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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 %
SMC
476
Smith, Moore & Co
Missouri
$345K -$18.3K -179 -5%
DC
477
Davenport & Co
Virginia
$342K +$32.3K +317 +10%
HA
478
Hanover Advisors
South Carolina
$342K +$342K +3,350 New
MWM
479
Meridian Wealth Management
Kentucky
$341K -$2.86K -28 -0.8%
TC
480
TownSquare Capital
Utah
$341K -$5K -49 -1%
MWM
481
Modera Wealth Management
New Jersey
$340K
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$339K -$17.8K -175 -5%
MIC
483
Means Investment Company
Maine
$338K +$6.73K +66 +2%
CWG
484
Crown Wealth Group
North Carolina
$337K -$51K -500 -13%
CIA
485
Concurrent Investment Advisors
Florida
$336K +$336K +3,297 New
AWAG
486
ARS Wealth Advisors Group
Florida
$333K +$24.4K +239 +8%
AG
487
Ascent Group
Virginia
$331K -$27.8K -267 -8%
CCM
488
Crabel Capital Management
California
$331K +$331K +3,248 New
CPA
489
Cardiff Park Advisors
California
$329K
QCM
490
Quantinno Capital Management
New York
$329K
KFP
491
KMG Fiduciary Partners
Ohio
$327K -$16.8K -165 -5%
AM
492
Atwater Malick
Pennsylvania
$327K +$17.6K +173 +6%
Renaissance Technologies
493
Renaissance Technologies
New York
$326K +$326K +3,200 New
JWA
494
JFS Wealth Advisors
Pennsylvania
$325K +$3.98K +39 +1%
CCM
495
Coldstream Capital Management
Washington
$325K +$11K +108 +4%
WTA
496
Washington Trust Advisors
Massachusetts
$325K
ICP
497
Interchange Capital Partners
Pennsylvania
$319K +$1.34K +13 +0.4%
FA
498
FDx Advisors
Illinois
$319K +$4.18K +41 +1%
MCA
499
Magnolia Capital Advisors
Mississippi
$319K +$4.71K +45 +2%
CHA
500
Carmichael Hill & Associates
Maryland
$318K -$13.1K -128 -4%