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iShares Core High Dividend ETF

709 hedge funds and large institutions have $4.57B invested in iShares Core High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 238 increasing their positions, 278 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
-8
Holders Change %
-1.12%
% of All Funds
10.28%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
56
Increased
238
Reduced
278
Closed
53
Calls
$103M
Puts
$3.02M
Net Calls
+$100M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
301
Kingsview Wealth Management
Oregon
$974K -$13.2K -120 -1%
CFO
302
Collective Family Office
Pennsylvania
$966K -$69.7K -632 -7%
FCA
303
FinTrust Capital Advisors
South Carolina
$964K +$220 +2 +0%
CA
304
Claro Advisors
Massachusetts
$930K +$16.4K +149 +2%
SA
305
Sunesis Advisors
Kansas
$924K +$924K +8,383 New
Northern Trust
306
Northern Trust
Illinois
$922K -$146K -1,328 -14%
SIAS
307
Summit Investment Advisory Services
Minnesota
$921K -$11.8K -107 -1%
MFG
308
Merit Financial Group
Georgia
$920K -$216K -1,995 -19%
AF
309
Apollon Financial
South Carolina
$919K -$13.7K -124 -1%
SVWAG
310
Sound View Wealth Advisors Group
Georgia
$907K -$181K -1,643 -17%
PFS
311
Prospera Financial Services
Texas
$899K +$110K +993 +14%
VHAM
312
Van Hulzen Asset Management
California
$889K -$123K -1,115 -12%
SFG
313
Sage Financial Group
Pennsylvania
$884K
NB
314
Northwest Bancshares
Pennsylvania
$881K -$10.8K -98 -1%
Brown Advisory
315
Brown Advisory
Maryland
$874K -$131K -1,190 -13%
RBC
316
Romano Brothers & Co
Illinois
$874K +$44.1K +400 +5%
PAS
317
Park Avenue Securities
New York
$866K +$113K +1,023 +15%
TC
318
Tacita Capital
Ontario, Canada
$864K -$12.7K -115 -1%
HI
319
Harbour Investments
Wisconsin
$859K +$38.6K +350 +5%
TWA
320
Talisman Wealth Advisors
New Jersey
$829K +$2.65K +24 +0.3%
FCI
321
Financial Counselors Inc
Kansas
$828K -$141K -1,282 -15%
AWA
322
Amplius Wealth Advisors
Pennsylvania
$822K -$110K -1,000 -12%
PP
323
Prudential plc
United Kingdom
$819K +$819K +7,429 New
FHC
324
First Heartland Consultants
Missouri
$813K +$7.17K +65 +0.9%
CA
325
Cresta Advisors
Texas
$793K -$4.3K -39 -0.5%