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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 %
GFA
76
Gallagher Fiduciary Advisors
Illinois
$7.74M +$101K +928 +1%
GT
77
Glenmede Trust
Pennsylvania
$7.59M -$471K -4,331 -6%
FP
78
Financial Perspectives
Minnesota
$7.44M -$3.04K -28 -0%
Lido Advisors
79
Lido Advisors
California
$6.9M +$1.22M +11,206 +21%
PWA
80
Phoenix Wealth Advisors
North Carolina
$6.7M +$252K +2,322 +4%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$6.55M -$81.6K -751 -1%
Franklin Resources
82
Franklin Resources
California
$6.47M +$41K +377 +0.6%
CL
83
COWA LLC
Oklahoma
$6.33M +$85.7K +788 +1%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$6.12M -$290K -2,665 -5%
LFAS
85
Level Four Advisory Services
Texas
$5.98M -$150K -1,380 -2%
SFG
86
Sowa Financial Group
Rhode Island
$5.94M -$2.08M -19,152 -26%
SPC
87
Sigma Planning Corp
Michigan
$5.63M +$135K +1,244 +2%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$5.57M +$5.57M +51,254 New
FA
89
Forefront Analytics
Pennsylvania
$5.28M +$202K +1,860 +4%
AO
90
Advisor OS
Illinois
$5.16M -$565K -5,195 -10%
CFG
91
Citizens Financial Group
Rhode Island
$5.12M +$5.12M +47,079 New
MA
92
MJP Associates
Connecticut
$5.05M -$591K -5,441 -10%
GRP
93
Global Retirement Partners
California
$5.04M +$443K +4,079 +10%
JCM
94
Janney Capital Management
Pennsylvania
$5.03M -$157K -1,446 -3%
FFG
95
Foundry Financial Group
New Hampshire
$5.02M -$3.76M -34,631 -43%
FAM
96
Formidable Asset Management
Ohio
$4.9M +$67.7K +623 +1%
GPW
97
Gray Private Wealth
Massachusetts
$4.75M +$301K +2,773 +7%
EPWM
98
Essex Private Wealth Management
Massachusetts
$4.71M +$648K +5,957 +16%
EFG
99
Embree Financial Group
Illinois
$4.69M -$235K -2,158 -5%
Cerity Partners
100
Cerity Partners
New York
$4.56M -$89K -819 -2%
2 3
4
5 6