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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 %
FA
351
Flagstar Advisors
New York
$642K -$83.7K -759 -12%
Fiera Capital (Canada)
352
Fiera Capital (Canada)
Quebec, Canada
$638K -$7.81M -70,867 -92%
IC
353
Inscription Capital
Texas
$635K +$401K +3,636 +171%
LWM
354
LongView Wealth Management
Georgia
$630K
MCC
355
Money Concepts Capital
Florida
$628K +$44K +399 +8%
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$627K +$31.3K +285 +5%
PWP
357
Pursue Wealth Partners
California
$624K
SGCA
358
Steel Grove Capital Advisors
Tennessee
$622K -$8.56M -77,687 -93%
SWM
359
Sugarloaf Wealth Management
Georgia
$621K
IPAM
360
Investment Partners Asset Management
New Jersey
$608K
SWM
361
Spire Wealth Management
Virginia
$607K -$8.6K -78 -1%
LP
362
LGL Partners
Pennsylvania
$605K -$110 -1 -0%
TA
363
Tectonic Advisors
Texas
$605K -$1.76K -16 -0.3%
CD
364
Chapin Davis
Maryland
$605K +$605K +5,486 New
DWM
365
Destination Wealth Management
California
$599K -$12.6K -114 -2%
BDF
366
Black Diamond Financial
Maryland
$598K
PVAMC
367
PPS&V Asset Management Consultants
Michigan
$586K +$1.1K +10 +0.2%
GWM
368
Gray Wealth Management
Maine
$583K
CAM
369
Creekmur Asset Management
Illinois
$583K -$32K -290 -5%
FFN
370
Focus Financial Network
Minnesota
$579K -$238K -2,235 -29%
VFPW
371
Vantage Financial Partners (Wisconsin)
Wisconsin
$578K +$30.5K +277 +6%
SC
372
Savant Capital
Illinois
$578K -$59.1K -536 -9%
WB
373
WesBanco Bank
West Virginia
$574K +$18.1K +164 +3%
MWM
374
Merriman Wealth Management
Washington
$573K
NP
375
NorthRock Partners
Minnesota
$573K +$134K +1,216 +31%