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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
BCI
3
Brinker Capital Investments
Pennsylvania
$56.4M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$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 %
OCBCO
201
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.97M – – –
AAG
202
Armstrong Advisory Group
Massachusetts
$1.97M +$183K +1,559 +10%
HA
203
HFG Advisors
Ohio
$1.97M -$63.9K -543 -3%
WWM
204
Western Wealth Management
Colorado
$1.96M -$33.4K -284 -2%
Luther King Capital Management (LKCM)
205
Luther King Capital Management (LKCM)
Texas
$1.96M -$1.98M – –
MSAM
206
Moloney Securities Asset Management
Missouri
$1.96M -$63.5K -540 -3%
TFA
207
Teamwork Financial Advisors
Texas
$1.94M -$1.29M -10,983 -40%
US Bancorp
208
US Bancorp
Minnesota
$1.94M +$286K +2,434 +17%
FTS
209
Fifth Third Securities
Ohio
$1.93M -$20.8K -177 -1%
Bessemer Group
210
Bessemer Group
New Jersey
$1.93M -$57.6K -490 -3%
OBWG
211
Onyx Bridge Wealth Group
New York
$1.92M +$17.1K +145 +0.9%
GIA
212
Gladstone Institutional Advisory
Florida
$1.92M +$15.1K +128 +0.8%
RIA
213
Regal Investment Advisors
Michigan
$1.9M -$639K -5,435 -25%
WC
214
Woodstock Corp
Massachusetts
$1.9M – – –
RCAG
215
Rehmann Capital Advisory Group
Michigan
$1.82M -$1.53K -13 -0.1%
IF
216
Ironwood Financial
Arizona
$1.82M +$74.7K +635 +4%
WCFA
217
Walkner Condon Financial Advisors
Wisconsin
$1.8M -$14.7K -125 -0.8%
ATS
218
Ashton Thomas Securities
New York
$1.8M +$138K +1,170 +8%
UCFA
219
United Capital Financial Advisors
Texas
$1.8M -$48.3K -411 -3%
SWA
220
SOA Wealth Advisors
New York
$1.79M -$42.3K -360 -2%
JIP
221
Jaffetilchin Investment Partners
Florida
$1.79M +$64.9K +552 +4%
AA
222
Ancora Advisors
Ohio
$1.78M +$19.1K +162 +1%
RFN
223
RDA Financial Network
Iowa
$1.77M -$12.9K -110 -0.7%
KWA
224
Kingswood Wealth Advisors
California
$1.76M +$1.27M +10,758 +256%
AFC
225
AFT Forsyth & Company
Florida
$1.75M -$32.7K -278 -2%
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