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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 %
EWA
576
EverSource Wealth Advisors
Alabama
$182K -$806 -8 -0.4%
CT
577
Clearstead Trust
Maine
$174K +$1.41K +14 +0.8%
TWM
578
Tradition Wealth Management
Minnesota
$164K -$19.1K -189 -10%
FRA
579
Front Row Advisors
California
$159K
SSB
580
Sandy Spring Bank
Maryland
$159K +$77.2K +766 +95%
RFA
581
Register Financial Advisors
Georgia
$146K +$2.32K +23 +2%
RFA
582
Resurgent Financial Advisors
Georgia
$144K -$247K -2,447 -63%
CF
583
Centaurus Financial
California
$139K -$68.1K -677 -33%
AIP
584
Ameritas Investment Partners
Nebraska
$134K -$1.51K -15 -1%
RCM
585
Rain Capital Management
Oregon
$132K -$1.41K -14 -1%
LWP
586
Lumature Wealth Partners
Georgia
$128K
PAG
587
Paladin Advisory Group
Iowa
$122K
CIAS
588
Capital Investment Advisory Services
North Carolina
$121K +$2.32K +23 +2%
WP
589
WealthPLAN Partners
Nebraska
$121K -$30.6K -304 -20%
FA
590
Fiduciary Alliance
South Carolina
$118K -$2.17M -21,484 -95%
MCM
591
Manchester Capital Management
Vermont
$118K
NSG
592
Nalls Sherbakoff Group
Tennessee
$113K
VNA
593
Valley National Advisers
Pennsylvania
$112K
MFA
594
McClarren Financial Advisors
Pennsylvania
$111K +$999 +10 +0.9%
LFG
595
Larson Financial Group
Missouri
$107K
BTI
596
Blue Trust Inc
Georgia
$101K -$128K -1,261 -56%
CSPIA
597
Cary Street Partners Investment Advisory
Virginia
$100K
FMP
598
Financial Management Professionals
Texas
$98K -$2.21K -22 -2%
CT
599
Colonial Trust
South Carolina
$96K +$83.2K +825 +650%
MHR
600
Matthew Hamilton Rosenberg
$95.5K