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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 %
FA
476
Fermata Advisors
California
$338K -$250K -2,268 -43%
MCA
477
Magnolia Capital Advisors
Mississippi
$338K +$9.18K +85 +3%
HI
478
Human Investing
Oregon
$336K +$882 +8 +0.3%
CNBTD
479
Citizens National Bank Trust Department
Mississippi
$333K
AG
480
Ascent Group
Virginia
$332K -$18.6K -169 -5%
FCT
481
Family Capital Trust
Massachusetts
$331K
LA
482
Latitude Advisors
Florida
$327K +$551 +5 +0.2%
NHC
483
Nicholas Hoffman & Company
Georgia
$327K +$1.21K +11 +0.4%
BC
484
Barrett & Company
Rhode Island
$324K +$1.1K +10 +0.3%
MPW
485
Monterey Private Wealth
California
$323K +$551 +5 +0.2%
MIC
486
Means Investment Company
Maine
$321K -$44.9K -407 -12%
GWP
487
Gen-Wealth Partners
Michigan
$320K +$320K +2,904 New
SCM
488
SOL Capital Management
Maryland
$320K
DJYG
489
David J. Yvars Group
Florida
$319K -$772 -7 -0.2%
HWA
490
HCR Wealth Advisors
California
$318K -$110K -1,000 -26%
VPP
491
Vertex Planning Partners
Illinois
$315K -$2.43K -22 -0.8%
WP
492
WealthShield Partners
North Carolina
$314K -$317K -2,879 -50%
CWP
493
CFM Wealth Partners
Texas
$313K -$148K -1,345 -32%
NRC
494
New Republic Capital
North Carolina
$311K -$73.8K -670 -19%
HH
495
Hilltop Holdings
Texas
$308K -$14.2K -129 -4%
SCA
496
Sandy Cove Advisors
Massachusetts
$308K +$308K +2,794 New
WT
497
Whittier Trust
California
$306K
MWM
498
Mission Wealth Management
California
$304K -$28.8K -261 -9%
PIM
499
Penobscot Investment Management
Massachusetts
$301K +$301K +2,734 New
BWM
500
Birchcreek Wealth Management
Ohio
$301K +$30.3K +275 +11%