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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 %
WB
401
WesBanco Bank
West Virginia
$514K -$16.7K -164 -3%
First Manhattan
402
First Manhattan
New York
$514K
ACM
403
Advisors Capital Management
New Jersey
$513K +$81.6K +800 +19%
AOWM
404
Alpha Omega Wealth Management
Virginia
$512K +$10.5K +103 +2%
BWM
405
BCS Wealth Management
Tennessee
$511K -$38.8K -381 -7%
ZF
406
Zega Financial
Florida
$510K +$510K +4,999 New
WP
407
WealthSource Partners
California
$509K +$76.6K +751 +18%
SWRP
408
Summit Wealth & Retirement Planning
California
$509K -$1.84K -18 -0.4%
Nomura Asset Management
409
Nomura Asset Management
Japan
$509K
VFPW
410
Vantage Financial Partners (Wisconsin)
Wisconsin
$507K +$507K +4,972 New
MCCP
411
Mission Creek Capital Partners
California
$493K +$3.16K +31 +0.6%
AFG
412
Atomi Financial Group
New York
$490K -$2.96K -29 -0.6%
KWA
413
Kingswood Wealth Advisors
California
$489K +$31.8K +312 +7%
RIA
414
Richwood Investment Advisors
Ohio
$488K +$204 +2 +0%
GW
415
GW & Wade
Massachusetts
$471K +$471K +4,622 New
SFG
416
SNS Financial Group
Minnesota
$470K -$203K -1,995 -30%
SFG
417
Sovereign Financial Group
Connecticut
$464K +$464K +4,545 New
AWE
418
Avidian Wealth Enterprises
Texas
$462K +$188K +1,847 +69%
PWP
419
Perfromance Wealth Partners
Illinois
$460K -$55.5K -544 -11%
AAS
420
Ameritas Advisory Services
Nebraska
$445K +$44.2K +426 +11%
SWA
421
Stratos Wealth Advisors
Ohio
$444K -$45.1K -442 -9%
VC
422
Vicus Capital
Pennsylvania
$441K -$5.41K -53 -1%
PSF
423
Pacific Sun Financial
California
$440K
FNWM
424
Financial Network Wealth Management
Utah
$440K -$141K -1,387 -24%
WA
425
Wambolt & Associates
Colorado
$435K -$353K -3,460 -45%