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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
1
LPL Financial
California
$214M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$61.2M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$17.1M
4
BWA
4
Beam Wealth Advisors
Louisiana
$21.2M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$17.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$133M
2
WAM
2
WNY Asset Management
New York
$227K
3
Truist Financial
3
Truist Financial
North Carolina
$70.7M
4
Wells Fargo
4
Wells Fargo
California
$129M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
151
Ellis Investment Partners
Pennsylvania
$2.62M +$333K +3,063 +15%
KOMWMG
152
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.62M -$247K -2,271 -9%
HNWAG
153
High Net Worth Advisory Group
Florida
$2.6M +$305K +2,810 +13%
PS
154
Principal Securities
Iowa
$2.59M +$146K +1,347 +6%
IWC
155
Integrated Wealth Concepts
Massachusetts
$2.59M +$104K +961 +4%
AOI
156
Auto-Owners Insurance
Michigan
$2.59M – – –
DADC
157
D.A. Davidson & Co
Montana
$2.57M +$108K +994 +4%
WWA
158
WCG Wealth Advisors
Nevada
$2.55M -$28K -258 -1%
SFS
159
Sowell Financial Services
Arkansas
$2.5M -$86K -791 -3%
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$2.48M -$67.1K -620 -3%
AF
161
Allworth Financial
California
$2.41M -$257K -2,283 -10%
RIA
162
Regal Investment Advisors
Michigan
$2.35M -$88.3K -812 -4%
CCA
163
Cora Capital Advisors
New Jersey
$2.35M +$18K +166 +0.8%
KA
164
Klingman & Associates
New York
$2.31M -$4.67K -43 -0.2%
SWP
165
Stratos Wealth Partners
Ohio
$2.26M +$97.8K +900 +5%
AWM
166
AE Wealth Management
Kansas
$2.25M -$1.02M -9,359 -31%
Corient Private Wealth
167
Corient Private Wealth
Florida
$2.24M -$2.39K -22 -0.1%
TCM
168
TruNorth Capital Management
Michigan
$2.23M – – –
Baird Financial Group
169
Baird Financial Group
Wisconsin
$2.21M -$761K -6,998 -26%
GFG
170
Goldstone Financial Group
Illinois
$2.17M +$609K +5,601 +39%
WMA
171
Wealth Management Associates
New Jersey
$2.13M – – –
LA
172
Lane & Associates
New Jersey
$2.09M -$358K -3,296 -15%
CL
173
Choreo LLC
Illinois
$2.04M +$6.51K +60 +0.3%
CAM
174
Cresset Asset Management
Illinois
$2.03M -$86.5K -796 -4%
IAG
175
Investment Advisory Group
Massachusetts
$1.99M -$4.46K -41 -0.2%
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