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iShares Core High Dividend ETF

694 hedge funds and large institutions have $4.46B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-12
Holders Change %
-1.7%
% of All Funds
11.07%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.54%
New
47
Increased
165
Reduced
295
Closed
54
Calls
$17.8M
Puts
$2.13M
Net Calls
+$15.7M
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
476
Cardiff Park Advisors
California
$319K
QCM
477
Quantinno Capital Management
New York
$319K
IAIM
478
International Assets Investment Management
Florida
$315K -$2.49K -25 -0.8%
WTA
479
Washington Trust Advisors
Massachusetts
$315K
PCWA
480
Pacific Capital Wealth Advisors
California
$314K
JWA
481
JFS Wealth Advisors
Pennsylvania
$312K
C1AG
482
Client 1st Advisory Group
Florida
$312K -$91.4K -924 -23%
SWA
483
Sutton Wealth Advisors
Florida
$306K
BSW
484
Buckingham Strategic Wealth
Missouri
$306K +$46.7K +472 +18%
PCIA
485
Prime Capital Investment Advisors
Kansas
$306K -$9.99K -101 -3%
ICP
486
Interchange Capital Partners
Pennsylvania
$305K -$76.3K -772 -20%
FA
487
FDx Advisors
Illinois
$305K -$76.3K -772 -20%
CCM
488
Coldstream Capital Management
Washington
$304K -$9.89K -100 -3%
DC
489
Davenport & Co
Virginia
$301K +$12K +121 +4%
CIA
490
Compass Ion Advisors
Pennsylvania
$301K +$47.5K +480 +19%
BCA
491
Bay Colony Advisors
Massachusetts
$301K +$301K +3,039 New
AM
492
Atwater Malick
Pennsylvania
$300K
CNBTD
493
Citizens National Bank Trust Department
Mississippi
$299K
AWAG
494
ARS Wealth Advisors Group
Florida
$299K -$56.1K -567 -16%
TFS
495
Thoroughbred Financial Services
Tennessee
$297K +$50.2K +509 +20%
FCT
496
Family Capital Trust
Massachusetts
$297K
WT
497
Whittier Trust
California
$296K
PPP
498
Private Portfolio Partners
New Jersey
$295K -$19.8K -200 -6%
GA
499
Greytown Advisors
Florida
$295K
BWM
500
Birchcreek Wealth Management
Ohio
$292K -$199K -2,009 -40%