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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 %
TW
426
TrinityPoint Wealth
Connecticut
$434K +$714 +7 +0.2%
MA
427
MCF Advisors
Kentucky
$433K
EFM
428
Eley Financial Management
Vermont
$432K +$4.9K +48 +1%
CWP
429
CFM Wealth Partners
Texas
$426K
OA
430
Operose Advisors
Wisconsin
$426K +$62K +608 +17%
CA
431
CGN Advisors
Kansas
$424K +$424K +4,159 New
SFA
432
Sequoia Financial Advisors
Ohio
$420K
TPI
433
Trust Point Inc
Wisconsin
$415K +$415K +4,068 New
ES
434
Eagle Strategies
New York
$414K -$45.9K -450 -10%
PWM
435
PBMares Wealth Management
Virginia
$413K +$5.3K +52 +1%
DAS
436
Dynamic Advisor Solutions
Arizona
$413K +$136K +1,309 +49%
GWM
437
Geneos Wealth Management
Colorado
$413K -$51.5K -505 -11%
CWS
438
Cypress Wealth Services
California
$413K -$17.3K -170 -4%
MM
439
Meridian Management
Arkansas
$413K
CWM
440
Calamos Wealth Management
Illinois
$408K -$171K -1,677 -30%
NP
441
NorthRock Partners
Minnesota
$406K +$43.9K +430 +12%
BFEC
442
Benjamin F. Edwards & Company
Missouri
$406K -$3.42M -33,539 -89%
FSA
443
Fort Sheridan Advisors
Illinois
$402K +$4.49K +44 +1%
NGA
444
Naples Global Advisors
Florida
$402K -$18.9K -185 -4%
OSAM
445
O'Shaughnessy Asset Management
Connecticut
$399K +$29.1K +285 +8%
HWA
446
HCR Wealth Advisors
California
$396K -$16K -157 -4%
GFS
447
GYL Financial Synergies
Connecticut
$394K -$77.5K -760 -16%
CWM
448
Cornerstone Wealth Management
Missouri
$390K -$39K -382 -9%
BCM
449
Brookstone Capital Management
Illinois
$388K -$129K -1,269 -25%
TFGT
450
TS Financial Group (TSFG)
Illinois
$384K