -$19.3K -178 -0.2%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$10.1M -$569K -5,235 -5%
Goldman Sachs
65
Goldman Sachs
New York
$10.1M -$394K -3,625 -4%
NAM
66
NTV Asset Management
West Virginia
$9.83M +$115K +1,061 +1%
HCP
67
Holt Capital Partners
Texas
$9.78M -$7.8M -71,744 -44%
BFA
68
Beaumont Financial Advisors
Massachusetts
$8.86M -$245K -2,256 -3%
FWP
69
FAS Wealth Partners
Kansas
$8.83M +$204K +1,881 +2%
WANY
70
Wealthspire Advisors (New York)
New York
$8.68M -$106K -977 -1%
AI
71
Atria Investments
North Carolina
$8.54M +$74K +681 +0.9%
RFC
72
Regions Financial Corp
Alabama
$8.22M +$15.3K +141 +0.2%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$8.15M +$59.5K +543 +0.7%
ST
74
Smithfield Trust
Pennsylvania
$8.14M -$89.1K -820 -1%
IA
75
IFP Advisors
Florida
$7.92M +$2.68M +24,642 +51%
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