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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 %
Lazard Asset Management
301
Lazard Asset Management
New York
$1M
WS
302
Wedbush Securities
California
$998K -$62.2K -610 -6%
WCG
303
Weaver Consulting Group
California
$997K +$4.9K +48 +0.5%
CPIA
304
Cornell Pochily Investment Advisors
New York
$995K -$162K -1,591 -14%
JC
305
JB Capital
Connecticut
$992K -$311K -3,049 -24%
Northern Trust
306
Northern Trust
Illinois
$989K -$45K -441 -4%
IWN
307
Independent Wealth Network
Iowa
$982K -$315K -3,089 -24%
JF
308
JSF Financial
California
$978K +$19.2K +188 +2%
B
309
Barings
North Carolina
$978K -$31.4M -307,658 -97%
PP
310
Patten & Patten
Tennessee
$974K -$3.57K -35 -0.4%
WPC
311
White Pine Capital
Minnesota
$965K -$11.8K -116 -1%
CFO
312
Collective Family Office
Pennsylvania
$958K +$131K +1,280 +16%
CFCI
313
Comprehensive Financial Consultants Institutional
Indiana
$957K -$13.4K -131 -1%
SC
314
SouthState Corp
Florida
$942K +$1.33K +13 +0.1%
VHAM
315
Van Hulzen Asset Management
California
$937K -$11.4K -112 -1%
Brown Advisory
316
Brown Advisory
Maryland
$930K -$15.3K -150 -2%
SWA
317
Sax Wealth Advisors
New Jersey
$928K -$53.2K -522 -5%
KWM
318
Kingsview Wealth Management
Oregon
$913K -$153K -1,502 -14%
AIC
319
Archer Investment Corporation
Indiana
$913K +$29.6K +290 +3%
MFWP
320
Mosaic Family Wealth Partners
Missouri
$911K -$76.3K -748 -8%
KA
321
Kovack Advisors
Florida
$905K +$104K +1,015 +13%
WTC
322
WhitTier Trust Company
Nevada
$902K -$1.33K -13 -0.1%
FCI
323
Financial Counselors Inc
Kansas
$897K -$1.06M -10,417 -54%
FCA
324
FinTrust Capital Advisors
South Carolina
$892K +$34.4K +337 +4%
AIM
325
Anchor Investment Management
South Carolina
$883K +$160K +1,567 +22%