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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 %
CA
351
Cresta Advisors
Texas
$711K +$78.1K +790 +12%
PFS
352
Prospera Financial Services
Texas
$709K -$23K -232 -3%
HCM
353
Hengehold Capital Management
Ohio
$706K -$67.6K -684 -9%
AIM
354
Anchor Investment Management
South Carolina
$702K +$22.4K +226 +3%
CA
355
Continuum Advisory
Idaho
$693K -$688K -6,956 -50%
TWA
356
Talisman Wealth Advisors
New Jersey
$689K +$82.6K +835 +14%
CAG
357
Csenge Advisory Group
Florida
$673K +$69.5K +703 +12%
IP
358
Investment Partners
Ohio
$671K
SFG
359
SNS Financial Group
Minnesota
$661K -$90.7K -906 -12%
RVPG
360
Relative Value Partners Group
$656K
BPA
361
Beacon Pointe Advisors
California
$654K +$49K +496 +8%
GBWM
362
Granite Bay Wealth Management
New Hampshire
$645K +$645K +6,300 New
JCM
363
Jacobi Capital Management
Pennsylvania
$645K -$30.8K -311 -5%
RBC
364
Romano Brothers & Co
Illinois
$644K
TI
365
Trexquant Investment
Connecticut
$636K +$114K +1,148 +22%
PTC
366
Philadelphia Trust Company
Pennsylvania
$635K
PWMAG
367
Pinnacle Wealth Management Advisory Group
New Jersey
$634K
PG
368
Patten Group
Tennessee
$629K -$38.5K -389 -6%
ADL
369
Asset Dedication LLC
California
$629K
IWA
370
Inspirion Wealth Advisors
Illinois
$626K +$3.36K +34 +0.5%
GWM
371
Gray Wealth Management
Maine
$617K -$9.89K -100 -2%
CCA
372
Cobblestone Capital Advisors
New York
$602K
WP
373
WealthShield Partners
North Carolina
$600K -$338K -3,378 -36%
PTC
374
Private Trust Company
Ohio
$595K +$29.7K +300 +5%
CAWM
375
Capital Advisors Wealth Management
Washington
$591K -$34K -344 -5%