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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 %
ZIG
451
Zullo Investment Group
Pennsylvania
$382K
TSS
452
Two Sigma Securities
New York
$379K +$379K +3,713 New
MWP
453
Madison Wealth Partners
Wisconsin
$377K
TC
454
Trust Company
Kansas
$376K
FCM
455
Firestone Capital Management
Florida
$367K
TFA
456
TPG Financial Advisors
Oregon
$367K +$367K +3,525 New
CPIG
457
Chicago Partners Investment Group
Illinois
$365K -$1.35M -13,162 -79%
VAS
458
Vestmark Advisory Solutions
Massachusetts
$364K +$364K +3,565 New
NW
459
NewEdge Wealth
Pennsylvania
$364K +$364K +3,565 New
CA
460
Clearstead Advisors
Ohio
$363K -$3.9M -38,258 -91%
LSPW
461
Lake Street Private Wealth
Illinois
$362K -$1.02K -10 -0.3%
PA
462
Paragon Advisors
Texas
$358K +$358K +3,512 New
FFA
463
Farther Finance Advisors
California
$357K +$11.4K +112 +3%
CAM
464
Concorde Asset Management
Michigan
$357K -$11K -108 -3%
GP
465
Greenline Partners
New York
$357K
NRC
466
New Republic Capital
North Carolina
$356K -$444K -4,355 -56%
WC
467
Waterloo Capital
Texas
$355K +$355K +3,482 New
SIC
468
Sigma Investment Counselors
Michigan
$353K -$144K -1,409 -29%
CPSAC
469
Chas P. Smith & Associates (CPS)
Florida
$352K
GCIM
470
Gunn & Company Investment Management
Florida
$352K +$352K +3,448 New
WA
471
WBH Advisory
Maryland
$351K -$49.6K -486 -12%
KP
472
Kitching Partners
Pennsylvania
$350K +$350K +3,431 New
CIA
473
Capital Investment Advisors
Georgia
$349K -$58K -569 -14%
T
474
TNF
Montana
$347K -$2.92K -28 -0.8%
CAL
475
Capital Analysts LLC
Pennsylvania
$345K +$338K +3,311 +4,730%