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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$504M 4,639,160 -100,523 -2%
Morgan Stanley
2
Morgan Stanley
New York
$335M 3,077,913 -23,284 -0.8%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$327M 3,008,172 – –
LPL Financial
4
LPL Financial
California
$214M 1,967,035 +112,780 +6%
UBS Group
5
UBS Group
Switzerland
$164M 1,504,551 -49,824 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$133M 1,227,008 -164,076 -12%
Wells Fargo
7
Wells Fargo
California
$129M 1,184,359 -123,941 -9%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$122M 1,120,402 -102,491 -8%
SAM
9
Securian Asset Management
Minnesota
$97.1M 893,702 -21,500 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$85.7M 788,692 -4,809 -0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$78M 717,838 -25,968 -3%
M&T Bank
12
M&T Bank
New York
$77.7M 714,423 +1,998 +0.3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$72.2M 663,953 +16,702 +3%
Truist Financial
14
Truist Financial
North Carolina
$70.7M 650,017 -150,078 -19%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$61.2M 563,410 +94,152 +20%
BlackRock
16
BlackRock
New York
$60.5M 556,290 +29,062 +6%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$58.9M 541,431 +11,681 +2%
LIA
18
LBMC Investment Advisors
Tennessee
$50.5M 464,924 -14,465 -3%
Ameriprise
19
Ameriprise
Minnesota
$47.9M 439,940 -50,172 -10%
TA
20
Townsend & Associates
Colorado
$41.7M 365,483 +2,963 +0.8%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$35M 322,441 +1,253 +0.4%
Mariner
22
Mariner
Kansas
$34.4M 316,433 +16,598 +6%
MML Investors Services
23
MML Investors Services
Massachusetts
$32.8M 301,321 +5,685 +2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$30.5M 280,256 -6,905 -2%
CH
25
CVS Health
Rhode Island
$29.7M 273,110 – –
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