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iShares Core High Dividend ETF

764 hedge funds and large institutions have $4.86B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 240 increasing their positions, 265 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+36
Holders Change %
+4.95%
% of All Funds
10.17%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
108
Increased
240
Reduced
265
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DJYG
401
David J. Yvars Group
Florida
$534K +$205K +1,826 +62%
CA
402
CGN Advisors
Kansas
$533K +$40.5K +361 +8%
GWM
403
GDS Wealth Management
Texas
$533K -$63.3K -564 -11%
AAS
404
Annex Advisory Services
Wisconsin
$529K +$529K +4,714 New
Bank of Nova Scotia
405
Bank of Nova Scotia
Ontario, Canada
$526K
BFG
406
Bleakley Financial Group
New Jersey
$525K +$297K +2,649 +130%
SWM
407
Spire Wealth Management
Virginia
$525K -$275K -2,454 -34%
FFS
408
Founders Financial Securities
Maryland
$525K +$301K +2,680 +134%
NP
409
NorthRock Partners
Minnesota
$521K
KPWS
410
Kestra Private Wealth Services
Texas
$519K -$14K -125 -3%
AAS
411
Ameritas Advisory Services
Nebraska
$517K -$19.3K -172 -4%
IPW
412
Impact Partnership Wealth
Georgia
$516K +$516K +4,595 New
HWA
413
HCR Wealth Advisors
California
$515K
USCWA
414
U.S. Capital Wealth Advisors
Texas
$514K +$47K +419 +10%
PWM
415
PMG Wealth Management
Illinois
$511K +$511K +4,550 New
BWM
416
BCS Wealth Management
Tennessee
$507K -$46.2K -412 -8%
VC
417
Vicus Capital
Pennsylvania
$501K +$10.7K +95 +2%
CAM
418
Creekmur Asset Management
Illinois
$499K -$104K -924 -17%
PWMAG
419
Pinnacle Wealth Management Advisory Group
New Jersey
$496K +$210K +1,875 +74%
ES
420
Eagle Strategies
New York
$489K +$29.5K +263 +6%
CIAS
421
CFS Investment Advisory Services
New Jersey
$488K +$488K +4,343 New
OC
422
Oppenheimer & Co
New York
$486K +$337 +3 +0.1%
FNWM
423
Financial Network Wealth Management
Utah
$485K
VFPW
424
Vantage Financial Partners (Wisconsin)
Wisconsin
$485K -$39.2K -349 -7%
TCM
425
Tassel Capital Management
North Carolina
$477K +$477K +4,245 New