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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 %
SC
376
Savant Capital
Illinois
$590K +$4.08K +40 +0.7%
WP
377
WealthShield Partners
North Carolina
$585K -$27.2K -267 -4%
Citigroup
378
Citigroup
New York
$584K +$584K +5,724 +114,480%
MCM
379
MAI Capital Management
Ohio
$582K -$8.77K -86 -1%
PWP
380
Pursue Wealth Partners
California
$578K
SWM
381
Sugarloaf Wealth Management
Georgia
$575K
SWM
382
Spire Wealth Management
Virginia
$572K +$1.64K +16 +0.3%
CAM
383
Creekmur Asset Management
Illinois
$569K +$569K +5,580 New
DWM
384
Destination Wealth Management
California
$566K +$9.08K +89 +2%
IPAM
385
Investment Partners Asset Management
New Jersey
$562K +$562K +5,514 New
TA
386
Tectonic Advisors
Texas
$561K +$105K +1,033 +23%
MOS
387
MGO One Seven
Ohio
$560K -$29.5K -289 -5%
LP
388
LGL Partners
Pennsylvania
$560K
VFG
389
Valley Financial Group
Pennsylvania
$560K +$560K +5,486 New
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$552K +$1.73K +17 +0.3%
CAWM
391
Capital Advisors Wealth Management
Washington
$545K -$64.6K -633 -11%
FA
392
Fermata Advisors
California
$544K -$15K -147 -3%
PVAMC
393
PPS&V Asset Management Consultants
Michigan
$541K +$2.75K +27 +0.5%
MCC
394
Money Concepts Capital
Florida
$540K +$313K +3,065 +137%
GWM
395
Gray Wealth Management
Maine
$540K -$96.4K -945 -15%
CFO
396
CVA Family Office
Colorado
$539K -$210K -2,055 -28%
MWM
397
Merriman Wealth Management
Washington
$530K
RBFC
398
Roman Butler Fullerton & Co
Missouri
$526K +$728 +7 +0.1%
CKAIS
399
Christensen King & Associates Investment Services
Washington
$526K +$526K +5,153 New
EA
400
Everpar Advisors
Oklahoma
$515K +$515K +5,054 New