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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 %
FIA
551
Foundations Investment Advisors
Arizona
$226K -$348K -3,523 -61%
IAG
552
Investmark Advisory Group
Connecticut
$225K +$225K +2,279 New
HZ
553
Hixon Zuercher
Ohio
$224K -$53.4K -540 -19%
KWA
554
Kellett Wealth Advisors
Ohio
$223K -$3.26K -33 -1%
ITIM
555
Indiana Trust & Investment Management
Indiana
$223K +$223K +2,260 New
MCC
556
Money Concepts Capital
Florida
$221K +$4.55K +46 +2%
SFI
557
SPC Financial Inc
Maryland
$219K
BMCM
558
Bryn Mawr Capital Management
Pennsylvania
$219K
EWM
559
EPG Wealth Management
Georgia
$218K
Legacy Financial Group (Iowa)
560
Legacy Financial Group (Iowa)
Iowa
$218K +$218K +2,204 New
LMKC
561
L.M. Kohn & Company
Ohio
$218K
BJL
562
Brighton Jones LLC
Washington
$217K
BWM
563
BCGM Wealth Management
Indiana
$217K +$217K +2,192 New
HFA
564
High Falls Advisors
New York
$213K
PIM
565
Provident Investment Management
Michigan
$213K
CAM
566
Carret Asset Management
New York
$208K -$18.8K -190 -8%
UB
567
UMB Bank
Missouri
$206K
BMA
568
Brooks Moore & Associates
Tennessee
$205K +$205K +2,076 New
TCBWMS
569
Texas Capital Bank Wealth Management Services
Texas
$203K
SWA
570
Strategies Wealth Advisors
Michigan
$201K
JHCP
571
Jackson Hole Capital Partners
Oklahoma
$201K
Franklin Resources
572
Franklin Resources
California
$188K -$6.24M -63,096 -97%
EWA
573
EverSource Wealth Advisors
Alabama
$179K
CT
574
Clearstead Trust
Maine
$170K
FRA
575
Front Row Advisors
California
$158K