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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 %
FGAM
326
Financial Gravity Asset Management
Texas
$883K
OC
327
Oppenheimer & Co
New York
$866K -$32.8K -322 -4%
TVAMP
328
Tennessee Valley Asset Management Partners
Tennessee
$865K +$437K +4,280 +102%
AF
329
Apollon Financial
South Carolina
$863K +$863K +8,464 New
SIAS
330
Summit Investment Advisory Services
Minnesota
$863K -$252K -2,472 -23%
AWA
331
Amplius Wealth Advisors
Pennsylvania
$862K
SFG
332
StrategIQ Financial Group
Indiana
$845K -$10.7K -105 -1%
CA
333
Claro Advisors
Massachusetts
$845K +$40.8K +400 +5%
SXL
334
Summit X LLC
Missouri
$841K +$61K +598 +8%
SCA
335
Snowden Capital Advisors
New York
$840K -$42.9K -421 -5%
CAG
336
Csenge Advisory Group
Florida
$829K +$134K +1,318 +19%
NB
337
Northwest Bancshares
Pennsylvania
$825K -$13.5K -132 -2%
SFG
338
Sage Financial Group
Pennsylvania
$818K
TC
339
Tacita Capital
Ontario, Canada
$811K
W
340
WorthPointe
California
$802K +$802K +7,865 New
FFN
341
Focus Financial Network
Minnesota
$781K +$206K +2,017 +36%
RBC
342
Romano Brothers & Co
Illinois
$768K +$103K +1,014 +16%
TWA
343
Talisman Wealth Advisors
New Jersey
$764K +$53.5K +525 +8%
HI
344
Harbour Investments
Wisconsin
$759K -$6.22K -61 -0.8%
SIA
345
Soltis Investment Advisors
Utah
$755K +$171K +1,679 +29%
IAN
346
Integrated Advisors Network
Texas
$754K -$13.5K -132 -2%
FHC
347
First Heartland Consultants
Missouri
$745K +$7.95K +78 +1%
CA
348
Cresta Advisors
Texas
$738K +$4.9K +48 +0.7%
PFS
349
Prospera Financial Services
Texas
$730K +$306 +3 +0%
GWP
350
Gateway Wealth Partners
Wisconsin
$719K -$31.2K -306 -4%