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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.

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
1
Envestnet Asset Management
Illinois
$410M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$128M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$56.4M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$56.4M
5
LPL Financial
5
LPL Financial
California
$263M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$382K
2
GWM
2
GDS Wealth Management
Texas
$625K
3
Bank of America
3
Bank of America
North Carolina
$538M
4
PWA
4
Phoenix Wealth Advisors
North Carolina
$263K
5
Truist Financial
5
Truist Financial
North Carolina
$70.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$18.1M 153,656 -646 -0.4%
HCP
52
Holt Capital Partners
Texas
$18M 153,385 +63,426 +71%
KBFS
53
Kohmann Bosshard Financial Services
Ohio
$18M 153,322 +3,231 +2%
HighTower Advisors
54
HighTower Advisors
Illinois
$18M 152,581 +31,677 +26%
KAS
55
Kestra Advisory Services
Texas
$17.9M 152,311 -6,011 -4%
HWM
56
HB Wealth Management
Georgia
$17.8M 151,660 +21,882 +17%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$16.1M 136,898 -3,099 -2%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$15.9M 135,130 -7,856 -5%
SM
59
Sweeney & Michel
California
$15.9M 133,052 -4,036 -3%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$14.8M 214,364 +206,955 +2,793%
AAS
61
Avantax Advisory Services
Texas
$13.6M 115,742 +287 +0.2%
PAG
62
Private Advisor Group
New Jersey
$13.5M 114,629 +5,919 +5%
KFA
63
Kapstone Financial Advisors
Ohio
$12.3M 104,883 -234 -0.2%
GSIS
64
Global Strategic Investment Solutions
Arizona
$12.2M 103,611 +729 +0.7%
LF
65
Lantz Financial
Illinois
$11.5M 98,110 +1,731 +2%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$11.5M 97,357 +46,103 +90%
Goldman Sachs
67
Goldman Sachs
New York
$11.3M 96,052 +3,150 +3%
GL
68
Graypoint LLC
New York
$11.1M 94,053 -1,050 -1%
ASN
69
Advisory Services Network
Georgia
$11M 101,020 – –
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$10.8M 91,631 -1,331 -1%
Kayne Anderson Rudnick Investment Management
71
Kayne Anderson Rudnick Investment Management
California
$10.7M 90,643 -6,212 -6%
NAM
72
NTV Asset Management
West Virginia
$10.6M 90,034 -382 -0.4%
IA
73
IFP Advisors
Florida
$10.3M 87,906 +15,049 +21%
FWP
74
FAS Wealth Partners
Kansas
$9.64M 81,985 +729 +0.9%
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$9.64M 81,970 +66,898 +444%
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