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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 %
First Manhattan
401
First Manhattan
New York
$498K
MWM
402
Marion Wealth Management
Pennsylvania
$496K -$3.26K -33 -0.7%
SWRP
403
Summit Wealth & Retirement Planning
California
$495K -$65.3K -660 -12%
BCM
404
Brookstone Capital Management
Illinois
$495K -$124K -1,269 -20%
Nomura Asset Management
405
Nomura Asset Management
Japan
$493K -$186K -1,884 -27%
RBFC
406
Roman Butler Fullerton & Co
Missouri
$491K -$779 -8 -0.2%
AOWM
407
Alpha Omega Wealth Management
Virginia
$487K -$55.3K -559 -10%
SIC
408
Sigma Investment Counselors
Michigan
$482K -$76.6K -775 -14%
AFG
409
Atomi Financial Group
New York
$478K +$270K +2,731 +130%
MCCP
410
Mission Creek Capital Partners
California
$475K -$8.9K -90 -2%
SWA
411
Stratos Wealth Advisors
Ohio
$474K -$95.2K -963 -17%
RIA
412
Richwood Investment Advisors
Ohio
$473K -$6.43K -65 -1%
GFS
413
GYL Financial Synergies
Connecticut
$457K -$74.2K -750 -14%
KIA
414
KCM Investment Advisors
California
$452K
GWM
415
Geneos Wealth Management
Colorado
$451K -$230K -2,322 -34%
LWM
416
Liberty Wealth Management
California
$447K
ES
417
Eagle Strategies
New York
$446K +$5.64K +57 +1%
KWA
418
Kingswood Wealth Advisors
California
$444K +$444K +4,487 New
TA
419
Tectonic Advisors
Texas
$442K
VC
420
Vicus Capital
Pennsylvania
$432K +$494 +5 +0.1%
PSF
421
Pacific Sun Financial
California
$427K -$13.8K -140 -3%
MA
422
MCF Advisors
Kentucky
$425K
TW
423
TrinityPoint Wealth
Connecticut
$420K
WP
424
WealthSource Partners
California
$419K -$25.9K -262 -6%
ACM
425
Advisors Capital Management
New Jersey
$419K