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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 %
AWM
376
Aprio Wealth Management
Georgia
$588K +$373K +3,776 +174%
BDF
377
Black Diamond Financial
Maryland
$580K
SR
378
Syntax Research
Florida
$580K +$580K +5,864 New
MCM
379
MAI Capital Management
Ohio
$573K +$4.94K +50 +0.9%
MOS
380
MGO One Seven
Ohio
$572K -$764K -7,722 -57%
SC
381
Savant Capital
Illinois
$568K +$9.49K +96 +2%
SIA
382
Soltis Investment Advisors
Utah
$566K -$57.7K -584 -9%
FFN
383
Focus Financial Network
Minnesota
$564K -$8.8K -88 -2%
CWM
384
Calamos Wealth Management
Illinois
$562K
PWP
385
Pursue Wealth Partners
California
$560K
PWM
386
Perigon Wealth Management
California
$558K +$282K +2,849 +102%
SWM
387
Sugarloaf Wealth Management
Georgia
$557K
FNWM
388
Financial Network Wealth Management
Utah
$557K
SWM
389
Spire Wealth Management
Virginia
$550K -$18.2K -184 -3%
FA
390
Flagstar Advisors
New York
$550K +$283K +2,827 +106%
LP
391
LGL Partners
Pennsylvania
$543K
FA
392
Fermata Advisors
California
$542K +$542K +5,482 New
HH
393
Hilltop Holdings
Texas
$542K +$239K +2,418 +79%
DWM
394
Destination Wealth Management
California
$540K -$45.9K -464 -8%
CIBC Private Wealth Group
395
CIBC Private Wealth Group
Georgia
$534K +$534K +5,400 New
BWM
396
BCS Wealth Management
Tennessee
$533K +$12.5K +127 +2%
PVAMC
397
PPS&V Asset Management Consultants
Michigan
$522K
MWM
398
Merriman Wealth Management
Washington
$520K -$13K -130 -2%
WB
399
WesBanco Bank
West Virginia
$515K
PWP
400
Perfromance Wealth Partners
Illinois
$500K -$35.9K -363 -7%