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iShares Core High Dividend ETF

728 hedge funds and large institutions have $7.65B invested in iShares Core High Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 323 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+120
Holders Change %
+19.74%
% of All Funds
12.31%
Holding in Top 10
52
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+92.59%
% of All Funds
0.88%
New
170
Increased
323
Reduced
120
Closed
42
Calls
$16.1M
Puts
$3.44M
Net Calls
+$12.6M
Net Calls Change
-$67.1M
Name Holding Trade Value Shares
Change
Shares
Change %
UWM
451
Urban Wealth Management
California
$498K +$498K +4,955 New
SIC
452
Sigma Investment Counselors
Michigan
$496K
DJYG
453
David J. Yvars Group
Florida
$495K +$100K +987 +25%
JWA
454
JFS Wealth Advisors
Pennsylvania
$493K
APC
455
Aspire Private Capital
North Carolina
$490K -$5.52K -55 -1%
SAS
456
Sanford Advisory Services
Michigan
$480K +$5.63K +56 +1%
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$478K -$4.52K -45 -0.9%
RIA
458
Richwood Investment Advisors
Ohio
$474K
PFGIA
459
Patriot Financial Group Insurance Agency
Massachusetts
$472K +$443K +4,409 +1,536%
CWM
460
Cornerstone Wealth Management
Missouri
$467K +$48.7K +484 +12%
FA
461
FDx Advisors
Illinois
$466K +$466K +4,645 New
NGA
462
Naples Global Advisors
Florida
$465K +$15.8K +157 +4%
PSF
463
Pacific Sun Financial
California
$463K +$17.1K +170 +4%
RF
464
RHS Financial
California
$462K +$462K +4,600 New
BF
465
BOK Financial
Oklahoma
$460K +$56.8K +566 +14%
WA
466
WBH Advisory
Maryland
$451K +$91.8K +915 +26%
NP
467
NorthRock Partners
Minnesota
$446K -$307K -3,058 -41%
BFA
468
Beacon Financial Advisory
Ohio
$444K +$169K +1,686 +62%
Marshall Wace
469
Marshall Wace
United Kingdom
$442K -$887K -8,827 -67%
EWM
470
Empirical Wealth Management
Washington
$442K
AWM
471
Angeles Wealth Management
California
$442K +$442K +4,400 New
RBFC
472
Roman Butler Fullerton & Co
Missouri
$439K -$23K -230 -5%
VAM
473
Vienna Asset Management
California
$439K +$439K +4,376 New
SIA
474
Soltis Investment Advisors
Utah
$437K +$48.3K +481 +12%
TP
475
Tranquility Partners
Tennessee
$435K