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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$410M
2
CCMG
Clark Capital Management Group
Pennsylvania
$128M
3
BCI
Brinker Capital Investments
Pennsylvania
$56.4M
4
OPS
Orion Portfolio Solutions
Nebraska
$56.4M
5
LPL Financial
LPL Financial
California
$263M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$382K
2
GWM
GDS Wealth Management
Texas
$625K
3
Bank of America
Bank of America
North Carolina
$538M
4
PWA
Phoenix Wealth Advisors
North Carolina
$263K
5
Truist Financial
Truist Financial
North Carolina
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
126
Old National Bancorp
Indiana
$4.01M -$25.4K -216 -0.6%
ISWM
127
Independent Solutions Wealth Management
New York
$3.98M -$106K -901 -3%
NA
128
Nottingham Advisors
New York
$3.97M +$426K +3,623 +12%
FAM
129
Formidable Asset Management
Ohio
$3.91M -$1.39M -11,790 -26%
WFM
130
Wolff Financial Management
Michigan
$3.89M -$23.3K -198 -0.6%
CFA
131
Cahill Financial Advisors
Minnesota
$3.89M -$10.9K -93 -0.3%
CWA
132
Centennial Wealth Advisory
Michigan
$3.83M +$3.83M +32,602 New
AFTS
133
American Financial & Tax Strategies
New York
$3.82M -$138K -1,171 -3%
BHBT
134
Burke & Herbert Bank & Trust
Virginia
$3.81M -$53.9K -458 -1%
KFP
135
Keystone Financial Planning
Ohio
$3.77M +$2.12K +18 +0.1%
JFG
136
Jefferies Financial Group
New York
$3.75M -$1.53K -13 -0%
VFA
137
Valeo Financial Advisors
Indiana
$3.68M +$10.3K +516 +0.3%
EH
138
Equitable Holdings
New York
$3.59M +$47.5K +404 +1%
CWM
139
Connecticut Wealth Management
Connecticut
$3.57M – – –
Bank of New York Mellon
140
Bank of New York Mellon
New York
$3.55M -$11.2K -95 -0.3%
BSSFA
141
Baron Silver Stevens Financial Advisors
Florida
$3.55M -$278K -2,365 -7%
WIA
142
World Investment Advisors
California
$3.53M +$3.53M +30,049 New
NA
143
NewEdge Advisors
Louisiana
$3.53M -$348K -2,955 -9%
AIM
144
Allen Investment Management
New York
$3.43M – – –
NFC
145
Northeast Financial Consultants
Connecticut
$3.38M – – –
CFG
146
Cooper Financial Group
California
$3.27M -$218K -1,851 -6%
JWCA
147
J.W. Cole Advisors
Florida
$3.22M +$17.2K +146 +0.5%
P
148
&Partners
Tennessee
$3.21M +$297K +2,585 +10%
IA
149
IFG Advisory
Georgia
$3.15M +$176K +1,493 +6%
GGI
150
Godsey & Gibb Inc
Virginia
$3.12M +$118K +1,006 +4%
4 5
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