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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 %
SGCA
101
Steel Grove Capital Advisors
Tennessee
$4.76M +$4.53M +40,349 +1,983%
CIBC World Market
102
CIBC World Market
Ontario, Canada
$4.73M +$106K +944 +2%
SWP
103
Summit Wealth Partners
Florida
$4.63M -$24.9K -222 -0.5%
EFG
104
Embree Financial Group
Illinois
$4.58M -$66K -588 -1%
HFRG
105
Houlihan Financial Resource Group
Virginia
$4.48M -$42.8K -381 -0.9%
William Blair & Company
106
William Blair & Company
Illinois
$4.34M +$15.5K +138 +0.4%
SS
107
Sunbelt Securities
Texas
$4.34M +$27.3K +245 +0.6%
Tudor Investment Corp
108
Tudor Investment Corp
Connecticut
$4.34M +$4.34M +38,661 New
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$4.28M -$6.65M -59,224 -61%
FF
110
Farrow Financial
Vermont
$4.27M -$5.14K -46 -0.1%
RCM
111
Riggs Capital Management
Utah
$4.26M +$4.26M +37,974 New
BOPW
112
Brandywine Oak Private Wealth
Pennsylvania
$4.25M +$7.07K +63 +0.2%
SG
113
StoneX Group
New York
$4.2M +$4.2M +37,427 New
CCG
114
Chatham Capital Group
Georgia
$4.16M -$32K -285 -0.8%
APWA
115
Atlas Private Wealth Advisors
New Jersey
$4.06M +$192K +1,712 +5%
IWM
116
IHT Wealth Management
Illinois
$4.05M +$129K +1,150 +3%
CAL
117
Capital Advisors Ltd
Ohio
$3.97M -$13K -116 -0.3%
FA
118
Forefront Analytics
Pennsylvania
$3.87M -$1.25M -11,177 -25%
SFWC
119
Strategic Family Wealth Counselors
New Jersey
$3.86M -$302K -2,687 -7%
SDAM
120
Shulman DeMeo Asset Management
New York
$3.85M -$163K -1,453 -4%
JFG
121
Jefferies Financial Group
New York
$3.82M +$237K +2,110 +7%
WFM
122
Wolff Financial Management
Michigan
$3.72M +$3.03K +27 +0.1%
CFA
123
Cahill Financial Advisors
Minnesota
$3.71M -$5.95K -53 -0.2%
AFTS
124
American Financial & Tax Strategies
New York
$3.68M +$31.9K +284 +0.9%
BHBT
125
Burke & Herbert Bank & Trust
Virginia
$3.64M -$337 -3 -0%
3 4
5
6 7