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iShares Core High Dividend ETF
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Overview Fund Activity

764 hedge funds and large institutions have $4.86B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 240 increasing their positions, 265 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+36
Holders Change %
+4.95%
% of All Funds
10.17%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
108
Increased
240
Reduced
265
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$234M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.9M
3
CA
CSM Advisors
Pennsylvania
$51.8M
4
LPL Financial
LPL Financial
California
$267M
5
Bank of America
Bank of America
North Carolina
$527M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$78.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
BCI
Brinker Capital Investments
Pennsylvania
$10.8M
4
OPS
Orion Portfolio Solutions
Nebraska
$10.8M
5
CH
CVS Health
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NWWA
751
New Wave Wealth Advisors
Arkansas
$3.37K +$3.37K +30 New
BWM
752
Bernard Wealth Management
Michigan
$2.92K +$2.92K +26 New
KIM
753
Kestra Investment Management
Texas
$2.55K +$2.55K +23 New
GC
754
Gould Capital
Washington
$2.02K – – –
EBA
755
Eagle Bay Advisors
New York
$2.02K – – –
RMC
756
Resources Management Corp
Connecticut
$2K -$5K -50 -71%
MHIP
757
Mountain Hill Investment Partners
New Jersey
$1.78K +$1.78K +16 New
DSC
758
Duncker Streett & Co
Missouri
$1.57K – – –
NS
759
NBC Securities
Alabama
$1.53K -$860K -7,314 -100%
IHWM
760
Iron Horse Wealth Management
Iowa
$1.15K – – –
TRCT
761
Tower Research Capital (TRC)
New York
$786 +$674 +6 +600%
MCM
762
Mainstream Capital Management
California
$786 +$786 +7 New
HC
763
Hurley Capital
New York
$576 +$576 +5 New
NRG
764
Nemes Rush Group
Michigan
$561 +$561 +5 New
GCS
765
Gordian Capital (Singapore)
Singapore
$558 – – –
RWS
766
Retirement Wealth Solutions
Wisconsin
$56 +$56 +1 New
GM
767
GeoWealth Management
Illinois
$36 -$15.8K -134 Closed
NC
768
NewSquare Capital
Pennsylvania
$13 -$13 – –
CMA
769
Cedar Mountain Advisors
Oregon
$2 -$2 – –
CCMG
770
Clark Capital Management Group
Pennsylvania
– -$128M -1,088,717 Closed
CH
771
CVS Health
Rhode Island
– -$32.1M -273,110 Closed
Allianz Asset Management
772
Allianz Asset Management
Germany
– -$7.99M -67,900 Closed
Prudential Financial
773
Prudential Financial
New Jersey
– -$6.27M -53,340 Closed
SWM
774
SigFig Wealth Management
California
– -$5.01M -42,779 Closed
Nuveen Asset Management
775
Nuveen Asset Management
Illinois
– -$4.55M -38,650 Closed
29 30
31
32 33