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iShares Core High Dividend ETF

764 hedge funds and large institutions have $4.86B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 240 increasing their positions, 265 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+36
Holders Change %
+4.95%
% of All Funds
10.17%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
108
Increased
240
Reduced
265
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
301
Collective Family Office
Pennsylvania
$965K +$117K +1,040 +14%
SIAS
302
Summit Investment Advisory Services
Minnesota
$961K -$10.1K -90 -1%
FHC
303
First Heartland Consultants
Missouri
$944K +$56.2K +501 +6%
SA
304
Sunesis Advisors
Kansas
$941K
SIA
305
Soltis Investment Advisors
Utah
$939K +$113K +1,010 +14%
HWM
306
Hohimer Wealth Management
Washington
$930K
PAS
307
Park Avenue Securities
New York
$927K -$2.05M -18,228 -69%
EW
308
Element Wealth
Mississippi
$923K -$63.1K -562 -6%
IAA
309
Independent Advisor Alliance
North Carolina
$921K +$921K +8,206 New
RBC
310
Romano Brothers & Co
Illinois
$921K
1NWS
311
1 North Wealth Services
Maryland
$914K +$914K +8,140 New
SFG
312
Sage Financial Group
Pennsylvania
$900K
Brown Advisory
313
Brown Advisory
Maryland
$892K
GS
314
GWN Securities
Florida
$891K +$891K +7,785 New
TWA
315
Talisman Wealth Advisors
New Jersey
$887K +$38.4K +342 +5%
VHAM
316
Van Hulzen Asset Management
California
$879K -$112 -1 -0%
AF
317
Apollon Financial
South Carolina
$877K -$8.98K -80 -1%
JIC
318
Johnson Investment Counsel
Ohio
$869K +$270K +2,401 +45%
PCG
319
Prosperity Consulting Group
Maryland
$867K +$260K +2,314 +43%
CA
320
Claro Advisors
Massachusetts
$866K -$3.59K -32 -0.4%
PFS
321
Prospera Financial Services
Texas
$855K -$63.4K -564 -7%
NB
322
Northwest Bancshares
Pennsylvania
$852K -$3.93K -35 -0.5%
DOA
323
D'Orazio & Associates
Virginia
$849K -$171K -1,526 -17%
WSFS
324
Wilmington Savings Fund Society
Delaware
$833K -$898 -8 -0.1%
CA
325
Cresta Advisors
Texas
$831K