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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.

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 %
SA
101
Sanctuary Advisors
Indiana
$4.52M +$4.52M +41,648 New
SWP
102
Summit Wealth Partners
Florida
$4.51M -$64.4K -592 -1%
MWM
103
Maltin Wealth Management
New Jersey
$4.46M +$295K +2,715 +7%
SC
104
Scotia Capital
Ontario, Canada
$4.44M +$245K +2,257 +6%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$4.4M -$52K -478 -1%
HFRG
106
Houlihan Financial Resource Group
Virginia
$4.38M -$47.8K -440 -1%
William Blair & Company
107
William Blair & Company
Illinois
$4.31M -$137K -1,259 -3%
FF
108
Farrow Financial
Vermont
$4.16M +$4.16M +38,263 New
BOPW
109
Brandywine Oak Private Wealth
Pennsylvania
$4.12M -$9.13K -84 -0.2%
CCG
110
Chatham Capital Group
Georgia
$4.07M +$27.2K +250 +0.7%
APWA
111
Atlas Private Wealth Advisors
New Jersey
$3.97M +$2.08M +19,100 +110%
CAL
112
Capital Advisors Ltd
Ohio
$3.94M +$230K +2,119 +6%
SDAM
113
Shulman DeMeo Asset Management
New York
$3.9M -$39.3K -362 -1%
FTUS
114
Flow Traders U.S.
New York
$3.86M +$3.43M +31,571 +795%
IWM
115
IHT Wealth Management
Illinois
$3.83M +$220K +2,025 +6%
ISWM
116
Independent Solutions Wealth Management
New York
$3.78M +$43.7K +402 +1%
ONB
117
Old National Bancorp
Indiana
$3.73M -$164K -1,512 -4%
AFTS
118
American Financial & Tax Strategies
New York
$3.66M +$7.61K +70 +0.2%
WFM
119
Wolff Financial Management
Michigan
$3.62M -$64.9K -597 -2%
CFA
120
Cahill Financial Advisors
Minnesota
$3.61M +$69.4K +638 +2%
ANTB
121
AMG National Trust Bank
Colorado
$3.6M +$1.87M +17,214 +108%
SS
122
Sunbelt Securities
Texas
$3.6M +$213K +1,962 +6%
NA
123
NewEdge Advisors
Louisiana
$3.58M -$5.59M -51,424 -61%
BHBT
124
Burke & Herbert Bank & Trust
Virginia
$3.57M +$3.57M +32,873 New
BSSFA
125
Baron Silver Stevens Financial Advisors
Florida
$3.54M -$15.7K -144 -0.4%
3 4
5
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