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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 %
CBFP
301
Cedar Brook Financial Partners
Ohio
$963K
WCG
302
Weaver Consulting Group
California
$962K -$35.6K -360 -4%
MFWP
303
Mosaic Family Wealth Partners
Missouri
$957K
SWA
304
Sax Wealth Advisors
New Jersey
$952K
PP
305
Patten & Patten
Tennessee
$948K
WPC
306
White Pine Capital
Minnesota
$947K +$34.6K +350 +4%
CFCI
307
Comprehensive Financial Consultants Institutional
Indiana
$941K -$8.01K -81 -0.8%
CCFM
308
Clear Creek Financial Management
Washington
$935K -$774K -7,748 -45%
JF
309
JSF Financial
California
$930K
EW
310
Element Wealth
Mississippi
$925K +$89.8K +908 +11%
VHAM
311
Van Hulzen Asset Management
California
$919K -$21.4K -216 -2%
Brown Advisory
312
Brown Advisory
Maryland
$917K +$31.4K +318 +4%
SC
313
SouthState Corp
Florida
$912K -$385K -3,890 -30%
ASFA
314
All Season Financial Advisors
Colorado
$912K +$912K +9,218 New
SVWAG
315
Sound View Wealth Advisors Group
Georgia
$911K -$8.01K -81 -0.9%
BIA
316
Biondo Investment Advisors
Pennsylvania
$888K +$6.43K +65 +0.7%
NB
317
NBT Bank
New York
$888K -$18.8K -190 -2%
FGAM
318
Financial Gravity Asset Management
Texas
$883K +$837K +54 +1,800%
CS
319
Comerica Securities
Michigan
$878K +$2.1K +21 +0.2%
WTC
320
WhitTier Trust Company
Nevada
$876K -$989 -10 -0.1%
OC
321
Oppenheimer & Co
New York
$872K -$68.3K -691 -7%
Jane Street
322
Jane Street
New York
$862K -$17.3M -175,038 -95%
AIC
323
Archer Investment Corporation
Indiana
$856K
SCA
324
Snowden Capital Advisors
New York
$856K -$57.1K -577 -6%
FNC
325
First National Corp
Massachusetts
$846K +$62.7K +634 +8%