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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 %
Luther King Capital Management (LKCM)
176
Luther King Capital Management (LKCM)
Texas
$1.98M -$2.09M – –
PWA
177
Provenance Wealth Advisors
Florida
$1.96M -$424K -3,900 -18%
SI
178
Stephens Inc
Arkansas
$1.96M +$22.2K +204 +1%
GA
179
GSG Advisors
New Jersey
$1.95M +$44.8K +413 +2%
NFG
180
Nations Financial Group
Iowa
$1.95M -$9.89K -91 -0.5%
Jane Street
181
Jane Street
New York
$1.94M +$419K +3,852 +28%
TCA
182
Transcend Capital Advisors
New Jersey
$1.9M – – –
MA
183
Mutual Advisors
Nebraska
$1.89M -$138K -1,213 -7%
RP
184
Raelipskie Partnership
Ontario, Canada
$1.88M +$2.17K +20 +0.1%
HA
185
HFG Advisors
Ohio
$1.88M -$142K -1,309 -7%
MSAM
186
Moloney Securities Asset Management
Missouri
$1.87M -$58.7K -540 -3%
WWM
187
Western Wealth Management
Colorado
$1.85M -$16.4K -151 -0.9%
Bessemer Group
188
Bessemer Group
New Jersey
$1.83M -$40.9K -376 -2%
OCBCO
189
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.82M – – –
SRWM
190
Shira Ridge Wealth Management
California
$1.82M -$301K -2,773 -14%
FTS
191
Fifth Third Securities
Ohio
$1.8M -$212K -1,954 -11%
CCWA
192
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.79M – – –
WC
193
Woodstock Corp
Massachusetts
$1.76M – – –
GIA
194
Gladstone Institutional Advisory
Florida
$1.76M +$63.4K +583 +4%
OBWG
195
Onyx Bridge Wealth Group
New York
$1.76M +$9.35K +86 +0.5%
UCFA
196
United Capital Financial Advisors
Texas
$1.7M -$84.8K -780 -5%
Natixis Advisors
197
Natixis Advisors
Massachusetts
$1.7M -$54.1K -498 -3%
SWA
198
SOA Wealth Advisors
New York
$1.7M -$146K -1,346 -8%
RCAG
199
Rehmann Capital Advisory Group
Michigan
$1.69M +$367K +3,378 +28%
WCFA
200
Walkner Condon Financial Advisors
Wisconsin
$1.68M -$18.8K -173 -1%
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