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iShares Core Dividend ETF

61 hedge funds and large institutions have $134M invested in iShares Core Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
19
Closed
12
Calls
$29K
Puts
$3K
Net Calls
+$26K
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$442K -$201K -5,372 -31%
TCM
27
Tandem Capital Management
New Jersey
$441K +$32.5K +870 +8%
KWM
28
Kingsview Wealth Management
Oregon
$434K +$10.8K +289 +3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$420K -$25.4K -679 -6%
CAL
30
Capital Advisors Ltd
Ohio
$349K
PWM
31
Prosperity Wealth Management
California
$326K -$88.8K -2,380 -21%
RA
32
Rodgers & Associates
Pennsylvania
$307K -$5.23K -140 -2%
HNB
33
Huntington National Bank
Ohio
$300K -$301K
EH
34
Equitable Holdings
New York
$297K -$34.5K -923 -10%
Osaic Holdings
35
Osaic Holdings
Arizona
$275K -$320K -8,564 -54%
WP
36
WealthPLAN Partners
Nebraska
$270K +$43.3K +1,160 +19%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$259K -$372K -9,932 -59%
TRCT
38
Tower Research Capital (TRC)
New York
$249K +$19.3K +515 +8%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$241K -$36.2K -969 -13%
IWC
40
Integrated Wealth Concepts
Massachusetts
$221K +$221K +5,923 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$210K -$550K -14,745 -72%
FCAG
42
First Capital Advisors Group
New Jersey
$132K -$11.5K -308 -8%
BAM
43
Belpointe Asset Management
Nevada
$116K +$971 +26 +0.8%
FAM
44
Family Asset Management
South Carolina
$80.2K +$80.2K +2,149 New
HIA
45
Harbor Investment Advisory
Maryland
$76.4K
JIR
46
James Investment Research
Ohio
$72K -$20.8K -557 -22%
Morgan Stanley
47
Morgan Stanley
New York
$52K +$6.53K +175 +14%
TWA
48
TCI Wealth Advisors
Arizona
$46.8K
ASN
49
Advisory Services Network
Georgia
$37K -$60.5K -1,621 -62%
HI
50
Harbour Investments
Wisconsin
$36.5K