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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 %
PIA
501
Perennial Investment Advisors
California
$290K
NHC
502
Nicholas Hoffman & Company
Georgia
$289K
MPW
503
Monterey Private Wealth
California
$288K
SCM
504
SOL Capital Management
Maryland
$287K
BC
505
Barrett & Company
Rhode Island
$286K
LOIP
506
Live Oak Investment Partners
Texas
$286K -$302K
MCA
507
Magnolia Capital Advisors
Mississippi
$285K -$12.3K -130 -4%
DJYG
508
David J. Yvars Group
Florida
$284K -$74.2K -750 -21%
BFA
509
Beacon Financial Advisory
Ohio
$283K -$1.48K -15 -0.5%
WA
510
Wealthstar Advisors
Texas
$276K
QPWM
511
Quadrant Private Wealth Management
Pennsylvania
$276K -$15.4K -154 -5%
GI
512
Gradient Investments
Minnesota
$274K
JIC
513
Johnson Investment Counsel
Ohio
$274K
CW
514
CreativeOne Wealth
Kansas
$274K -$39.6K -400 -13%
VWA
515
Visionary Wealth Advisors
Illinois
$273K -$12.9K -130 -4%
MW
516
Marcum Wealth
Ohio
$271K
AWM
517
Apollon Wealth Management
South Carolina
$270K -$972K -9,833 -78%
FIM
518
Fernwood Investment Management
Massachusetts
$267K -$9.89K -100 -4%
WSTAM
519
Wilbanks Smith & Thomas Asset Management
Virginia
$267K -$18.4K -186 -6%
AWE
520
Avidian Wealth Enterprises
Texas
$265K +$28.3K +286 +12%
LWA
521
Lowe Wealth Advisors
Maryland
$265K -$2.97K -30 -1%
SCA
522
Sandy Cove Advisors
Massachusetts
$265K
DAS
523
Dynamic Advisor Solutions
Arizona
$264K -$68.9K -697 -21%
FHA
524
First Horizon Advisors
Tennessee
$264K +$83.5K +844 +46%
TA
525
TrueWealth Advisors
Alabama
$261K