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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 %
GRP
101
Global Retirement Partners
California
$5.53M 46,999 +648 +1%
SA
102
Sanctuary Advisors
Indiana
$5.48M 45,366 +3,718 +9%
FA
103
Forefront Analytics
Pennsylvania
$5.37M 45,615 -2,943 -6%
JCM
104
Janney Capital Management
Pennsylvania
$5.33M 45,329 -919 -2%
EPWM
105
Essex Private Wealth Management
Massachusetts
$5.27M 44,780 +1,474 +3%
GPW
106
Gray Private Wealth
Massachusetts
$5.26M 44,760 +1,082 +2%
FFG
107
Foundry Financial Group
New Hampshire
$5.25M 44,655 -1,563 -3%
Cerity Partners
108
Cerity Partners
New York
$5.16M 43,834 +1,857 +4%
MWM
109
Maltin Wealth Management
New Jersey
$5.14M 43,699 +2,624 +6%
SWM
110
SigFig Wealth Management
California
$5.01M 42,779 +42,779 New
SWP
111
Summit Wealth Partners
Florida
$4.88M 41,501 +55 +0.1%
EFG
112
Embree Financial Group
Illinois
$4.87M 41,387 -1,722 -4%
CIBC World Market
113
CIBC World Market
Ontario, Canada
$4.85M 41,228 +787 +2%
HFRG
114
Houlihan Financial Resource Group
Virginia
$4.74M 40,281 +35 +0.1%
Nuveen Asset Management
115
Nuveen Asset Management
Illinois
$4.55M 38,650 +38,650 New
SS
116
Sunbelt Securities
Texas
$4.55M 38,646 +5,536 +17%
William Blair & Company
117
William Blair & Company
Illinois
$4.53M 38,551 -1,073 -3%
FF
118
Farrow Financial
Vermont
$4.51M 38,337 +74 +0.2%
BOPW
119
Brandywine Oak Private Wealth
Pennsylvania
$4.44M 37,756 -190 -0.5%
CCG
120
Chatham Capital Group
Georgia
$4.39M 37,363 -50 -0.1%
SFWC
121
Strategic Family Wealth Counselors
New Jersey
$4.36M 37,042 +7,514 +25%
SDAM
122
Shulman DeMeo Asset Management
New York
$4.21M 35,788 -79 -0.2%
CAL
123
Capital Advisors Ltd
Ohio
$4.17M 35,440 -777 -2%
IWM
124
IHT Wealth Management
Illinois
$4.11M 34,948 -248 -0.7%
APWA
125
Atlas Private Wealth Advisors
New Jersey
$4.06M 34,478 -2,022 -6%
3 4
5
6 7