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iShares Core Dividend ETF

57 hedge funds and large institutions have $135M invested in iShares Core Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
17
Closed
11
Calls
$177K
Puts
$797K
Net Calls
-$620K
Net Calls Change
-$646K
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$428K 11,195 +3,838 +52%
CAN
27
Cetera Advisor Networks
California
$426K 11,136 -7,478 -40%
TCM
28
Tandem Capital Management
New Jersey
$423K 11,070 -740 -6%
KWM
29
Kingsview Wealth Management
Oregon
$418K 10,927 -687 -6%
TRCT
30
Tower Research Capital (TRC)
New York
$413K 10,805 +4,144 +62%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$390K 10,200 -10,293 -50%
TCBWMS
32
Texas Capital Bank Wealth Management Services
Texas
$383K 10,000 +10,000 New
FFN
33
Focus Financial Network
Minnesota
$312K 8,168 +8,168 New
HNB
34
Huntington National Bank
Ohio
Morgan Stanley
35
Morgan Stanley
New York
$286K 7,481 +6,088 +437%
WP
36
WealthPLAN Partners
Nebraska
$278K 7,269 +49 +0.7%
FAIM
37
Financial Advocates Investment Management
Washington
$277K 7,236 -4,595 -39%
CAL
38
Capital Advisors Ltd
Ohio
$263K 6,874 -2,462 -26%
EH
39
Equitable Holdings
New York
$262K 6,846 -1,108 -14%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$247K 6,469 +13 +0.2%
MF
41
Meridian Financial
Massachusetts
$233K 6,095 +6,095 New
AWA
42
AmeriServ Wealth Advisors
Pennsylvania
$229K 5,982 -9,244 -61%
IWC
43
Integrated Wealth Concepts
Massachusetts
$227K 5,923
Jane Street
44
Jane Street
New York
$208K 5,450 +5,450 New
FAM
45
Family Asset Management
South Carolina
$82.2K 2,149
CT
46
Colonial Trust
South Carolina
$81.2K 2,149 +2,149 New
HI
47
Harbour Investments
Wisconsin
$37.4K 978
BCV
48
Banque Cantonale Vaudoise
Switzerland
$33K 850
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.2K 710
UB
50
UMB Bank
Missouri
$15.3K 400