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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
1
Envestnet Asset Management
Illinois
$410M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$128M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$56.4M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$56.4M
5
LPL Financial
5
LPL Financial
California
$263M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$382K
2
GWM
2
GDS Wealth Management
Texas
$625K
3
Bank of America
3
Bank of America
North Carolina
$538M
4
PWA
4
Phoenix Wealth Advisors
North Carolina
$263K
5
Truist Financial
5
Truist Financial
North Carolina
$70.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
151
Park Avenue Securities
New York
$3.12M +$1.98M +16,872 +176%
CFS
152
CRA Financial Services
New Jersey
$3.08M -$50.8K -432 -2%
BWP
153
Bernardo Wealth Planning
Pennsylvania
$3.06M -$37.3K -313 -1%
AWA
154
Arkadios Wealth Advisors
Georgia
$3.04M -$92.7K -788 -3%
FFG
155
Frisch Financial Group
New York
$3.02M -$395K -3,355 -12%
HNWAG
156
High Net Worth Advisory Group
Florida
$3M +$188K +1,595 +7%
MBFW
157
Morton Brown Family Wealth
Pennsylvania
$2.93M -$21.3K -181 -0.7%
MFA
158
Mayflower Financial Advisors
Massachusetts
$2.92M -$15.5K -132 -0.5%
KOMWMG
159
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.92M +$81.3K +691 +3%
AWM
160
AE Wealth Management
Kansas
$2.9M +$473K +4,018 +19%
JWM
161
Jackson Wealth Management
Florida
$2.9M +$1.2M +10,208 +71%
FA
162
FC Advisory
Pennsylvania
$2.9M +$2.24K +19 +0.1%
SXL
163
Summit X LLC
Missouri
$2.87M -$144K -1,326 -5%
EIP
164
Ellis Investment Partners
Pennsylvania
$2.82M -$22.5K -191 -0.8%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$2.8M +$111K +940 +4%
AOI
166
Auto-Owners Insurance
Michigan
$2.8M – – –
DADC
167
D.A. Davidson & Co
Montana
$2.78M -$470 -4 -0%
SWP
168
Stratos Wealth Partners
Ohio
$2.73M +$283K +2,406 +12%
WWA
169
WCG Wealth Advisors
Nevada
$2.72M -$42.6K -362 -2%
TC
170
TownSquare Capital
Utah
$2.6M -$428K -3,639 -14%
CCA
171
Cora Capital Advisors
New Jersey
$2.54M -$2.59K -22 -0.1%
KA
172
Klingman & Associates
New York
$2.5M +$1.06K +9 +0%
LA
173
Lane & Associates
New Jersey
$2.49M +$228K +1,939 +10%
AAP
174
Arax Advisory Partners
Colorado
$2.49M +$1.23M +10,467 +98%
EWA
175
EP Wealth Advisors
California
$2.45M +$1.02M +8,642 +71%
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