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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 Holding Trade Value Shares
Change
Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$8.8K +$574 +15 +7%
AF
52
Advisornet Financial
Minnesota
$7.84K
GRP
53
Global Retirement Partners
California
$3.4K
CWP
54
Concord Wealth Partners
Virginia
$1.95K
ACA
55
Aptus Capital Advisors
Alabama
$1.15K -$7.65K -200 -87%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$632
Wells Fargo
57
Wells Fargo
California
$32 +$32 +1 New
FCAG
58
First Capital Advisors Group
New Jersey
$31 -$109K -3,526 -100%
AssetMark Inc
59
AssetMark Inc
California
$5 -$5
PWM
60
Provident Wealth Management
Tennessee
-$1.97M -52,813 Closed
PWM
61
Prosperity Wealth Management
California
-$326K -8,725 Closed
RA
62
Rodgers & Associates
Pennsylvania
-$307K -8,232 Closed
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
-$210K -5,619 Closed
BAM
64
Belpointe Asset Management
Nevada
-$116K -3,096 Closed
HIA
65
Harbor Investment Advisory
Maryland
-$76.4K -2,046 Closed
JIR
66
James Investment Research
Ohio
-$72K -1,925 Closed
TWA
67
TCI Wealth Advisors
Arizona
-$46.8K -1,254 Closed
ASN
68
Advisory Services Network
Georgia
-$37K -992 Closed
NRC
69
New Republic Capital
North Carolina
-$18.7K -500 Closed
LFA
70
Level Financial Advisors
New York
-$299 -8 Closed