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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 %
SFS
176
Sowell Financial Services
Arkansas
$2.45M -$257K -2,188 -10%
Baird Financial Group
177
Baird Financial Group
Wisconsin
$2.39M -$235 -2 -0%
IWC
178
Integrated Wealth Concepts
Massachusetts
$2.38M -$419K -3,564 -15%
SC
179
Scotia Capital
Ontario, Canada
$2.35M -$2.45M -20,856 -51%
GFG
180
Goldstone Financial Group
Illinois
$2.35M -$2.94K -25 -0.1%
WMA
181
Wealth Management Associates
New Jersey
$2.33M +$23.1K +196 +1%
NG
182
Norden Group
Utah
$2.31M +$2.31M +19,664 New
WTC
183
WhitTier Trust Company
Nevada
$2.29M +$1.26M +10,678 +121%
CL
184
Choreo LLC
Illinois
$2.22M -$4.02K -34 -0.2%
GA
185
GSG Advisors
New Jersey
$2.21M +$86K +728 +4%
AF
186
Allworth Financial
California
$2.21M -$306K -2,598 -12%
NFG
187
Nations Financial Group
Iowa
$2.19M +$83.8K +712 +4%
TCM
188
TruNorth Capital Management
Michigan
$2.17M -$234K -1,992 -10%
SI
189
Stephens Inc
Arkansas
$2.16M +$37.8K +321 +2%
CAM
190
Cresset Asset Management
Illinois
$2.15M -$48.3K -411 -2%
IAG
191
Investment Advisory Group
Massachusetts
$2.14M -$13.5K -115 -0.6%
PWA
192
Provenance Wealth Advisors
Florida
$2.12M – – –
BRWA
193
B. Riley Wealth Advisors
Florida
$2.12M +$927K +7,870 +78%
AWM
194
Axxcess Wealth Management
California
$2.1M +$1.12M +9,540 +114%
RP
195
Raelipskie Partnership
Ontario, Canada
$2.06M +$26.5K +225 +1%
TCA
196
Transcend Capital Advisors
New Jersey
$2.05M – – –
ANTB
197
AMG National Trust Bank
Colorado
$2.03M -$1.87M -15,885 -48%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$2.02M +$177K +1,502 +10%
CCWA
199
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2M +$63.6K +541 +3%
MA
200
Mutual Advisors
Nebraska
$1.98M +$5.69K +48 +0.3%
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