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iShares Core High Dividend ETF

578 hedge funds and large institutions have $2.85B invested in iShares Core High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 194 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+60
Holders Change %
+11.58%
% of All Funds
8.93%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.32%
New
101
Increased
194
Reduced
175
Closed
34
Calls
$65.3M
Puts
$1.01M
Net Calls
+$64.3M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
376
SeaCrest Wealth Management
New York
$329K +$808 +8 +0.2%
CIA
377
Capital Investment Advisors
Georgia
$326K -$7.68K -76 -2%
SMC
378
Smith, Moore & Co
Missouri
$326K +$108K +1,067 +49%
CPA
379
Cardiff Park Advisors
California
$326K +$326K +3,226 New
LSPW
380
Lake Street Private Wealth
Illinois
$324K +$324K +3,209 New
RF
381
Resolute Financial
Massachusetts
$323K +$323K +3,198 New
EWA
382
EP Wealth Advisors
California
$322K +$322K +3,189 New
FCFC
383
First Citizens Financial Corp
Iowa
$321K -$69.6K -690 -18%
SXL
384
Summit X LLC
Missouri
$321K -$30.2K -300 -9%
AIM
385
Axiom Investment Management
New York
$319K +$401 +4 +0.1%
IC
386
Inscription Capital
Texas
$316K
PWMAG
387
Pinnacle Wealth Management Advisory Group
New Jersey
$309K
Jane Street
388
Jane Street
New York
$306K -$1.15M -11,423 -79%
LA
389
Latitude Advisors
Florida
$305K +$404 +4 +0.1%
LWA
390
Lowe Wealth Advisors
Maryland
$304K -$9.08K -90 -3%
SCM
391
SOL Capital Management
Maryland
$303K
FCT
392
Family Capital Trust
Massachusetts
$303K
BRWM
393
B. Riley Wealth Management
Tennessee
$299K +$31.6K +313 +12%
DWM
394
Destination Wealth Management
California
$298K +$23K +228 +8%
VWA
395
Visionary Wealth Advisors
Illinois
$296K +$3.03K +30 +1%
T
396
TNF
Montana
$295K
MPW
397
Monterey Private Wealth
California
$292K -$11.3K -112 -4%
PP
398
PDS Planning
Ohio
$292K +$13.5K +134 +5%
FBB
399
Fulton Breakefield Broenniman
Maryland
$290K
CWM
400
Centric Wealth Management
Illinois
$289K