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iShares Core High Dividend ETF

764 hedge funds and large institutions have $4.86B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 240 increasing their positions, 265 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+36
Holders Change %
+4.95%
% of All Funds
10.17%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
108
Increased
240
Reduced
265
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LOIP
526
Live Oak Investment Partners
Texas
$312K -$305K
VPP
527
Vertex Planning Partners
Illinois
$307K -$14.4K -128 -4%
BHPW
528
Beverly Hills Private Wealth
California
$305K +$305K +2,718 New
LPAM
529
Lodestar Private Asset Management
California
$305K +$3.03K +27 +1%
KP
530
Kitching Partners
Pennsylvania
$304K -$17.6K -157 -5%
FA
531
Fermata Advisors
California
$302K -$8.08K -72 -3%
HAS
532
HBW Advisory Services
California
$301K +$2.7K +24 +0.9%
SWA
533
SFMG Wealth Advisors
Texas
$297K +$2.58K +23 +0.9%
TA
534
TrueWealth Advisors
Alabama
$297K
NA
535
Note Advisors
New York
$294K +$294K +2,623 New
VR
536
Valued Retirements
Texas
$294K +$561 +5 +0.2%
WCM
537
WealthBridge Capital Management
Ohio
$293K +$898 +8 +0.3%
PWP
538
Perfromance Wealth Partners
Illinois
$289K -$27.6K -246 -9%
AWM
539
Apollon Wealth Management
South Carolina
$289K +$80.5K +717 +39%
FI
540
Financial Insights
Washington
$284K
Betterment LLC
541
Betterment LLC
New York
$283K +$283K +2,521 New
LWA
542
Lowe Wealth Advisors
Maryland
$282K
NAM
543
NorthCrest Asset Manangement
Minnesota
$281K
SPF
544
South Plains Financial
Texas
$276K +$276K +2,455 New
CWA
545
Consilio Wealth Advisors
Washington
$273K
VWA
546
Visionary Wealth Advisors
Illinois
$273K +$1.91K +17 +0.7%
MC
547
McCarthy & Cox
Ohio
$273K
ESB
548
Essex Savings Bank
Connecticut
$272K
GEA
549
Glen Eagle Advisors
New Jersey
$272K +$112 +1 +0%
FFO
550
Fortitude Family Office
Arizona
$268K +$34.8K +310 +15%