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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
LPL Financial
California
$214M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$61.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$17.1M
4
BWA
Beam Wealth Advisors
Louisiana
$21.2M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$17.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$133M
2
WAM
WNY Asset Management
New York
$227K
3
Truist Financial
Truist Financial
North Carolina
$70.7M
4
Wells Fargo
Wells Fargo
California
$129M
5
Osaic Holdings
Osaic Holdings
Arizona
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
201
Armstrong Advisory Group
Massachusetts
$1.65M +$489K +4,497 +42%
AFC
202
AFT Forsyth & Company
Florida
$1.65M +$30.4K +280 +2%
RFN
203
RDA Financial Network
Iowa
$1.64M +$7.61K +70 +0.5%
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$1.64M -$184K -1,692 -10%
Financial Engines Advisors
205
Financial Engines Advisors
California
$1.63M -$52.2K -480 -3%
AA
206
Ancora Advisors
Ohio
$1.62M -$128K -1,178 -7%
IF
207
Ironwood Financial
Arizona
$1.61M +$133K +1,226 +9%
JIP
208
Jaffetilchin Investment Partners
Florida
$1.59M +$10.8K +99 +0.7%
JWM
209
Jackson Wealth Management
Florida
$1.57M -$1.06M -9,742 -40%
CPA
210
Court Place Advisors
Maryland
$1.56M -$54.8K -504 -3%
PMG
211
ProVise Management Group
Florida
$1.55M -$79.7K -733 -5%
US Bancorp
212
US Bancorp
Minnesota
$1.52M -$11.7K -108 -0.8%
ATS
213
Ashton Thomas Securities
New York
$1.52M +$1.52M +14,100 New
SF
214
Synovus Financial
Georgia
$1.5M +$1.52K +14 +0.1%
PAMG
215
Patton Albertson Miller Group
Tennessee
$1.5M -$1.16M -10,698 -44%
EWM
216
Evercore Wealth Management
New York
$1.5M -$53.3K -490 -3%
RWP
217
Ridgecrest Wealth Partners
California
$1.5M -$24.8K -228 -2%
NCM
218
NCM Capital Management
New Jersey
$1.48M +$543 +5 +0%
JGIA
219
Jackson Grant Investment Advisers
Connecticut
$1.48M +$12.7K +117 +0.9%
PIMG
220
Patriot Investment Management Group
Tennessee
$1.47M +$4.89K +45 +0.3%
MAS
221
Madden Advisory Services
Florida
$1.47M +$37.8K +348 +3%
PRWA
222
Platte River Wealth Advisors
Colorado
$1.45M +$44.7K +411 +3%
KWM
223
Kingsview Wealth Management
Oregon
$1.44M +$483K +4,441 +50%
CWP
224
Concord Wealth Partners
Virginia
$1.42M -$117K -1,079 -8%
HIA
225
Harbor Investment Advisory
Maryland
$1.41M -$10.5K -97 -0.7%
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