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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 %
SWA
526
SFMG Wealth Advisors
Texas
$260K
ZB
527
Zions Bancorporation
Utah
$259K
RWMH
528
Riverpoint Wealth Management Holdings
Illinois
$258K
FIA
529
FNY Investment Advisers
New York
$257K +$257K +2,600 New
CG
530
Colony Group
Massachusetts
$255K -$410K -4,142 -62%
HAS
531
HBW Advisory Services
California
$255K
WCM
532
WealthBridge Capital Management
Ohio
$254K -$9.89K -100 -4%
GCM
533
Gallacher Capital Management
Colorado
$251K -$251K -2,543 -50%
MCCA
534
Mill Creek Capital Advisors
Pennsylvania
$247K
LFP
535
Leeward Financial Partners
Washington
$247K -$433K -4,382 -64%
EWM
536
Empirical Wealth Management
Washington
$245K
FI
537
Financial Insights
Washington
$241K -$233K -2,444 -49%
MWM
538
Mission Wealth Management
California
$239K
H
539
HoyleCohen
California
$238K
CWA
540
Consilio Wealth Advisors
Washington
$236K
LPAM
541
Lodestar Private Asset Management
California
$236K
SIAM
542
Sterling Investment Advisors (Missouri)
Missouri
$234K
HSA
543
HBK Sorce Advisory
Pennsylvania
$232K
MGIA
544
Moneta Group Investment Advisors
Missouri
$232K -$332K -3,355 -59%
1IA
545
1834 Investment Advisors
Wisconsin
$232K +$232K +2,341 New
MMA
546
Miracle Mile Advisors
California
$230K
SSWM
547
Smith Salley Wealth Management
North Carolina
$229K
AL
548
Aspiriant LLC
California
$229K
CCA
549
Childress Capital Advisors
Texas
$228K -$531K -5,371 -70%
CB
550
Community Bank
New York
$226K -$7.91K -80 -3%