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iShares Core High Dividend ETF

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.36%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
26
Mariner
Kansas
$32.7M +$11M +107,892 +50%
FMLI
27
Fukoku Mutual Life Insurance
Japan
$32.1M
RJA
28
Raymond James & Associates
Florida
$31.8M +$4.61M +45,350 +17%
SPIA
29
Steward Partners Investment Advisory
New York
$31.4M -$1.05M -10,344 -3%
HCM
30
Hengehold Capital Management
Ohio
$31.2M -$14.9M -146,535 -32%
MML Investors Services
31
MML Investors Services
Massachusetts
$30.4M -$11.3M -111,434 -27%
WBG
32
Wharton Business Group
Pennsylvania
$26.2M +$188K +1,850 +0.7%
WA
33
Waverly Advisors
Alabama
$25.4M -$2.97M -29,232 -10%
AWS
34
Atria Wealth Solutions
New York
$24.9M -$1.73M -17,059 -6%
SFG
35
SNS Financial Group
Minnesota
$24.2M -$875K -8,609 -3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$23.9M -$1.65M -16,232 -6%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$23.8M -$85.3K -839 -0.4%
AAS
38
Avantax Advisory Services
Texas
$23.8M +$2.26M +22,193 +10%
RW
39
Regimen Wealth
Georgia
$22.2M +$4.77M +45,046 +27%
SB
40
Simmons Bank
Arkansas
$20.3M -$3.24M -31,835 -14%
EWA
41
EP Wealth Advisors
California
$20.2M +$19.5M +66,151 +3,018%
Creative Planning
42
Creative Planning
Kansas
$19.8M -$1.33M -13,082 -6%
SS
43
Simplicity Solutions
Minnesota
$19.7M +$19.7M +194,246 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$18.2M +$13.1M +128,497 +255%
OPS
45
Orion Portfolio Solutions
Nebraska
$16.9M -$19M -187,036 -53%
BCI
46
Brinker Capital Investments
Pennsylvania
$16.9M -$6.6M -64,902 -28%
HCP
47
Holt Capital Partners
Texas
$16.8M +$84.7K +833 +0.5%
GWM
48
GDS Wealth Management
Texas
$16.8M +$799K +7,863 +5%
KAS
49
Kestra Advisory Services
Texas
$16.6M -$28M -274,983 -63%
AllianceBernstein
50
AllianceBernstein
Tennessee
$16.5M +$5.68M +55,887 +53%