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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 %
MWM
501
Modera Wealth Management
New Jersey
$339K
ZIG
502
Zullo Investment Group
Pennsylvania
$338K
MIC
503
Means Investment Company
Maine
$336K +$4.02K +44 +1%
MW
504
Marcum Wealth
Ohio
$335K +$1.1K +12 +0.3%
CAM
505
Covenant Asset Management
New Jersey
$331K
FCM
506
Firestone Capital Management
Florida
$329K
VBFP
507
Valtinson Bruner Financial Planning
Minnesota
$326K +$94.2K +1,031 +41%
MCA
508
Magnolia Capital Advisors
Mississippi
$322K -$91 -1 -0%
NP
509
NorthRock Partners
Minnesota
$321K -$84.4K -924 -21%
MWM
510
Meridian Wealth Management
Kentucky
$316K -$22K -241 -7%
WCM
511
WealthBridge Capital Management
Ohio
$315K
SMC
512
Smith, Moore & Co
Missouri
$315K +$17.6K +193 +6%
IC
513
IEQ Capital
California
$311K +$311K +3,412 New
FCI
514
Financial Counselors Inc
Kansas
$303K +$50.9K +558 +20%
TPWA
515
TRUE Private Wealth Advisors
Oregon
$301K -$74.4K -817 -20%
SAM
516
Strategic Asset Management
Minnesota
$301K +$271K +2,964 +904%
BC
517
Barrett & Company
Rhode Island
$299K +$299K +2,869 New
MWP
518
Madison Wealth Partners
Wisconsin
$299K +$8.22K +90 +3%
CAL
519
Capital Analysts LLC
Pennsylvania
$298K +$41.5K +455 +16%
CPA
520
Cardiff Park Advisors
California
$295K
RF
521
Resolute Financial
Massachusetts
$295K +$1.55K +17 +0.5%
EWM
522
Empirical Wealth Management
Washington
$294K -$108K -1,180 -27%
VCP
523
Verus Capital Partners
Arizona
$294K -$48.4K -530 -14%
CIA
524
Capital Investment Advisors
Georgia
$292K -$47.8K -523 -14%
AM
525
Atwater Malick
Pennsylvania
$291K +$7.49K +82 +3%