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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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
California
$214M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$61.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$17.1M
4
BWA
Beam Wealth Advisors
Louisiana
$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$17.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$133M
2
WAM
WNY Asset Management
New York
$227K
3
Truist Financial
Truist Financial
North Carolina
$70.7M
4
Wells Fargo
Wells Fargo
California
$129M
5
Osaic Holdings
Osaic Holdings
Arizona
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
126
Keystone Financial Planning
Ohio
$3.48M -$6.81M -62,636 -66%
JFG
127
Jefferies Financial Group
New York
$3.47M +$17.3K +159 +0.5%
VFA
128
Valeo Financial Advisors
Indiana
$3.35M +$267K +14,710 +9%
CWM
129
Connecticut Wealth Management
Connecticut
$3.3M -$91.9K -845 -3%
Bank of New York Mellon
130
Bank of New York Mellon
New York
$3.29M +$376K +3,459 +13%
NA
131
Nottingham Advisors
New York
$3.27M +$295K +2,711 +10%
EH
132
Equitable Holdings
New York
$3.27M +$330K +3,036 +11%
CFG
133
Cooper Financial Group
California
$3.22M +$172K +1,582 +6%
SFWC
134
Strategic Family Wealth Counselors
New Jersey
$3.21M +$174K +1,598 +6%
AIM
135
Allen Investment Management
New York
$3.17M – – –
NFC
136
Northeast Financial Consultants
Connecticut
$3.12M – – –
SXL
137
Summit X LLC
Missouri
$3.01M +$51.8K +476 +2%
TFA
138
Teamwork Financial Advisors
Texas
$2.99M -$23.7K -218 -0.8%
JWCA
139
J.W. Cole Advisors
Florida
$2.96M -$115K -1,058 -4%
CFS
140
CRA Financial Services
New Jersey
$2.9M -$3.26K -30 -0.1%
AWA
141
Arkadios Wealth Advisors
Georgia
$2.9M +$362K +3,331 +14%
MBFW
142
Morton Brown Family Wealth
Pennsylvania
$2.84M -$257K -2,272 -8%
BWP
143
Bernardo Wealth Planning
Pennsylvania
$2.82M -$405K -3,723 -13%
FFG
144
Frisch Financial Group
New York
$2.82M +$283K +2,919 +11%
TC
145
TownSquare Capital
Utah
$2.8M +$2.25M +20,661 +405%
GGI
146
Godsey & Gibb Inc
Virginia
$2.78M +$405K +3,730 +17%
P
147
&Partners
Tennessee
$2.76M +$966K +8,884 +54%
IA
148
IFG Advisory
Georgia
$2.75M +$202K +1,862 +8%
MFA
149
Mayflower Financial Advisors
Massachusetts
$2.71M -$107K -985 -4%
FA
150
FC Advisory
Pennsylvania
$2.67M -$21.2K -195 -0.8%
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