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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
1
Wells Fargo
California
$234M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.9M
3
CA
3
CSM Advisors
Pennsylvania
$51.8M
4
LPL Financial
4
LPL Financial
California
$267M
5
Bank of America
5
Bank of America
North Carolina
$527M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$78.3M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
BCI
3
Brinker Capital Investments
Pennsylvania
$10.8M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$10.8M
5
CH
5
CVS Health
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
151
D.A. Davidson & Co
Montana
$2.93M +$277K +2,471 +10%
FFG
152
Frisch Financial Group
New York
$2.9M +$9.77K +87 +0.3%
HNWAG
153
High Net Worth Advisory Group
Florida
$2.89M +$29.3K +261 +1%
MFA
154
Mayflower Financial Advisors
Massachusetts
$2.79M +$4.49K +40 +0.2%
FA
155
FC Advisory
Pennsylvania
$2.75M -$17.8K -159 -0.6%
AOI
156
Auto-Owners Insurance
Michigan
$2.67M – – –
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$2.67M -$5.95K -53 -0.2%
MBFW
158
Morton Brown Family Wealth
Pennsylvania
$2.65M -$151K -1,343 -5%
NA
159
Nottingham Advisors
New York
$2.58M -$1.21M -10,752 -32%
GFG
160
Goldstone Financial Group
Illinois
$2.51M +$270K +2,407 +12%
TC
161
TownSquare Capital
Utah
$2.51M +$22.6K +201 +0.9%
WWA
162
WCG Wealth Advisors
Nevada
$2.51M -$90.6K -807 -3%
GA
163
GSG Advisors
New Jersey
$2.44M +$340K +3,028 +16%
ANTB
164
AMG National Trust Bank
Colorado
$2.44M +$501K +4,472 +26%
CCA
165
Cora Capital Advisors
New Jersey
$2.42M -$6.4K -57 -0.3%
Corient Private Wealth
166
Corient Private Wealth
Florida
$2.35M -$1.46M -26,775 -38%
IWC
167
Integrated Wealth Concepts
Massachusetts
$2.35M +$72.2K +643 +3%
KA
168
Klingman & Associates
New York
$2.34M -$55.2K -492 -2%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$2.32M +$2.32M +20,629 New
EIP
170
Ellis Investment Partners
Pennsylvania
$2.31M -$381K -3,397 -14%
SXL
171
Summit X LLC
Missouri
$2.31M -$655K -5,832 -22%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$2.29M +$2.69K +24 +0.1%
WMA
173
Wealth Management Associates
New Jersey
$2.27M +$48.5K +432 +2%
SI
174
Stephens Inc
Arkansas
$2.27M +$204K +1,818 +10%
BWP
175
Bernardo Wealth Planning
Pennsylvania
$2.26M -$584K -5,270 -21%
5 6
7
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