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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$538M 4,578,015 -61,145 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$410M 3,487,985 +2,770,147 +386%
Morgan Stanley
3
Morgan Stanley
New York
$369M 3,134,401 +56,488 +2%
MYLI
4
Meiji Yasuda Life Insurance
Japan
$354M 3,008,172 – –
LPL Financial
5
LPL Financial
California
$263M 2,236,027 +268,992 +14%
UBS Group
6
UBS Group
Switzerland
$178M 1,512,024 +7,473 +0.5%
Wells Fargo
7
Wells Fargo
California
$140M 1,192,419 +8,060 +0.7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$140M 1,190,840 -36,168 -3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$130M 1,109,383 -11,019 -1%
CCMG
10
Clark Capital Management Group
Pennsylvania
$128M 1,088,717 +1,088,717 New
SAM
11
Securian Asset Management
Minnesota
$101M 857,702 -36,000 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$93.6M 795,914 +7,222 +0.9%
M&T Bank
13
M&T Bank
New York
$85.3M 725,191 +10,768 +2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$80.1M 680,602 +16,649 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$71.7M 609,860 +46,450 +8%
Truist Financial
16
Truist Financial
North Carolina
$70.1M 595,725 -54,292 -8%
BlackRock
17
BlackRock
New York
$66.1M 561,670 +5,380 +1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$64.7M 550,464 +9,033 +2%
Ameriprise
19
Ameriprise
Minnesota
$58.9M 500,290 +60,350 +14%
BCI
20
Brinker Capital Investments
Pennsylvania
$56.4M 479,666 +378,179 +373%
OPS
21
Orion Portfolio Solutions
Nebraska
$56.4M 479,666 +378,179 +373%
LIA
22
LBMC Investment Advisors
Tennessee
$54.7M 464,993 +69 +0%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$53.2M 451,913 +129,472 +40%
Osaic Holdings
24
Osaic Holdings
Arizona
$51.8M 440,151 +181,251 +70%
TA
25
Townsend & Associates
Colorado
$44.3M 371,945 +6,462 +2%
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