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iShares Core High Dividend ETF

518 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
51
Increased
196
Reduced
156
Closed
37
Calls
$19.8M
Puts
$292K
Net Calls
+$19.5M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
351
Inscription Capital
Texas
$295K +$295K +3,131 New
LWA
352
Lowe Wealth Advisors
Maryland
$292K -$20.1K -214 -6%
MPW
353
Monterey Private Wealth
California
$288K -$30.5K -318 -10%
CCM
354
Coldstream Capital Management
Washington
$288K
PWMAG
355
Pinnacle Wealth Management Advisory Group
New Jersey
$288K
CL
356
CPWM LLC
Washington
$287K +$287K +3,046 New
LA
357
Latitude Advisors
Florida
$284K +$284K +3,014 New
FCT
358
Family Capital Trust
Massachusetts
$283K
SCM
359
SOL Capital Management
Maryland
$283K
JGIA
360
Jackson Grant Investment Advisers
Connecticut
$278K -$17.7K -188 -6%
T
361
TNF
Montana
$278K +$278K +2,850 New
VWA
362
Visionary Wealth Advisors
Illinois
$273K
CWM
363
Centric Wealth Management
Illinois
$270K
FBB
364
Fulton Breakefield Broenniman
Maryland
$270K +$270K +2,868 New
FHC
365
First Heartland Consultants
Missouri
$264K +$4.62K +49 +2%
HZ
366
Hixon Zuercher
Ohio
$261K
PP
367
PDS Planning
Ohio
$260K
BFA
368
Beacon Financial Advisory
Ohio
$258K -$23.6K -250 -8%
SCA
369
Snowden Capital Advisors
New York
$257K -$283 -3 -0.1%
DWM
370
Destination Wealth Management
California
$257K
AA
371
Advisory Alpha
Michigan
$256K +$565 +6 +0.2%
PPP
372
Private Portfolio Partners
New Jersey
$256K +$50.3K +534 +25%
FIM
373
Fernwood Investment Management
Massachusetts
$255K
WSTAM
374
Wilbanks Smith & Thomas Asset Management
Virginia
$250K -$9.72K -103 -4%
AIP
375
Ahrens Investment Partners
Louisiana
$250K -$4.71K -50 -2%