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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
BCI
3
Brinker Capital Investments
Pennsylvania
$56.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$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 %
WANY
76
Wealthspire Advisors (New York)
New York
$9.59M 81,504 +1,697 +2%
BFA
77
Beaumont Financial Advisors
Massachusetts
$9.47M 80,534 -968 -1%
GB
78
Gunma Bank
Japan
$9.29M 79,000 +79,000 New
Federated Hermes
79
Federated Hermes
Pennsylvania
$8.97M 76,244 +63,992 +522%
AI
80
Atria Investments
North Carolina
$8.85M 75,222 -3,383 -4%
RFC
81
Regions Financial Corp
Alabama
$8.81M 74,925 -695 -0.9%
ST
82
Smithfield Trust
Pennsylvania
$8.78M 74,698 -145 -0.2%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$8.71M 74,353 -10 -0%
GT
84
Glenmede Trust
Pennsylvania
$8.6M 73,084 +3,259 +5%
Corient Private Wealth
85
Corient Private Wealth
Florida
$8.22M 69,880 +49,238 +239%
CFG
86
Citizens Financial Group
Rhode Island
$8.21M 69,810 +22,731 +48%
FP
87
Financial Perspectives
Minnesota
$8.11M 68,912 +465 +0.7%
Allianz Asset Management
88
Allianz Asset Management
Germany
$7.99M 67,900 +67,900 New
GFA
89
Gallagher Fiduciary Advisors
Illinois
$7.81M 66,369 -4,829 -7%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$7.78M 66,144 +5,855 +10%
Franklin Resources
91
Franklin Resources
California
$7.29M 61,085 +1,576 +3%
Lido Advisors
92
Lido Advisors
California
$7.12M 60,521 -2,945 -5%
SPC
93
Sigma Planning Corp
Michigan
$6.87M 58,371 +6,568 +13%
LFAS
94
Level Four Advisory Services
Texas
$6.4M 54,335 -651 -1%
Prudential Financial
95
Prudential Financial
New Jersey
$6.27M 53,340 +40,372 +311%
CL
96
COWA LLC
Oklahoma
$6.2M 52,673 -5,524 -9%
SFG
97
Sowa Financial Group
Rhode Island
$5.92M 50,335 -4,349 -8%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$5.75M 48,904 -7,413 -13%
AO
99
Advisor OS
Illinois
$5.74M 48,837 +1,351 +3%
MA
100
MJP Associates
Connecticut
$5.65M 48,014 +1,597 +3%
2 3
4
5 6