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iShares Core High Dividend ETF

709 hedge funds and large institutions have $4.57B invested in iShares Core High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 238 increasing their positions, 278 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
-8
Holders Change %
-1.12%
% of All Funds
10.28%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
56
Increased
238
Reduced
278
Closed
53
Calls
$103M
Puts
$3.02M
Net Calls
+$100M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
426
Ameritas Advisory Services
Nebraska
$431K -$33.5K -309 -7%
SWRP
427
Summit Wealth & Retirement Planning
California
$430K -$120K -1,093 -22%
GWM
428
Geneos Wealth Management
Colorado
$428K -$18.1K -164 -4%
GFS
429
GYL Financial Synergies
Connecticut
$425K
MWP
430
Madison Wealth Partners
Wisconsin
$424K +$16.5K +150 +4%
BMA
431
Brooks Moore & Associates
Tennessee
$423K +$139K +1,265 +49%
BCM
432
Brookstone Capital Management
Illinois
$422K +$2.76K +25 +0.7%
CCM
433
Coldstream Capital Management
Washington
$416K +$65.7K +596 +19%
ZIG
434
Zullo Investment Group
Pennsylvania
$413K
TC
435
Trust Company
Kansas
$406K
TFGT
436
TS Financial Group (TSFG)
Illinois
$404K -$11K -100 -3%
FCM
437
Firestone Capital Management
Florida
$397K
EWM
438
Empirical Wealth Management
Washington
$395K +$123K +1,112 +45%
PWM
439
Perigon Wealth Management
California
$392K +$84.9K +770 +28%
CPIG
440
Chicago Partners Investment Group
Illinois
$392K +$2.51K +23 +0.6%
SFA
441
Sequoia Financial Advisors
Ohio
$390K -$63.7K -578 -14%
CA
442
Clearstead Advisors
Ohio
$388K -$5.75K -52 -1%
SC
443
Sykon Capital
New York
$386K +$52.9K +480 +16%
CAM
444
Concorde Asset Management
Michigan
$386K
GS
445
GTS Securities
New York
$385K +$385K +3,497 New
GP
446
Greenline Partners
New York
$385K
FFA
447
Farther Finance Advisors
California
$384K -$1.1K -10 -0.3%
CWS
448
Cypress Wealth Services
California
$383K -$62.9K -571 -14%
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$382K +$15.9K +144 +4%
KP
450
Kitching Partners
Pennsylvania
$381K +$2.87K +26 +0.8%