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iShares Core High Dividend ETF

698 hedge funds and large institutions have $4.36B invested in iShares Core High Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 232 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
-11
Holders Change %
-1.55%
% of All Funds
10.15%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.31%
New
48
Increased
232
Reduced
258
Closed
49
Calls
$97.6M
Puts
$250K
Net Calls
+$97.3M
Net Calls Change
-$2.96M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
501
Sequoia Financial Advisors
Ohio
$281K -$104K -954 -27%
LA
502
Latitude Advisors
Florida
$281K -$41.9K -385 -13%
LPAM
503
Lodestar Private Asset Management
California
$279K +$16.1K +148 +6%
VR
504
Valued Retirements
Texas
$279K +$543 +5 +0.2%
CIA
505
Concurrent Investment Advisors
Florida
$277K -$57.3K -527 -17%
WI
506
Wintrust Investments
Illinois
$276K +$16.3K +150 +6%
LWA
507
Lowe Wealth Advisors
Maryland
$276K -$12.9K -119 -4%
VCP
508
Verus Capital Partners
Arizona
$275K +$275K +2,533 New
FI
509
Financial Insights
Washington
$275K
PWMAG
510
Pinnacle Wealth Management Advisory Group
New Jersey
$273K
KCM
511
Kathmere Capital Management
Pennsylvania
$272K +$272K +2,500 New
WA
512
Wambolt & Associates
Colorado
$271K -$16.9K -156 -6%
CWA
513
Consilio Wealth Advisors
Washington
$265K
GEA
514
Glen Eagle Advisors
New Jersey
$263K
VWA
515
Visionary Wealth Advisors
Illinois
$262K -$75.3K -693 -22%
SGCA
516
Steel Grove Capital Advisors
Tennessee
$262K -$351K -3,231 -57%
H
517
HoyleCohen
California
$261K
AWA
518
Arete Wealth Advisors
Illinois
$260K +$260K +2,394 New
1IA
519
1834 Investment Advisors
Wisconsin
$259K +$15.8K +145 +6%
SIAM
520
Sterling Investment Advisors (Missouri)
Missouri
$257K
HSA
521
HBK Sorce Advisory
Pennsylvania
$257K +$543 +5 +0.2%
AL
522
Aspiriant LLC
California
$252K
FFS
523
Founders Financial Securities
Maryland
$251K +$34.8K +320 +16%
TIAA Trust, National Association
524
TIAA Trust, National Association
North Carolina
$250K +$14.5K +133 +6%
HZ
525
Hixon Zuercher
Ohio
$249K