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iShares Core High Dividend ETF

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.36%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
226
Collaborative Wealth Management
Florida
$1.7M -$395K -3,882 -19%
VFA
227
Valeo Financial Advisors
Indiana
$1.69M -$8.84K -843 -0.5%
ANTB
228
AMG National Trust Bank
Colorado
$1.69M -$43.6K -429 -3%
RFN
229
RDA Financial Network
Iowa
$1.68M +$40.7K +400 +2%
RWP
230
Ridgecrest Wealth Partners
California
$1.68M -$22.4K -220 -1%
AFC
231
AFT Forsyth & Company
Florida
$1.68M -$15.5K -152 -0.9%
SGCA
232
Steel Grove Capital Advisors
Tennessee
$1.68M -$8.02M -78,887 -83%
EIP
233
Ellis Investment Partners
Pennsylvania
$1.68M -$137K -1,350 -8%
Luther King Capital Management (LKCM)
234
Luther King Capital Management (LKCM)
Texas
$1.66M -$1.68M
PA
235
Pinnacle Associates
New York
$1.65M -$545K -5,361 -25%
WC
236
Woodstock Corp
Massachusetts
$1.64M
Corient Private Wealth
237
Corient Private Wealth
Florida
$1.64M -$612K -6,021 -27%
CCFM
238
Clear Creek Financial Management
Washington
$1.62M -$74.4K -732 -4%
PA
239
Parallel Advisors
California
$1.6M -$149K -1,470 -9%
WP
240
WealthShield Partners
North Carolina
$1.58M -$90.5K -890 -5%
TA
241
Tiedemann Advisors
New York
$1.58M +$16.5K +162 +1%
KF
242
Krilogy Financial
Missouri
$1.58M -$9.35K -92 -0.6%
TWC
243
TD Waterhouse Canada
Ontario, Canada
$1.56M -$3.36M -28,641 -68%
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$1.56M +$43.9K +436 +3%
JIP
245
Jaffetilchin Investment Partners
Florida
$1.55M -$25K -246 -2%
JC
246
JB Capital
Connecticut
$1.54M +$54.1K +532 +4%
WWM
247
Western Wealth Management
Colorado
$1.53M -$8.74K -86 -0.6%
Natixis Advisors
248
Natixis Advisors
Massachusetts
$1.53M +$215K +2,116 +16%
IF
249
Ironwood Financial
Arizona
$1.51M -$16.5K -162 -1%
DT
250
Diversified Trust
Tennessee
$1.5M +$224K +2,205 +18%