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

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$382K
2
GWM
GDS Wealth Management
Texas
$625K
3
Bank of America
Bank of America
North Carolina
$538M
4
PWA
Phoenix Wealth Advisors
North Carolina
$263K
5
Truist Financial
Truist Financial
North Carolina
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
726
Duncker Streett & Co
Missouri
$1.65K – – –
IHWM
727
Iron Horse Wealth Management
Iowa
$1.19K – – –
GCS
728
Gordian Capital (Singapore)
Singapore
$588 – – –
MFA
729
McClarren Financial Advisors
Pennsylvania
$202 +$70 +116 +53%
TRCT
730
Tower Research Capital (TRC)
New York
$118 +$118 +1 New
NC
731
NewSquare Capital
Pennsylvania
$13 -$12 – –
CMA
732
Cedar Mountain Advisors
Oregon
$2 -$2 – –
Jane Street
733
Jane Street
New York
– -$1.94M -17,814 Closed
Financial Engines Advisors
734
Financial Engines Advisors
California
– -$1.63M -15,001 Closed
Tudor Investment Corp
735
Tudor Investment Corp
Connecticut
– -$1.35M -12,434 Closed
VCM
736
Virtue Capital Management
Tennessee
– -$1.31M -11,816 Closed
HF
737
HRT Financial
New York
– -$921K -8,479 Closed
PP
738
Prudential plc
United Kingdom
– -$808K -7,429 Closed
OMC
739
Old Mission Capital
Illinois
– -$769K -7,070 Closed
PCA
740
Pallas Capital Advisors
Massachusetts
– -$661K -5,837 Closed
Fiera Capital (Canada)
741
Fiera Capital (Canada)
Quebec, Canada
– -$563K -5,180 Closed
ZF
742
Zega Financial
Florida
– -$553K -5,085 Closed
ACM
743
Advisors Capital Management
New Jersey
– -$460K -4,232 Closed
FLPIM
744
F.L. Putnam Investment Management
Massachusetts
– -$416K -3,825 Closed
GCIM
745
Gunn & Company Investment Management
Florida
– -$374K -3,443 Closed
D.E. Shaw & Co
746
D.E. Shaw & Co
New York
– -$349K -3,212 Closed
BJL
747
Brighton Jones LLC
Washington
– -$314K -2,886 Closed
Millennium Management
748
Millennium Management
New York
– -$312K -2,872 Closed
EA
749
Everpar Advisors
Oklahoma
– -$300K -2,764 Closed
MHI
750
Miller Howard Investments
New York
– -$298K -2,744 Closed
28 29
30
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