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iShares Core High Dividend ETF

717 hedge funds and large institutions have $4.72B invested in iShares Core High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+23
Holders Change %
+3.31%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.37%
New
85
Increased
215
Reduced
291
Closed
53
Calls
$54.2M
Puts
$1.8M
Net Calls
+$52.4M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Shares
Change %
P
226
&Partners
Tennessee
$1.55M +$1.55M +14,962 New
RFN
227
RDA Financial Network
Iowa
$1.54M -$78.5K -770 -5%
EWM
228
Evercore Wealth Management
New York
$1.54M -$764K -7,492 -33%
RA
229
RFG Advisory
Alabama
$1.53M -$4.68M -45,891 -75%
Jane Street
230
Jane Street
New York
$1.52M +$631K +6,187 +71%
AFC
231
AFT Forsyth & Company
Florida
$1.5M -$121K -1,189 -7%
Natixis Advisors
232
Natixis Advisors
Massachusetts
$1.46M +$76.4K +749 +6%
MAS
233
Madden Advisory Services
Florida
$1.45M +$14.4K +141 +1%
RIA
234
Realta Investment Advisors
Delaware
$1.45M -$7.45K -73 -0.5%
JIP
235
Jaffetilchin Investment Partners
Florida
$1.44M +$13.2K +129 +0.9%
IF
236
Ironwood Financial
Arizona
$1.43M -$21.9K -215 -2%
RWP
237
Ridgecrest Wealth Partners
California
$1.43M -$21.4K -210 -1%
US Bancorp
238
US Bancorp
Minnesota
$1.42M -$135K -1,321 -9%
HR
239
Howe & Rusling
New York
$1.4M -$136K -1,329 -9%
NCM
240
NCM Capital Management
New Jersey
$1.39M -$52.1K -511 -4%
National Bank of Canada
241
National Bank of Canada
Quebec, Canada
$1.39M -$97.3K -940 -7%
GFG
242
Goldstone Financial Group
Illinois
$1.38M -$985K -9,657 -42%
PIMG
243
Patriot Investment Management Group
Tennessee
$1.38M
JGIA
244
Jackson Grant Investment Advisers
Connecticut
$1.37M +$8.26K +81 +0.6%
FAIM
245
Financial Advocates Investment Management
Washington
$1.37M -$1.21M -11,834 -47%
SF
246
Synovus Financial
Georgia
$1.36M +$66K +647 +5%
CWP
247
Concord Wealth Partners
Virginia
$1.35M +$10.6K +104 +0.8%
BB
248
Berkshire Bank
Massachusetts
$1.34M +$94.6K +928 +8%
HIA
249
Harbor Investment Advisory
Maryland
$1.33M +$16.2K +159 +1%
FHA
250
Flagship Harbor Advisors
Massachusetts
$1.32M +$2.75K +27 +0.2%