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iShares Core High Dividend ETF
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Overview Fund Activity

764 hedge funds and large institutions have $4.86B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 240 increasing their positions, 265 reducing their positions, and 54 closing their positions.

Holders
764
Holders Change
+36
Holders Change %
+4.95%
% of All Funds
10.18%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
108
Increased
240
Reduced
265
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$105M
2
Wells Fargo
2
Wells Fargo
California
$234M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$36.9M
4
SS
4
SBI Securities
Japan
$26.3M
5
CA
5
CSM Advisors
Pennsylvania
$51.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$78.3M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
BCI
3
Brinker Capital Investments
Pennsylvania
$10.8M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$10.8M
5
CH
5
CVS Health
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$527M 4,691,930 +113,915 +2%
Morgan Stanley
2
Morgan Stanley
New York
$354M 3,153,213 +18,812 +0.6%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$338M 3,008,172 – –
LPL Financial
4
LPL Financial
California
$267M 2,379,555 +143,528 +6%
Wells Fargo
5
Wells Fargo
California
$234M 2,081,612 +889,193 +75%
UBS Group
6
UBS Group
Switzerland
$172M 1,533,873 +21,849 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$138M 1,232,570 +41,730 +4%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$130M 1,162,242 +52,859 +5%
Raymond James Financial
9
Raymond James Financial
Florida
$105M 931,562 +931,562 New
SAM
10
Securian Asset Management
Minnesota
$94.9M 844,932 -12,770 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$84.5M 752,558 -43,356 -5%
M&T Bank
12
M&T Bank
New York
$81.1M 722,485 -2,706 -0.4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$80.6M 718,299 +37,697 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$78.3M 697,877 -2,790,108 -80%
BlackRock
15
BlackRock
New York
$69.1M 615,974 +54,304 +10%
Truist Financial
16
Truist Financial
North Carolina
$66.9M 595,779 +54 +0%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$64.2M 571,692 +21,228 +4%
Ameriprise
18
Ameriprise
Minnesota
$60.8M 541,296 +41,006 +8%
LIA
19
LBMC Investment Advisors
Tennessee
$52.1M 464,338 -655 -0.1%
CA
20
CSM Advisors
Pennsylvania
$51.8M 461,800 +230,900 +100%
Mariner
21
Mariner
Kansas
$47.6M 424,379 +106,090 +33%
TA
22
Townsend & Associates
Colorado
$42.7M 370,616 -1,329 -0.4%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$39.1M 347,941 +96,316 +38%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$37.3M 331,889 -120,024 -27%
Federated Hermes
25
Federated Hermes
Pennsylvania
$36.9M 328,624 +252,380 +331%
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