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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 %
HSA
526
HBK Sorce Advisory
Pennsylvania
$260K +$551 +5 +0.2%
KWA
527
Kellett Wealth Advisors
Ohio
$259K -$50.9K -462 -16%
AL
528
Aspiriant LLC
California
$255K
HZ
529
Hixon Zuercher
Ohio
$253K +$2.76K +25 +1%
IAG
530
Investmark Advisory Group
Connecticut
$251K +$110 +1 +0%
PFA
531
Pettinga Financial Advisors
Indiana
$251K -$21.5K -195 -8%
AWM
532
Able Wealth Management
New Jersey
$249K -$67.2K -610 -21%
C1AG
533
Client 1st Advisory Group
Florida
$248K -$25.3K -230 -9%
1IA
534
1834 Investment Advisors
Wisconsin
$247K -$14.3K -130 -5%
TFS
535
Thoroughbred Financial Services
Tennessee
$246K -$34K -310 -12%
GI
536
Gradient Investments
Minnesota
$245K -$64.3K -583 -21%
HFA
537
High Falls Advisors
New York
$244K +$1.87K +17 +0.8%
MSA
538
Marino Stram & Associates
Massachusetts
$244K +$220 +2 +0.1%
CFP
539
Cascade Financial Partners
California
$244K +$244K +2,280 New
PPP
540
Private Portfolio Partners
New Jersey
$243K -$42.7K -387 -15%
LMKC
541
L.M. Kohn & Company
Ohio
$242K
SAG
542
SageView Advisory Group
California
$242K -$2.51M -43,548 -91%
JIC
543
Johnson Investment Counsel
Ohio
$241K
TIAA Trust, National Association
544
TIAA Trust, National Association
North Carolina
$239K -$5.51K -50 -2%
QPWM
545
Quadrant Private Wealth Management
Pennsylvania
$238K -$26.6K -241 -10%
Bank of Nova Scotia
546
Bank of Nova Scotia
Ontario, Canada
$238K
CGA
547
Crescent Grove Advisors
Illinois
$237K +$237K +2,149 New
CWG
548
Cornerstone Wealth Group
North Carolina
$236K +$236K +2,143 New
IAIM
549
International Assets Investment Management
Florida
$233K -$84.8K -771 -27%
Koshinski Asset Management
550
Koshinski Asset Management
Illinois
$232K +$232K +2,102 New