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iShares Core High Dividend ETF

518 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
51
Increased
196
Reduced
156
Closed
37
Calls
$19.8M
Puts
$292K
Net Calls
+$19.5M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BIP
426
Blueprint Investment Partners
North Carolina
$156K +$156K +1,656 New
CA
427
Clearstead Advisors
Ohio
$153K +$1.23K +13 +0.8%
BAM
428
Belpointe Asset Management
Nevada
$150K +$28.3K +300 +23%
FRA
429
Front Row Advisors
California
$148K
MWM
430
Mascoma Wealth Management
New Hampshire
$146K +$146K +1,551 New
EW
431
Evoke Wealth
California
$141K
LFG
432
Larson Financial Group
Missouri
$130K -$9.8K -104 -7%
RCM
433
Rain Capital Management
Oregon
$118K
CIAS
434
Capital Investment Advisory Services
North Carolina
$114K -$1.03K -11 -0.9%
LWM
435
Liberty Wealth Management
California
$114K +$751 +8 +0.7%
AWM
436
Accel Wealth Management
Iowa
$113K +$283 +3 +0.3%
OSAM
437
O'Shaughnessy Asset Management
Connecticut
$112K +$848 +9 +0.8%
MCM
438
Manchester Capital Management
Vermont
$110K
Koshinski Asset Management
439
Koshinski Asset Management
Illinois
$106K +$106K +1,121 New
GWSG
440
GPS Wealth Strategies Group
Colorado
$105K -$11.8K -125 -10%
TWM
441
Tradition Wealth Management
Minnesota
$96K +$188 +2 +0.2%
CB
442
Community Bank
New York
$95K -$11.3K -120 -11%
AWM
443
Activest Wealth Management
Florida
$95K +$95K +1,008 New
WT
444
Whittier Trust
California
$92K
MHR
445
Matthew Hamilton Rosenberg
$89K
PP
446
PrairieView Partners
Minnesota
$87K -$661 -7 -0.8%
CFN
447
Cordasco Financial Network
Florida
$83K
KPCM
448
Kings Point Capital Management
New York
$80K
RE
449
RBC Europe
United Kingdom
$73.5K
NSIM
450
North Star Investment Management
Illinois
$66K