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iShares Core High Dividend ETF
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Overview Fund Activity

709 hedge funds and large institutions have $4.57B invested in iShares Core High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 238 increasing their positions, 278 reducing their positions, and 53 closing their positions.

Holders
709
Holders Change
-8
Holders Change %
-1.12%
% of All Funds
10.28%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
56
Increased
238
Reduced
278
Closed
53
Calls
$103M
Puts
$3.02M
Net Calls
+$100M
Net Calls Change
+$47.9M

Top Buyers

1
MYLI
1
Meiji Yasuda Life Insurance
Japan
$332M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$35.4M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$22.7M
4
DC
4
Davenport & Co
Virginia
$18.3M
5
LPL Financial
5
LPL Financial
California
$204M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$342M
2
Wells Fargo
2
Wells Fargo
California
$144M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$216K
4
M&T Bank
4
M&T Bank
New York
$78.5M
5
MSCM
5
McElhenny Sheffield Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
176
Stratos Wealth Partners
Ohio
$2.2M 19,925 -3,902 -16%
SRWM
177
Shira Ridge Wealth Management
California
$2.15M 19,527 -18,822 -49%
CAM
178
Cresset Asset Management
Illinois
$2.14M 19,448 +3,048 +19%
WMA
179
Wealth Management Associates
New Jersey
$2.13M 19,613 -362 -2%
AAG
180
Accordant Advisory Group
Maryland
$2.1M 19,032 +19,032 New
Luther King Capital Management (LKCM)
181
Luther King Capital Management (LKCM)
Texas
– – – –
CL
182
Choreo LLC
Illinois
$2.06M 18,733 -149 -0.8%
LNC
183
Lincoln National Corp
Pennsylvania
$2.05M 18,581 +281 +2%
HA
184
HFG Advisors
Ohio
$2.05M 18,564 +536 +3%
FTS
185
Fifth Third Securities
Ohio
$2.04M 18,532 -1,669 -8%
ES
186
Eagle Strategies
New York
$2.04M 18,498 +14,443 +356%
IAG
187
Investment Advisory Group
Massachusetts
$2.02M 18,353 +75 +0.4%
NFG
188
Nations Financial Group
Iowa
$1.99M 18,020 -551 -3%
SI
189
Stephens Inc
Arkansas
$1.97M 17,838 -4,377 -20%
MA
190
Mutual Advisors
Nebraska
$1.97M 17,831 -11,313 -39%
MSAM
191
Moloney Securities Asset Management
Missouri
$1.96M 17,765 +47 +0.3%
GA
192
GSG Advisors
New Jersey
$1.93M 17,585 +842 +5%
TCA
193
Transcend Capital Advisors
New Jersey
$1.92M 17,450 – –
APWA
194
Atlas Private Wealth Advisors
New Jersey
$1.92M 17,400 -9,190 -35%
RP
195
Raelipskie Partnership
Ontario, Canada
$1.9M 17,260 +290 +2%
Bessemer Group
196
Bessemer Group
New Jersey
$1.9M 17,229 – –
WWM
197
Western Wealth Management
Colorado
$1.89M 17,128 -132 -0.8%
SWA
198
SOA Wealth Advisors
New York
$1.87M 16,961 -452 -3%
OCBCO
199
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.85M 16,780 -1,826 -10%
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
$1.85M 16,764 -367 -2%
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