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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 %
CW
501
CreativeOne Wealth
Kansas
$301K +$24.6K +223 +9%
FIM
502
Fernwood Investment Management
Massachusetts
$298K
CA
503
Continuum Advisory
Idaho
$295K -$33.8K -307 -10%
WSTAM
504
Wilbanks Smith & Thomas Asset Management
Virginia
$294K +$75.5K +685 +34%
LWA
505
Lowe Wealth Advisors
Maryland
$292K -$2.76K -25 -0.9%
WA
506
Wambolt & Associates
Colorado
$292K -$177K -1,608 -38%
TA
507
TrueWealth Advisors
Alabama
$291K
ZB
508
Zions Bancorporation
Utah
$288K -$1.6M -14,529 -85%
HP
509
Holistic Planning
Texas
$287K +$4.63K +42 +2%
WCM
510
WealthBridge Capital Management
Ohio
$285K +$551 +5 +0.2%
SWA
511
SFMG Wealth Advisors
Texas
$284K +$441 +4 +0.2%
VR
512
Valued Retirements
Texas
$282K +$331 +3 +0.1%
FI
513
Financial Insights
Washington
$279K
EA
514
Everpar Advisors
Oklahoma
$278K -$279K -2,536 -50%
PWMAG
515
Pinnacle Wealth Management Advisory Group
New Jersey
$277K
MCCA
516
Mill Creek Capital Advisors
Pennsylvania
$276K -$58.4K -530 -17%
BP
517
BBR Partners
New York
$269K +$269K +2,443 New
CWA
518
Consilio Wealth Advisors
Washington
$268K -$43.4K -394 -14%
HAS
519
HBW Advisory Services
California
$268K
LPAM
520
Lodestar Private Asset Management
California
$267K +$1.98K +18 +0.7%
GEA
521
Glen Eagle Advisors
New Jersey
$267K +$164K +1,492 +161%
H
522
HoyleCohen
California
$265K
RFA
523
Resurgent Financial Advisors
Georgia
$265K +$99.4K +902 +60%
WI
524
Wintrust Investments
Illinois
$263K +$34.4K +313 +15%
SIAM
525
Sterling Investment Advisors (Missouri)
Missouri
$261K