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iShares Core High Dividend ETF

702 hedge funds and large institutions have $6.33B invested in iShares Core High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 267 increasing their positions, 252 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
-26
Holders Change %
-3.57%
% of All Funds
12.14%
Holding in Top 10
39
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25%
% of All Funds
0.67%
New
64
Increased
267
Reduced
252
Closed
76
Calls
$41.7M
Puts
$10M
Net Calls
+$31.7M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
476
WBH Advisory
Maryland
$399K -$11.6K -127 -3%
SIA
477
Soltis Investment Advisors
Utah
$399K +$1.74K +19 +0.4%
TP
478
Tranquility Partners
Tennessee
$396K
TCA
479
Transcend Capital Advisors
New Jersey
$393K -$300K -3,293 -43%
IWN
480
Independent Wealth Network
Iowa
$392K +$103K +1,126 +36%
WAOTB
481
Wealth Advisors of Tampa Bay
Florida
$390K -$390K -4,277 -50%
MA
482
MCF Advisors
Kentucky
$388K
FA
483
Flagstar Advisors
New York
$384K +$8.86K +97 +2%
RFA
484
Resurgent Financial Advisors
Georgia
$382K +$81.3K +892 +27%
TC
485
Trust Company
Kansas
$381K +$20.1K +220 +6%
TW
486
TrinityPoint Wealth
Connecticut
$379K +$3.19K +35 +0.8%
SP
487
Successful Portfolios
Florida
$373K -$90.6K -993 -20%
CFD
488
Creative Financial Designs
Indiana
$373K +$118K +1,289 +46%
RF
489
RHS Financial
California
$371K -$48.7K -534 -12%
ICP
490
Interchange Capital Partners
Pennsylvania
$371K +$140K +1,535 +61%
HWA
491
HCR Wealth Advisors
California
$369K
BF
492
BOK Financial
Oklahoma
$367K -$51.7K -566 -12%
PIA
493
Perennial Investment Advisors
California
$367K +$97.5K +1,067 +36%
MM
494
Meridian Management
Arkansas
$365K
ACM
495
Advisors Capital Management
New Jersey
$360K +$360K +3,419 New
PWM
496
PBMares Wealth Management
Virginia
$358K +$132K +1,452 +59%
LSPW
497
Lake Street Private Wealth
Illinois
$352K +$58.7K +642 +20%
MFS
498
Madrona Financial Services
Washington
$351K +$4.56K +50 +1%
TVAMP
499
Tennessee Valley Asset Management Partners
Tennessee
$348K -$8.39K -92 -2%
MWM
500
Merriman Wealth Management
Washington
$344K