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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 %
1WM
351
1900 Wealth Management
Texas
$706K -$413K -4,053 -37%
PAS
352
Park Avenue Securities
New York
$697K -$109K -1,071 -14%
IP
353
Investment Partners
Ohio
$697K +$4.39K +43 +0.6%
OIA
354
OneDigital Investment Advisors
Kansas
$691K -$387K -3,795 -36%
AWM
355
Aprio Wealth Management
Georgia
$682K +$75.8K +743 +13%
TI
356
Trexquant Investment
Connecticut
$678K +$22K +216 +3%
RVPG
357
Relative Value Partners Group
$677K
FA
358
Flagstar Advisors
New York
$671K +$110K +1,083 +20%
JCM
359
Jacobi Capital Management
Pennsylvania
$666K +$1.53K +15 +0.2%
LIM
360
Leavell Investment Management
Alabama
$664K -$66K -647 -9%
PG
361
Patten Group
Tennessee
$663K +$14.4K +141 +2%
BPA
362
Beacon Pointe Advisors
California
$660K -$14.8K -145 -2%
KPWS
363
Kestra Private Wealth Services
Texas
$655K -$94.7K -929 -13%
IWA
364
Inspirion Wealth Advisors
Illinois
$655K -$725 -7 -0.1%
PTC
365
Philadelphia Trust Company
Pennsylvania
$654K
ADL
366
Asset Dedication LLC
California
$648K
CCA
367
Cobblestone Capital Advisors
New York
$647K +$25.5K +250 +4%
PTC
368
Private Trust Company
Ohio
$636K +$22.7K +223 +4%
PCA
369
Pallas Capital Advisors
Massachusetts
$634K +$634K +6,220 New
GBWM
370
Granite Bay Wealth Management
New Hampshire
$620K
HCM
371
Hengehold Capital Management
Ohio
$611K -$117K -1,152 -16%
SR
372
Syntax Research
Florida
$607K +$8.98K +88 +2%
BDF
373
Black Diamond Financial
Maryland
$598K
TRCT
374
Tower Research Capital (TRC)
New York
$597K +$577K +5,654 +2,827%
LWM
375
LongView Wealth Management
Georgia
$591K +$591K +5,713 New