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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 %
WA
451
WBH Advisory
Maryland
$381K +$882 +8 +0.2%
CPSAC
452
Chas P. Smith & Associates (CPS)
Florida
$380K
CFO
453
CVA Family Office
Colorado
$376K -$207K -1,875 -35%
SMC
454
Smith, Moore & Co
Missouri
$373K +$551 +5 +0.1%
CAL
455
Capital Analysts LLC
Pennsylvania
$373K
HA
456
Hanover Advisors
South Carolina
$369K
MWM
457
Modera Wealth Management
New Jersey
$366K -$1.54K -14 -0.4%
WC
458
Waterloo Capital
Texas
$360K -$24.1K -219 -6%
QCM
459
Quantinno Capital Management
New York
$356K
PIA
460
Perennial Investment Advisors
California
$356K +$32.6K +296 +10%
VC
461
Vicus Capital
Pennsylvania
$354K -$122K -1,104 -26%
ICP
462
Interchange Capital Partners
Pennsylvania
$354K +$12.6K +114 +4%
JWA
463
JFS Wealth Advisors
Pennsylvania
$353K +$1.54K +14 +0.4%
AM
464
Atwater Malick
Pennsylvania
$353K
T
465
TNF
Montana
$352K -$13.4K -122 -4%
WTA
466
Washington Trust Advisors
Massachusetts
$351K
CHA
467
Carmichael Hill & Associates
Maryland
$344K +$441 +4 +0.1%
KFP
468
KMG Fiduciary Partners
Ohio
$343K -$10.7K -97 -3%
VWA
469
Visionary Wealth Advisors
Illinois
$343K +$37.6K +341 +12%
SIC
470
Sigma Investment Counselors
Michigan
$341K -$40.4K -367 -11%
CIA
471
Concurrent Investment Advisors
Florida
$338K -$24.9K -226 -7%
WA
472
Wealthstar Advisors
Texas
$338K +$30.7K +279 +10%
NEPWA
473
New England Private Wealth Advisors
Massachusetts
$338K -$110 -1 -0%
BCA
474
Bay Colony Advisors
Massachusetts
$338K +$1.98K +18 +0.6%
HIC
475
Hartline Investment Corp
Illinois
$338K +$338K +3,068 New