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iShares Core High Dividend ETF

706 hedge funds and large institutions have $4.67B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 273 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
11.13%
Holding in Top 10
36
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.2%
% of All Funds
0.57%
New
53
Increased
226
Reduced
273
Closed
49
Calls
$12.1M
Puts
$2.08M
Net Calls
+$10M
Net Calls Change
-$43.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SFI
551
SPC Financial Inc
Maryland
$224K
BMCM
552
Bryn Mawr Capital Management
Pennsylvania
$224K +$10.1K +100 +5%
EWM
553
EPG Wealth Management
Georgia
$222K +$1.11K +11 +0.5%
LMKC
554
L.M. Kohn & Company
Ohio
$222K
BJL
555
Brighton Jones LLC
Washington
$221K +$1.11K +11 +0.5%
MCC
556
Money Concepts Capital
Florida
$220K +$220K +2,184 New
AWM
557
Aprio Wealth Management
Georgia
$218K +$218K +2,167 New
FCA
558
FLC Capital Advisors
California
$218K -$103K -1,023 -32%
HFA
559
High Falls Advisors
New York
$217K +$1.71K +17 +0.8%
PIM
560
Provident Investment Management
Michigan
$217K +$5.04K +50 +2%
Fisher Asset Management
561
Fisher Asset Management
Washington
$213K +$213K +2,116 New
AFG
562
Atomi Financial Group
New York
$212K -$4.94K -49 -2%
MC
563
Moors & Cabot
Massachusetts
$211K
UB
564
UMB Bank
Missouri
$210K
SAM
565
Smithbridge Asset Management
Pennsylvania
$208K
TCBWMS
566
Texas Capital Bank Wealth Management Services
Texas
$207K
SWA
567
Strategies Wealth Advisors
Michigan
$204K +$204K +2,028 New
JHCP
568
Jackson Hole Capital Partners
Oklahoma
$204K
TDC
569
Thompson Davis & Co
Virginia
$204K
AWM
570
Affinity Wealth Management
Delaware
$203K -$50.4K -500 -20%
PA
571
PFG Advisors
Arizona
$203K -$56.5K -561 -22%
AFG
572
Albion Financial Group
Utah
$202K +$202K +2,001 New
TNBTD
573
Trustmark National Bank Trust Department
Mississippi
$201K -$556K -5,518 -73%
FB
574
Fulton Bank
Pennsylvania
$201K -$211K -2,093 -51%
FHA
575
First Horizon Advisors
Tennessee
$184K