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iShares Core High Dividend ETF

728 hedge funds and large institutions have $7.65B invested in iShares Core High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 323 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+120
Holders Change %
+19.74%
% of All Funds
12.31%
Holding in Top 10
52
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+92.59%
% of All Funds
0.88%
New
170
Increased
323
Reduced
120
Closed
42
Calls
$16.1M
Puts
$3.44M
Net Calls
+$12.6M
Net Calls Change
-$67.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
376
Maripau Wealth Management
Indiana
$805K +$465K +4,492 +137%
LIM
377
Leavell Investment Management
Alabama
$800K
SFG
378
StrategIQ Financial Group
Indiana
$783K -$6.53K -65 -0.8%
NL
379
NWAM LLC
Washington
$783K +$783K +7,814 New
FNC
380
First National Corp
Massachusetts
$781K +$18.8K +187 +2%
SS
381
Sunbelt Securities
Texas
$777K -$125K -1,247 -14%
TA
382
TrueWealth Advisors
Alabama
$770K +$266K +2,651 +53%
TCA
383
Transcend Capital Advisors
New Jersey
$763K +$763K +7,602 New
JCM
384
Jacobi Capital Management
Pennsylvania
$762K +$123K +1,224 +19%
GRP
385
Global Retirement Partners
California
$751K +$139K +1,382 +23%
TC
386
Tacita Capital
Ontario, Canada
$749K +$14.1K +140 +2%
AL
387
Aspiriant LLC
California
$732K +$503K +5,010 +219%
PWP
388
Perfromance Wealth Partners
Illinois
$728K -$33.6K -334 -4%
IP
389
Investment Partners
Ohio
$707K +$14.6K +145 +2%
ATC
390
Argent Trust Co
Tennessee
$706K
OBWG
391
Onyx Bridge Wealth Group
New York
$706K +$112K +1,123 +19%
SWA
392
Sax Wealth Advisors
New Jersey
$697K +$2.11K +21 +0.3%
Calamos Advisors
393
Calamos Advisors
Illinois
$693K +$693K +6,902 New
Charles Schwab
394
Charles Schwab
California
$682K -$21.1M -209,853 -97%
ADL
395
Asset Dedication LLC
California
$670K -$2.21K -22 -0.3%
Brown Advisory
396
Brown Advisory
Maryland
$668K +$55.7K +555 +9%
CA
397
Continuum Advisory
Idaho
$661K +$12.4K +123 +2%
IAN
398
Integrated Advisors Network
Texas
$659K +$98.4K +980 +18%
WP
399
Wealthspan Partners
Iowa
$653K +$280K +2,789 +75%
AOWM
400
Alpha Omega Wealth Management
Virginia
$645K +$301 +3 +0%