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iShares Core High Dividend ETF

702 hedge funds and large institutions have $6.33B invested in iShares Core High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 267 increasing their positions, 252 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
-26
Holders Change %
-3.57%
% of All Funds
12.14%
Holding in Top 10
39
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25%
% of All Funds
0.67%
New
64
Increased
267
Reduced
252
Closed
76
Calls
$41.7M
Puts
$10M
Net Calls
+$31.7M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
426
FLC Capital Advisors
California
$502K +$502K +5,502 New
MA
427
MUFG Americas
New York
$501K +$4.56K +50 +0.9%
CAM
428
Cresset Asset Management
Illinois
$500K +$23.6K +258 +5%
SVWAG
429
Sound View Wealth Advisors Group
Georgia
$499K -$3.66K -40 -0.7%
DAS
430
Dynamic Advisor Solutions
Arizona
$498K +$104K +1,140 +26%
CAM
431
Concorde Asset Management
Michigan
$490K -$345K -3,769 -41%
AAS
432
Ameritas Advisory Services
Nebraska
$490K -$18K -197 -4%
KIA
433
KCM Investment Advisors
California
$488K +$148K +1,625 +44%
WB
434
WesBanco Bank
West Virginia
$485K -$15K -164 -3%
MCM
435
MAI Capital Management
Ohio
$483K +$822 +9 +0.2%
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$479K -$511K -5,602 -52%
HFG
437
Heron Financial Group
New York
$479K -$1.83K -20 -0.4%
GWM
438
Greenwich Wealth Management
Connecticut
$475K +$246K +2,697 +107%
AIM
439
Anchor Investment Management
South Carolina
$475K +$22K +241 +5%
PG
440
Patten Group
Tennessee
$472K +$2.75K +29 +0.6%
TA
441
Tectonic Advisors
Texas
$470K -$731 -8 -0.2%
WIA
442
World Investment Advisors
California
$465K -$714K -7,826 -61%
FI
443
Financial Insights
Washington
$459K -$456 -5 -0.1%
First Manhattan
444
First Manhattan
New York
$459K
RCM
445
Raleigh Capital Management
North Carolina
$454K -$119K -1,306 -21%
MWM
446
Marion Wealth Management
Pennsylvania
$454K -$32.8K -359 -7%
SWRP
447
Summit Wealth & Retirement Planning
California
$452K +$452K +4,955 New
SIC
448
Sigma Investment Counselors
Michigan
$451K
JWA
449
JFS Wealth Advisors
Pennsylvania
$448K
AG
450
Ascent Group
Virginia
$447K -$145K -1,405 -24%