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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 %
PWMAG
551
Pinnacle Wealth Management Advisory Group
New Jersey
$257K -$398K -3,900 -61%
CW
552
CreativeOne Wealth
Kansas
$256K -$26.4K -259 -9%
CAM
553
Covenant Asset Management
New Jersey
$255K -$94.2K -924 -27%
C1AG
554
Client 1st Advisory Group
Florida
$253K -$68.4K -671 -21%
PFA
555
Pettinga Financial Advisors
Indiana
$252K -$149K -1,465 -37%
EWM
556
Empirical Wealth Management
Washington
$252K
BWM
557
Birchcreek Wealth Management
Ohio
$250K -$51.1K -501 -17%
H
558
HoyleCohen
California
$245K
LPAM
559
Lodestar Private Asset Management
California
$245K +$1.84K +18 +0.8%
PIM
560
Provident Investment Management
Michigan
$245K +$25.5K +250 +12%
QPWM
561
Quadrant Private Wealth Management
Pennsylvania
$245K -$36.4K -357 -13%
1IA
562
1834 Investment Advisors
Wisconsin
$242K +$2.75K +27 +1%
SIAM
563
Sterling Investment Advisors (Missouri)
Missouri
$241K
HSA
564
HBK Sorce Advisory
Pennsylvania
$240K +$1.22K +12 +0.5%
WP
565
Wealthspan Partners
Iowa
$237K -$164K -1,605 -41%
AL
566
Aspiriant LLC
California
$236K
IAG
567
Investmark Advisory Group
Connecticut
$233K +$102 +1 +0%
HZ
568
Hixon Zuercher
Ohio
$231K
BWM
569
BCGM Wealth Management
Indiana
$227K +$3.37K +33 +2%
TIAA Trust, National Association
570
TIAA Trust, National Association
North Carolina
$226K -$192K -1,881 -46%
BMCM
571
Bryn Mawr Capital Management
Pennsylvania
$226K
MSA
572
Marino Stram & Associates
Massachusetts
$226K +$226K +2,212 New
LMKC
573
L.M. Kohn & Company
Ohio
$224K
HFA
574
High Falls Advisors
New York
$224K +$4.49K +44 +2%
JIC
575
Johnson Investment Counsel
Ohio
$223K -$59.6K -584 -21%