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iShares Core High Dividend ETF

728 hedge funds and large institutions have $5.5B invested in iShares Core High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 271 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
10.53%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
81
Increased
271
Reduced
216
Closed
45
Calls
$96.7M
Puts
$6.59M
Net Calls
+$90.1M
Net Calls Change
-$7.22M
Name Holding Trade Value Shares
Change
Shares
Change %
MFWP
326
Mosaic Family Wealth Partners
Missouri
$851K -$193K -1,644 -19%
PTC
327
Private Trust Company
Ohio
$843K +$71.7K +610 +9%
SWM
328
Spire Wealth Management
Virginia
$839K +$196K +1,669 +31%
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$835K +$835K +7,096 New
CA
330
Cresta Advisors
Texas
$831K -$7.06K -60 -0.8%
WP
331
WealthShield Partners
North Carolina
$824K +$477K +4,054 +137%
IP
332
Investment Partners
Ohio
$810K +$2.71K +23 +0.3%
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$803K +$185K +1,552 +30%
IAN
334
Integrated Advisors Network
Texas
$759K -$33.6K -286 -4%
SWA
335
Sax Wealth Advisors
New Jersey
$757K +$118 +1 +0%
PTC
336
Philadelphia Trust Company
Pennsylvania
$755K
JCM
337
Jacobi Capital Management
Pennsylvania
$752K +$823 +7 +0.1%
SC
338
Savant Capital
Illinois
$751K +$143K +1,219 +24%
LIM
339
Leavell Investment Management
Alabama
$749K +$17.6K +150 +2%
TC
340
Tacita Capital
Ontario, Canada
$747K
IWA
341
Inspirion Wealth Advisors
Illinois
$747K
CCA
342
Cobblestone Capital Advisors
New York
$746K
DWP
343
Daymark Wealth Partners
Ohio
$738K -$31.1K -264 -4%
CA
344
Clearstead Advisors
Ohio
$735K -$12.6K -107 -2%
SC
345
SouthState Corp
Florida
$728K -$56.5K -480 -7%
ADL
346
Asset Dedication LLC
California
$726K -$8.59K -73 -1%
FA
347
Flagstar Advisors
New York
$723K +$65K +553 +10%
Northern Trust
348
Northern Trust
Illinois
$722K +$177K +1,502 +32%
LWM
349
LongView Wealth Management
Georgia
$722K -$10K -85 -1%
KPWG
350
KFA Private Wealth Group
Virginia
$721K -$106K -901 -13%