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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$78.3M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$10.8M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$10.8M
5
CH
5
CVS Health
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$8.3M +$1.51M +13,430 +22%
RFC
77
Regions Financial Corp
Alabama
$8.26M -$152K -1,351 -2%
IA
78
IFP Advisors
Florida
$8.25M -$1.61M -14,386 -16%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$8.01M +$580K +5,167 +8%
FP
80
Financial Perspectives
Minnesota
$7.88M +$143K +1,271 +2%
ST
81
Smithfield Trust
Pennsylvania
$7.77M -$612K -5,452 -7%
CFG
82
Citizens Financial Group
Rhode Island
$7.25M -$587K -5,233 -7%
QC
83
Quadrature Capital
United Kingdom
$6.98M +$6.98M +62,174 New
SPC
84
Sigma Planning Corp
Michigan
$6.62M +$70.8K +631 +1%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$6.46M +$970K +8,639 +18%
Cerity Partners
86
Cerity Partners
New York
$6.28M +$1.35M +11,962 +27%
LFAS
87
Level Four Advisory Services
Texas
$6.25M +$146K +1,302 +2%
CL
88
COWA LLC
Oklahoma
$6.03M +$115K +1,025 +2%
SA
89
Sanctuary Advisors
Indiana
$6.01M +$754K +6,515 +14%
GRP
90
Global Retirement Partners
California
$5.85M +$576K +5,133 +11%
AO
91
Advisor OS
Illinois
$5.75M +$268K +2,391 +5%
ONB
92
Old National Bancorp
Indiana
$5.71M +$1.89M +16,808 +49%
MA
93
MJP Associates
Connecticut
$5.65M +$265K +2,358 +5%
BWA
94
Beam Wealth Advisors
Louisiana
$5.6M -$16.6M -147,875 -75%
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$5.54M +$5.43M +48,369 +4,971%
FFG
96
Foundry Financial Group
New Hampshire
$5.14M +$132K +1,176 +3%
GPW
97
Gray Private Wealth
Massachusetts
$5.12M +$95.6K +852 +2%
MWM
98
Maltin Wealth Management
New Jersey
$5.12M +$213K +1,896 +4%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$4.93M -$3.42M -30,429 -41%
JCM
100
Janney Capital Management
Pennsylvania
$4.86M -$228K -2,034 -4%
2 3
4
5 6