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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 %
EFM
426
Eley Financial Management
Vermont
$417K -$6.57K -66 -2%
CWS
427
Cypress Wealth Services
California
$417K -$385K -3,896 -48%
CWM
428
Cornerstone Wealth Management
Missouri
$416K -$138K -1,397 -25%
TVAMP
429
Tennessee Valley Asset Management Partners
Tennessee
$415K +$12.5K +126 +3%
CWP
430
CFM Wealth Partners
Texas
$413K
NGA
431
Naples Global Advisors
Florida
$413K +$900 +9 +0.2%
SFA
432
Sequoia Financial Advisors
Ohio
$407K +$112K +1,128 +38%
TIAA Trust, National Association
433
TIAA Trust, National Association
North Carolina
$405K +$405K +4,099 New
HWA
434
HCR Wealth Advisors
California
$400K +$198 +2 +0%
PWM
435
PBMares Wealth Management
Virginia
$396K
MM
436
Meridian Management
Arkansas
$396K
CIA
437
Capital Investment Advisors
Georgia
$394K
MFS
438
Madrona Financial Services
Washington
$392K
PFA
439
Pettinga Financial Advisors
Indiana
$390K -$14.8K -150 -4%
WA
440
WBH Advisory
Maryland
$389K +$3.86K +39 +1%
WP
441
Wealthspan Partners
Iowa
$388K -$19.5K -197 -5%
FSA
442
Fort Sheridan Advisors
Illinois
$386K +$4.75K +48 +1%
BWL
443
Bogart Wealth LLC
Virginia
$385K -$635K -6,417 -62%
AAS
444
Ameritas Advisory Services
Nebraska
$380K +$69.3K +705 +22%
CWG
445
Crown Wealth Group
North Carolina
$376K +$376K +3,804 New
TFGT
446
TS Financial Group (TSFG)
Illinois
$372K
ZIG
447
Zullo Investment Group
Pennsylvania
$371K
MWP
448
Madison Wealth Partners
Wisconsin
$366K
TC
449
Trust Company
Kansas
$364K
OSAM
450
O'Shaughnessy Asset Management
Connecticut
$359K +$15.8K +160 +5%