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iShares Core High Dividend ETF

717 hedge funds and large institutions have $4.72B invested in iShares Core High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+23
Holders Change %
+3.31%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.37%
New
85
Increased
215
Reduced
291
Closed
53
Calls
$54.2M
Puts
$1.8M
Net Calls
+$52.4M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MBT
526
Montecito Bank & Trust
California
$285K -$54.6K -535 -16%
WA
527
Wealthstar Advisors
Texas
$285K
PWM
528
Perigon Wealth Management
California
$284K -$291K -2,851 -51%
WT
529
Whittier Trust
California
$283K -$22.7K -223 -7%
VWA
530
Visionary Wealth Advisors
Illinois
$282K +$408 +4 +0.1%
BFA
531
Beacon Financial Advisory
Ohio
$276K -$16.6K -163 -6%
FIM
532
Fernwood Investment Management
Massachusetts
$275K
LWA
533
Lowe Wealth Advisors
Maryland
$273K
AWM
534
Apollon Wealth Management
South Carolina
$271K -$7.14K -70 -3%
TA
535
TrueWealth Advisors
Alabama
$270K
HAS
536
HBW Advisory Services
California
$268K +$5.01K +49 +2%
RWMH
537
Riverpoint Wealth Management Holdings
Illinois
$266K
CT
538
Colonial Trust
South Carolina
$265K +$168K +1,649 +173%
PPP
539
Private Portfolio Partners
New Jersey
$264K -$40.4K -396 -13%
WCM
540
WealthBridge Capital Management
Ohio
$264K +$1.53K +15 +0.6%
SWA
541
SFMG Wealth Advisors
Texas
$263K -$5K -49 -2%
BMA
542
Brooks Moore & Associates
Tennessee
$263K +$51K +500 +24%
Walleye Trading
543
Walleye Trading
New York
$262K -$91.8K -900 -26%
HP
544
Holistic Planning
Texas
$261K +$261K +2,561 New
VR
545
Valued Retirements
Texas
$261K +$261K +2,557 New
TFS
546
Thoroughbred Financial Services
Tennessee
$260K -$46.9K -460 -15%
AWA
547
Arete Wealth Advisors
Illinois
$259K +$259K +2,544 New
PCIA
548
Prime Capital Investment Advisors
Kansas
$258K -$57.3K -562 -18%
FI
549
Financial Insights
Washington
$258K
MW
550
Marcum Wealth
Ohio
$257K -$23.3K -228 -8%