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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 %
Prudential Financial
276
Prudential Financial
New Jersey
$1.19M -$57.6K -565 -5%
CAAM
277
Cornerstone Advisors Asset Management
Pennsylvania
$1.18M -$7.79M -76,371 -87%
AFP
278
Alpha Financial Partners
Kentucky
$1.16M -$193K -1,892 -14%
LSA
279
Lion Street Advisors
Texas
$1.16M -$67.9K -666 -6%
CWM
280
Collaborative Wealth Management
Florida
$1.16M -$201K -1,970 -15%
VCM
281
Virtue Capital Management
Tennessee
$1.15M
PCM
282
Parsons Capital Management
Rhode Island
$1.15M -$20.4K -200 -2%
AAP
283
Arax Advisory Partners
Colorado
$1.14M +$6.32K +62 +0.6%
WFA
284
Wellspring Financial Advisors
Ohio
$1.13M +$2.04K +20 +0.2%
AFG
285
Albion Financial Group
Utah
$1.1M +$970K +9,507 +719%
HWM
286
Hohimer Wealth Management
Washington
$1.1M
PA
287
Pinnacle Associates
New York
$1.09M -$489K -4,790 -31%
AAG
288
Armstrong Advisory Group
Massachusetts
$1.09M -$67K -657 -6%
NB
289
NBT Bank
New York
$1.08M +$163K +1,599 +18%
CSIC
290
Clifford Swan Investment Counsel
California
$1.07M
MFG
291
Merit Financial Group
Georgia
$1.07M -$20.7K -203 -2%
LGWM
292
Litman Gregory Wealth Management
California
$1.06M -$58.5K -574 -5%
CFGS
293
Concourse Financial Group Securities
Alabama
$1.05M -$65.7K -644 -6%
EW
294
Element Wealth
Mississippi
$1.04M +$90.9K +891 +10%
BIA
295
Biondo Investment Advisors
Pennsylvania
$1.03M +$119K +1,165 +13%
VA
296
Valmark Advisers
Ohio
$1.03M -$2.96K -29 -0.3%
FNC
297
First National Corp
Massachusetts
$1.03M +$156K +1,526 +18%
AC
298
Avestar Capital
New York
$1.02M -$1.2M -11,750 -54%
CBFP
299
Cedar Brook Financial Partners
Ohio
$1.01M +$7.49K +73 +0.7%
SVWAG
300
Sound View Wealth Advisors Group
Georgia
$1.01M +$67.2K +659 +7%