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iShares Core High Dividend ETF

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.36%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BMCM
576
Bryn Mawr Capital Management
Pennsylvania
$215K +$1.32K +13 +0.6%
BHB
577
Bank Hapoalim BM
Israel
$215K -$27K -265 -11%
PIM
578
Provident Investment Management
Michigan
$213K
MC
579
Moors & Cabot
Massachusetts
$212K -$8.95K -88 -4%
UB
580
UMB Bank
Missouri
$211K
SAM
581
Smithbridge Asset Management
Pennsylvania
$210K -$88K -866 -30%
CF
582
Centaurus Financial
California
$209K -$33.9K -334 -14%
TCBWMS
583
Texas Capital Bank Wealth Management Services
Texas
$209K
AIP
584
Ahrens Investment Partners
Louisiana
$207K +$102 +1 +0%
JHCP
585
Jackson Hole Capital Partners
Oklahoma
$206K
TDC
586
Thompson Davis & Co
Virginia
$206K
BCA
587
Bay Colony Advisors
Massachusetts
$203K +$203K +2,013 New
SIG
588
Stonegate Investment Group
Alabama
$201K
FHA
589
First Horizon Advisors
Tennessee
$186K -$1.78M -17,461 -91%
TWM
590
Tradition Wealth Management
Minnesota
$185K -$3.53M -34,672 -95%
EWA
591
EverSource Wealth Advisors
Alabama
$185K +$13.8K +136 +8%
CT
592
Clearstead Trust
Maine
$174K +$1.83K +18 +1%
FRA
593
Front Row Advisors
California
$160K
MWM
594
Mascoma Wealth Management
New Hampshire
$159K -$1.34K -13 -0.8%
WP
595
WealthPLAN Partners
Nebraska
$152K -$393K -3,866 -72%
RFA
596
Register Financial Advisors
Georgia
$145K +$5.7K +56 +4%
PA
597
PSI Advisors
Florida
$139K
AIP
598
Ameritas Investment Partners
Nebraska
$136K +$2.54K +25 +2%
RCM
599
Rain Capital Management
Oregon
$135K -$13.2M -130,212 -99%
LWP
600
Lumature Wealth Partners
Georgia
$129K