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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
Wells Fargo
California
$234M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.9M
3
CA
CSM Advisors
Pennsylvania
$51.8M
4
LPL Financial
LPL Financial
California
$267M
5
Bank of America
Bank of America
North Carolina
$527M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$78.3M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
BCI
Brinker Capital Investments
Pennsylvania
$10.8M
4
OPS
Orion Portfolio Solutions
Nebraska
$10.8M
5
CH
CVS Health
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
126
Keystone Financial Planning
Ohio
$3.56M -$34.8K -310 -1%
VFA
127
Valeo Financial Advisors
Indiana
$3.51M -$1.31K -69 -0%
BSSFA
128
Baron Silver Stevens Financial Advisors
Florida
$3.46M +$70.9K +632 +2%
GCA
129
Gallagher Capital Advisors
Texas
$3.45M +$3.45M +30,724 New
EH
130
Equitable Holdings
New York
$3.4M -$26.3K -234 -0.8%
CWM
131
Connecticut Wealth Management
Connecticut
$3.37M -$32.1K -286 -0.9%
ISWM
132
Independent Solutions Wealth Management
New York
$3.32M -$476K -4,244 -13%
JCM
133
J2 Capital Management
Michigan
$3.3M +$3.3M +29,415 New
IA
134
IFG Advisory
Georgia
$3.29M +$282K +2,509 +9%
AIM
135
Allen Investment Management
New York
$3.28M – – –
AWA
136
Arkadios Wealth Advisors
Georgia
$3.23M +$323K +2,878 +11%
NFC
137
Northeast Financial Consultants
Connecticut
$3.22M +$3.26K +29 +0.1%
SFG
138
Sowa Financial Group
Rhode Island
$3.19M -$2.46M -21,882 -43%
PS
139
Principal Securities
Iowa
$3.18M -$18.4M -163,927 -85%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$3.17M -$225K -2,003 -7%
WIA
141
World Investment Advisors
California
$3.16M -$208K -1,856 -6%
KOMWMG
142
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.13M +$341K +3,039 +12%
CFG
143
Cooper Financial Group
California
$3.11M -$9.65K -86 -0.3%
JWCA
144
J.W. Cole Advisors
Florida
$3.07M -$8.87K -79 -0.3%
P
145
&Partners
Tennessee
$3.06M -$96.6K -856 -3%
GGI
146
Godsey & Gibb Inc
Virginia
$3.05M +$63.9K +569 +2%
FAM
147
Formidable Asset Management
Ohio
$3M -$739K -6,587 -20%
NA
148
NewEdge Advisors
Louisiana
$2.98M -$384K -3,419 -11%
JWM
149
Jackson Wealth Management
Florida
$2.94M +$171K +1,524 +6%
CFS
150
CRA Financial Services
New Jersey
$2.93M -$11.7K -104 -0.4%
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