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iShares Core High Dividend ETF

694 hedge funds and large institutions have $4.46B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-12
Holders Change %
-1.7%
% of All Funds
11.07%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.54%
New
47
Increased
165
Reduced
295
Closed
54
Calls
$17.8M
Puts
$2.13M
Net Calls
+$15.7M
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Shares
Change %
JGIA
251
Jackson Grant Investment Advisers
Connecticut
$1.32M +$13.9K +141 +1%
CWM
252
Collaborative Wealth Management
Florida
$1.32M -$214K -2,164 -14%
1WA
253
180 Wealth Advisors
Washington
$1.32M -$7.91K -80 -0.6%
AFP
254
Alpha Financial Partners
Kentucky
$1.32M -$443K -4,484 -25%
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$1.3M -$1.25M -12,614 -49%
CWP
256
Concord Wealth Partners
Virginia
$1.29M -$26.8K -271 -2%
HIA
257
Harbor Investment Advisory
Maryland
$1.28M -$5.44K -55 -0.4%
FHA
258
Flagship Harbor Advisors
Massachusetts
$1.28M -$4.85K -49 -0.4%
ATC
259
Argent Trust Co
Tennessee
$1.27M
JC
260
JB Capital
Connecticut
$1.26M -$137K -1,386 -10%
IWN
261
Independent Wealth Network
Iowa
$1.26M +$11.5K +116 +0.9%
SF
262
Synovus Financial
Georgia
$1.26M -$50.3K -509 -4%
CRC
263
Curi RMB Capital
Illinois
$1.22M +$173K +1,750 +17%
Prudential Financial
264
Prudential Financial
New Jersey
$1.21M -$456K -4,614 -27%
BB
265
Berkshire Bank
Massachusetts
$1.2M +$44K +445 +4%
PWW
266
Pettyjohn Wood & White
Virginia
$1.2M -$56.9K -575 -5%
EA
267
Eudaimonia Advisors
Tennessee
$1.19M +$23.3K +236 +2%
LSA
268
Lion Street Advisors
Texas
$1.19M +$1.19M +12,066 New
EWA
269
EP Wealth Advisors
California
$1.19M -$37.7M -381,255 -97%
RDWM
270
Red Door Wealth Management
Tennessee
$1.19M
FG
271
Fiduciary Group
Georgia
$1.18M -$75K -758 -6%
CA
272
CoreCap Advisors
Michigan
$1.18M +$50.5K +511 +4%
RCAG
273
Rehmann Capital Advisory Group
Michigan
$1.17M -$7.81K -79 -0.7%
MPW
274
MA Private Wealth
California
$1.15M
PSCM
275
Per Stirling Capital Management
Texas
$1.14M