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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 %
IAN
326
Integrated Advisors Network
Texas
$782K -$32.1K -291 -4%
GWP
327
Gateway Wealth Partners
Wisconsin
$780K +$2.76K +25 +0.4%
JC
328
JB Capital
Connecticut
$779K -$293K -2,663 -27%
SIA
329
Soltis Investment Advisors
Utah
$768K -$47.2K -428 -6%
IP
330
Investment Partners
Ohio
$755K +$1.87K +17 +0.2%
SC
331
SouthState Corp
Florida
$747K -$271K -2,458 -27%
PG
332
Patten Group
Tennessee
$742K +$25.7K +233 +4%
PI
333
PFG Investments
New York
$740K +$740K +6,715 New
PP
334
Patten & Patten
Tennessee
$717K -$335K -3,042 -32%
MCM
335
MAI Capital Management
Ohio
$710K +$80.7K +732 +13%
PTC
336
Philadelphia Trust Company
Pennsylvania
$707K
JCM
337
Jacobi Capital Management
Pennsylvania
$704K -$16.3K -148 -2%
OIA
338
OneDigital Investment Advisors
Kansas
$700K -$47.1K -427 -6%
CCA
339
Cobblestone Capital Advisors
New York
$699K
IWA
340
Inspirion Wealth Advisors
Illinois
$698K +$1.1K +10 +0.2%
1WM
341
1900 Wealth Management
Texas
$696K -$67.2K -610 -9%
ADL
342
Asset Dedication LLC
California
$690K -$12.7K -115 -2%
PTC
343
Private Trust Company
Ohio
$689K +$2.09K +19 +0.3%
RVPG
344
Relative Value Partners Group
$687K
LIM
345
Leavell Investment Management
Alabama
$686K -$31.4K -285 -4%
PCA
346
Pallas Capital Advisors
Massachusetts
$684K -$1.65K -15 -0.2%
Citigroup
347
Citigroup
New York
$660K +$29.2K +265 +5%
SR
348
Syntax Research
Florida
$660K +$3.53K +32 +0.5%
BPA
349
Beacon Pointe Advisors
California
$658K -$55K -499 -8%
SWA
350
Stratos Wealth Advisors
Ohio
$643K +$163K +1,481 +34%