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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 %
AWA
326
Amplius Wealth Advisors
Pennsylvania
$836K -$28.8K -291 -3%
FCA
327
FinTrust Capital Advisors
South Carolina
$831K -$83.2K -841 -9%
SFG
328
StrategIQ Financial Group
Indiana
$830K +$14.8K +150 +2%
NB
329
Northwest Bancshares
Pennsylvania
$813K -$87.2K -882 -10%
DT
330
Diversified Trust
Tennessee
$810K -$436K -4,408 -35%
HI
331
Human Investing
Oregon
$803K +$116K +1,175 +17%
CFO
332
Collective Family Office
Pennsylvania
$803K -$517K -5,225 -39%
SFG
333
Sage Financial Group
Pennsylvania
$793K
TC
334
Tacita Capital
Ontario, Canada
$787K
NRC
335
New Republic Capital
North Carolina
$784K -$20K -200 -2%
WP
336
WealthSpring Partners
California
$783K -$38.4K -388 -5%
PAS
337
Park Avenue Securities
New York
$781K +$781K +7,903 New
CA
338
Claro Advisors
Massachusetts
$780K +$351K +3,549 +82%
KA
339
Kovack Advisors
Florida
$777K -$12.2K -123 -2%
SXL
340
Summit X LLC
Missouri
$756K -$57.1K -577 -7%
WA
341
Wambolt & Associates
Colorado
$754K -$281K -2,879 -27%
PRWA
342
Platte River Wealth Advisors
Colorado
$752K
IAN
343
Integrated Advisors Network
Texas
$744K -$6.6M -66,739 -90%
HI
344
Harbour Investments
Wisconsin
$742K +$4.05K +41 +0.5%
GWP
345
Gateway Wealth Partners
Wisconsin
$727K +$17.3K +175 +2%
KPWS
346
Kestra Private Wealth Services
Texas
$727K -$56.8K -574 -7%
CFO
347
CVA Family Office
Colorado
$726K -$93.9K -950 -11%
WAOTB
348
Wealth Advisors of Tampa Bay
Florida
$718K +$359K +3,632 +100%
LIM
349
Leavell Investment Management
Alabama
$715K -$57K -570 -7%
FHC
350
First Heartland Consultants
Missouri
$715K -$27.8K -281 -4%